Chelmsford, Massachusetts Estate Planning Lawyers

John Gosselin
PREMIUM

Protect your wealth and avoid taxes. Call for an estate planning consultation.

John focuses on Elder Crisis Law (SM), asset protection related to MassHealth qualification, and trustee and other fiduciary services. While in law school, he clerked for the Hon. Martha Sosman before she was appointed... Read More »
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Joshua Cali
PREMIUM

Massachusetts Estate Planning Attorney

Attorney Joshua K. S. Cali is a well-respected estate planning attorney in the MetroWest area. Joshua graduated summa cum laude from Bentley University in Waltham, MA and from UCLA School of Law in Los Angeles, CA.... Read More »
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Nancy A. Morency
Claimed Lawyer ProfileSocial Media
Chelmsford, MA Estate Planning Lawyer with 10 years experience
(978) 925-6041 1 Olde North Road
Suite 103
Chelmsford, MA 01824
Estate Planning, Divorce, Family and Real Estate
Barry University Dwayne O. Andreas School of Law
Nancy A. Morency an attorney at Gallant & Ervin, LLC in Chelmsford, Massachusetts. She specializes in all aspects of family law and litigation throughout Massachusetts, New Hampshire and Maine.

Whether you are in just the initial stages of a divorce and need some questions answered or need an attorney to see you through to the end, Attorney Morency can assist you. With her knowledge, experience and compassion, Attorney Morency can effectively represent you in your divorce to help ease this difficult process. She also assists clients with custody and parenting time for unwed parents, child support/spousal support, as well as...
Jaclyn M. Martin
Claimed Lawyer ProfileSocial Media
Chelmsford, MA Estate Planning Attorney with 4 years experience
(978) 250-4255 25 Fletcher Street
Chelmsford, MA 01824
Estate Planning, Elder, Landlord Tenant and Real Estate
Massachusetts School of Law
Attorney Martin joined the firm in 2015. She was born in Lowell and resides in Chelmsford. She was recruited to the law firm with experience in Human Resources and State and Federal Government Program Administration. Her five years of experience in Section 8 Voucher administration as a Leased Housing Coordinator at the Somerville Housing Authority has helped her to develop an appreciation of Landlord - Tenant issues, as well as a strong understanding of Federal and State Housing laws. This immersion has positioned her to support clients in all aspects of housing and real estate law. Further, her experiences...
James D. Cormier
Claimed Lawyer ProfileSocial Media
Lowell, MA Estate Planning Lawyer with 11 years experience
(800) 458-3580 755 Dutton Street
Lowell, MA 01854
Free ConsultationEstate Planning, Criminal, DUI and Divorce
Suffolk University Law School
Attorney James D. Cormier is a partner at Cormier & Cormier, LLP, a small firm in Lowell, Massachusetts specializing in criminal defense, family law (divorce, paternity, support, alimony, etc.), civil litigation, and estate planning. Attorney Cormier is a former Middlesex County trial prosecutor who now focuses his experience on aggressively defending clients charged with criminal offenses throughout Eastern Massachusetts.
David King Reppucci
Claimed Lawyer Profile
Lowell, MA Estate Planning Attorney with 42 years experience
(978) 458-1296 147 East Merrimack Street
Lowell, MA 01852
Estate Planning, Business, Elder and Family
New England Law | Boston
Attorney David Paul LiBassi
Claimed Lawyer Profile
Lowell, MA Estate Planning Attorney with 33 years experience
(978) 441-9339 321 Central St
Lowell, MA 01852
Estate Planning, Business and Divorce
Peter Parlow
Claimed Lawyer Profile
Lowell, MA Estate Planning Attorney with 22 years experience
(978) 441-2149 212 Central Street
Lowell, MA 01852
Estate Planning, Criminal, DUI and Probate
Michael Monteforte
Claimed Lawyer ProfileQ&ASocial Media
Wilmington, MA Estate Planning Lawyer with 17 years experience
(978) 657-7437 1 Church Street
Suite 102
Wilmington, MA 01887
Free ConsultationEstate Planning, Business and Elder
Suffolk University Law School
Why do I do this?
It's simple really. My family - specifically, my grandparents. Although they are no longer with us, their memory is a constant reminder to me about why I chose this field.

When my firm was still new, my grandparents (to me, Nanny & Papa) decided it would be best to move into an assisted living facility. My grandfather was starting to suffer from dementia, and his symptoms were worsening. It was time for them to live in a setting that offered more specialized care. As we all know, the costs of long-term care are astronomical. During this time,...
George C. Malonis
Claimed Lawyer ProfileSocial Media
Dracut, MA Estate Planning Attorney with 26 years experience
(978) 453-4500 14 Loon Hill Road
Dracut, MA 01826
Free ConsultationEstate Planning, Bankruptcy, Divorce and Personal Injury
Suffolk University Law School and Boston University School of Law
George C. Malonis was educated at Suffolk Law School, Babson College (MBA) and Boston University (BA). He is licensed in the states of Massachusetts and New Hampshire. George C. Malonis offers comprehensive, professional legal services with 20 years' experienced counsel and support staff.
Waino Walker Kangas
Claimed Lawyer ProfileSocial Media
West Concord, MA Estate Planning Lawyer with 19 years experience
(978) 369-0001 9 Damonmill Square
West Concord, MA 01742
Estate Planning, Business, Criminal and Divorce
Arnold & Kangas, P.C. is a full-service law firm with offices in the historic Damonmill Square building in Concord, Massachusetts. Since Thomas B. Arnold and Jeanne S. Kangas founded our law firm in 1984, we have prided ourselves on delivering superior, cost-effective legal services to clients in Middlesex County. While we do not handle every type of case, we have experience and are knowledgeable about the types of cases we do handle, such as Probate & Family Court cases, criminal defense, estate planning, and general civil litigation. As a result of the firm's expertise and success, it has been awarded an...
Jonathan Meidanis
Claimed Lawyer Profile
Billerica, MA Estate Planning Attorney with 4 years experience
(978) 294-9547 574 Boston Rd. #13
Billerica, MA 01821
Estate Planning, Personal Injury, Probate and Real Estate
Southern Methodist University
Greg Krikorian
Claimed Lawyer Profile
Cambridge, MA Estate Planning Lawyer
(978) 844-7401 185 Alewife Brook Pkwy
Suite 416
Cambridge, MA 02138
Free ConsultationEstate Planning, Business, Family and Personal Injury
Brian William Leahey
Claimed Lawyer Profile
Tyngsborough, MA Estate Planning Lawyer with 25 years experience
(978) 459-0396 1 Bridgeview Circle, Suite 15
Tyngsborough, MA 01879
Estate Planning, Business, Employment and Municipal
Georgetown University Law Center
Attorney Brian W. Leahey is an experienced attorney who provides his clients with a dedicated, knowledgeable, and passionate advocate. Attorney Leahey is thorough and efficient in representing their interests in a pragmatic, cost-effective, manner. Over the past twenty (20) years, he has handled a range of sophisticated legal matters including trying complex civil lawsuits, resolving government procurement issues, addressing voting concerns, dealing with labor relations and collective bargaining disputes, drafting and negotiating intricate contracts, conducting internal employment investigations, and identifying and preparing remediation plans for organizational deficiencies. For more information, please visit leaheypc.com
Maureen Booth
Claimed Lawyer ProfileSocial Media
Dunstable, MA Estate Planning Lawyer with 14 years experience
(978) 649-0040 205 Pleasant Street
Dunstable, MA 01827
Free ConsultationEstate Planning, Asbestos, Business and Divorce
New England Law | Boston
Douglas Warren Sears
Claimed Lawyer Profile
Tewksbury, MA Estate Planning Lawyer with 32 years experience
(978) 376-7390 1445 Main St. Unit 5
Tewksbury, MA 01876
Estate Planning, Arbitration & Mediation, Criminal and Probate
Suffolk University Law School
My practice centers around my intent to help people through the legal challenges of everyday living.
Laurie Jayne Bejoian
Claimed Lawyer Profile
Littleton, MA Estate Planning Lawyer with 34 years experience
(978) 486-9145 Burke & Associates
325B Great Road
Littleton, MA 01460
Free ConsultationEstate Planning, Administrative, Probate and Tax
Boston University School of Law and University of the Pacific, McGeorge School of Law
David R. Feakes
Claimed Lawyer ProfileSocial Media
Acton, MA Estate Planning Lawyer with 29 years experience
(978) 263-6900 179 Great Road
Suite 208
Acton, MA 01720
Estate Planning
Amy Beth Baron
Claimed Lawyer ProfileSocial Media
North Andover, MA Estate Planning Attorney with 18 years experience
(978) 674-8530 65 Flagship Drive Suite A
North Andover, MA 01845
Estate Planning, Divorce and Family
Massachusetts School of Law at Andover
I am an Attorney, Mediator and Registered Nurse. My company is Baron Law & Mediation, LLP - http://www.baronlawmediation.com. Our practice areas include divorce/family law, estate/small business planning and advice/consultation services. We provide our clients with mediation, litigation, or general representation services along with divorce financial analyst services. I have been an Attorney for 12 years and a Registered Nurse for 21 years. I have pursued my education and training becoming a Certified Case Manager in 2005 and a Certified Nurse Life Care Plannner in 2004. I have also undergone the requisite training to practice...
Paul D. Lambert
Claimed Lawyer ProfileQ&ASocial MediaResponsive Law
North Andover, MA Estate Planning Attorney with 28 years experience
(844) 773-2552 401 Andover Street, Suite 201-B
P.O. Box 892
North Andover, MA 01845
Free ConsultationEstate Planning, Business, Probate and Real Estate
New England Law | Boston
NOT EVERY LAWYER IS THE SAME! Paul D. Lambert has been concentrating in real estate law, estate planning & probate and advising small businesses for more than twenty eight years. Paul has been in the private practice of law since 1990. He considers it a true privilege to assist first time home buyers, and guides his buyers through the purchase process from the Offer to Purchase to receiving the keys to their new home. He also understands that selling a home, especially for “empty nesters” can be emotional and even heart-wrenching, and Paul will also...
Rich Mucci
Claimed Lawyer ProfileSocial MediaResponsive Law
Winchester, MA Estate Planning Attorney with 13 years experience
(781) 729-3999 63 Shore Rd
Ste 23
Winchester, MA 01890
Free ConsultationEstate Planning, Business, Construction and Probate
Suffolk University Law School
Massachusetts Award Winning Attorney Richard Mucci is the founder of Winchester MA based Law Offices of Richard Mucci. Attorney Mucci is an experienced litigation lawyer who understands all facets of business, civil litigation and criminal defense. His law firm has strong expertise in employment law, personal injury, real estate law, divorce, estate planning, criminal law and construction law to name a few.

Knowing that clients, like patients, rarely have just one issue, Attorney Mucci is able to move seamlessly among diverse practice areas. Ahead of the curve, the Law Offices of Richard Mucci provides a one-stop shop to the surrounding...
Joseph L. Morana
Claimed Lawyer ProfileSocial Media
Andover, MA Estate Planning Lawyer with 9 years experience
(978) 409-1990 68 Main Street
Andover, MA 01810
Estate Planning, Elder and Probate
Massachusetts School of Law
We assist clients with Medicaid (MassHealth) pre-planning and crisis-planning, Medicaid applications, planning for those with special needs, and estate planning for individuals and families to help protect their assets. When you need an estate planning, special needs or elder law attorney for matters involving you, your family or your special needs child or loved one, choosing that attorney becomes important and deeply personal. Our clients select us for those matters that mean the most. Protecting Families. Planning for Life.
Allan Baron
Claimed Lawyer ProfileSocial Media
N. Andover, MA Estate Planning Attorney with 39 years experience
(978) 674-8530 65 Flagship Drive
Suite A
N. Andover, MA 01845
Estate Planning, Divorce, Family and Real Estate
Suffolk University Law School
I am a Divorce Attorney, Mediator and Certified Divorce Financial Analyst. I have a practical view of the world and I am committed to providing cost effective legal problem solving services. Attorney Profile: http://www.baronlawmediation.com/bios/attorney-allan-baron/
Joshua Cali
Claimed Lawyer ProfileLII GoldSocial Media
Ashland, MA Estate Planning Attorney with 2 years experience
(508) 252-8186 60 Pleasant Street
Suite 10-D
Ashland, MA 02476
Free ConsultationEstate Planning, Probate and Tax
UCLA School of Law
Attorney Joshua K. S. Cali is a well-respected estate planning attorney in the MetroWest area. Joshua graduated summa cum laude from Bentley University in Waltham, MA and from UCLA School of Law in Los Angeles, CA. Before starting his own firm, Joshua practice estate planning for high net worth clients at a boutique law firm in San Diego, CA. Joshua's passion lies in using innovative technology to make the law more affordable and accessible to all Americans.
Daniel W. Murray
Claimed Lawyer ProfileSocial Media
Sudbury, MA Estate Planning Lawyer with 38 years experience
(978) 579-9800 39 Union Avenue
2nd Floor
Sudbury, MA 01776
Free ConsultationEstate Planning, Bankruptcy, Elder and Foreclosure Defense
Suffolk University Law School
Attorney Daniel W. Murray is an aggressive advocate for his clients. He has been practicing law in Massachusetts for over 30 years. During this time, he has used his extensive legal knowledge and creative problem solving skills to get his clients what they deserve. Attorney Murray received his J.D. cum laude from Suffolk University Law School in 1980 and is now a member of the Massachusetts Bar Association. Prior to starting his own practice, Attorney Murray worked in both a small and large-corporate law firm in Boston. He also holds a bachelor's degree from the University of Massachusetts...
Nicholas Keramaris
Claimed Lawyer ProfileSocial Media
Melrose, MA Estate Planning Lawyer with 13 years experience
(781) 620-1958 400 TradeCenter, Suite 5900
Melrose, MA 01801
Estate Planning, Business, Elder and Environmental
Boston University School of Law and Suffolk University Law School
Nick concentrates his practice in the fields of business and estate planning; counseling business owners and other individuals in a variety of matters including structuring business transactions, generational transfer of business interests, contract disputes and environmental matters. His practice provides counseling and representation at the highest level of sophistication and effectiveness, at affordable rates.
John Gosselin
Claimed Lawyer ProfileLII GoldSocial Media
Winchester, MA Estate Planning Attorney with 25 years experience
(781) 782-6000 1026 Main Street
Winchester, MA 01890
Estate Planning, Elder and Health Care
New England Law | Boston
John focuses on Elder Crisis Law (SM), asset protection related to MassHealth qualification, and trustee and other fiduciary services. While in law school, he clerked for the Hon. Martha Sosman before she was appointed to the Supreme Judicial Court. John served for many years as a Public Administrator for Middlesex County. With over 20 years in Elder Law practice, John brings the experience needed to guide clients through all aspects of estate planning, trust administration and elder law matters. Learn more http://www.GosselinLaw.com
Jessica Pesce
Claimed Lawyer ProfileSocial Media
Framingham, MA Estate Planning Attorney with 2 years experience
(508) 532-8688 10 Speen St,
First Floor
Framingham, MA 01701
Free ConsultationEstate Planning, Elder and Probate
Suffolk University Law School
Jessica’s forte is solving problems no matter however complex they appear, and reaching goals however impossible they seem.

Her commitment to forging strong relationships with a variety of people and institutions led her to join Ladimer Law in 2017 as an estate planning and elder law attorney. Supporting clients by ensuring peace of mind motivates Jessica to work hard and constantly strive to deliver excellence.

“As an attorney, I have the privilege of representing a person or family who has a concern they need to address or a goal they want to achieve. Estate planning is like a puzzle in...
Graeme S.R. Brown
Claimed Lawyer ProfileBlawgsearchSocial Media
Belmont, MA Estate Planning Attorney
(617) 489-0817 464 Common St
#354
Belmont, MA 02478
Estate Planning, Business, Employment and Health Care
New England Law | Boston
Marco A. Schiavo
Claimed Lawyer ProfileBlawgsearchSocial Media
Woburn, MA Estate Planning Lawyer with 18 years experience
(781) 397-1700 400 TradeCenter, Suite 4800
Woburn, MA 01801
Estate Planning, Elder and Probate
Suffolk University Law School
“I believe that 95% of my job is listening. My objective is to address all of your concerns and accomplish your goals by providing a personalized estate plan designed to fit your specific needs. I am a firm believer that estate planning is not a one-time event. As life changes, the plan should change with it. I believe in developing lifelong relationships with my clients.” Attorney Marco A. Schiavo is one of the founding partners of Simmons & Schiavo, LLP. Marco’s focus is in estate planning with an emphasis on creditor protection, probate avoidance, estate tax reduction and business...
Mary Clements Pajak
Claimed Lawyer Profile
Newton, MA Estate Planning Attorney with 28 years experience
(617) 795-2990 29 Crafts St #420
Newton, MA 02458
Estate Planning and Probate
Boston University School of Law and Boston College Law School
Mary Clements Pajak, Esq., has over 20 years of experience. She began her legal career clerking for the Supreme Judicial Court of Massachusetts. She then practiced law for many years in the Private Client Department at Palmer & Dodge LLP (now Locke Lord Edwards LLP), a large (originally Boston-based) law firm concentrating in estate and trust planning and administration. From there she became the Northeast Regional Manager of the Estate Settlement Department and served as Vice President at Boston Safe Deposit & Trust Company (now BNY Mellon). Attorney Pajak then practiced law with...
Freya Allen Shoffner
Claimed Lawyer ProfileSocial Media
Stoneham, MA Estate Planning Attorney with 27 years experience
(617) 369-0111 90 Maple Street
Suite 3A
Stoneham, MA 02180
Estate Planning, Bankruptcy, Business and Family
Suffolk University Law School
After ten years in business herself, Freya Shoffner gave up her search for a good lawyer for her small company and her family and went to law school. Her goal was to build a law firm that could take care of a small business’ every legal need – from the initial brainstorm, through the years of careful tending, to the flood of profits when the benefits are secured for generations to come. She also wanted that firm to give families, in all asset brackets, the best estate planning possible. Freya reached her goal, and now Boston has a law...
Margaret L. Beliveau
Claimed Lawyer ProfileSocial Media
Waltham, MA Estate Planning Lawyer with 21 years experience
(781) 890-8600 391 Totten Pong Road
Suite 301
Waltham, MA 02451
Estate Planning, Elder, Probate and Tax
Boston University School of Law and Tulane University School of Law
Margaret has experience implementing asset protection plans, family business entities such as Family Limited Partnerships (FLPs) and Limited Liability Companies (LLCs), and valuation discounting. She focuses her practice on estate planning, elder law and long-term care planning (Medicaid), MassHealth applications for long-term care (Medicaid applications), MassHealth fair hearings (appeals on Medicaid denials), estate (probate) and trust administration, Federal estate tax returns (Form 706), Massachusetts estate tax returns (Form M-706), and gift tax returns (Form 709). Learn more http://www.Beliveaulaw.net
Thomas E. Hogan II
Claimed Lawyer ProfileSocial Media
Waltham, MA Estate Planning Lawyer with 9 years experience
(978) 710-9987 738 Main Street #199
Waltham, MA 02451-0616
Estate Planning, Administrative, Employment and Family
New England Law | Boston
Attorney Tom Hogan practices in the areas of employment law, real estate, land use, and professional licensing. He is a graduate of the University of New Hampshire (B.A., double major in Russian and History, 2005 ) and New England Law | Boston (J.D., 2009), where he was a member of Phi Alpha Delta, co-chair of the Executive Office on Alumni Relations, and the Executive Budget and Appropriations Committee. Tom has a diverse array of experience in the field of administrative law. While a student, Tom served as a student law clerk for Administrative Law Judges in both the Appellate Tax...
Carah K. Kiley
Claimed Lawyer ProfileSocial Media
Andover, MA Estate Planning Lawyer with 12 years experience
(978) 474-8670 342 N. Main Street
Andover, MA 01810
Free ConsultationEstate Planning and Probate
Massachusetts School of Law
Carah Kiley is an estate planning and probate attorney with KLG Estate Planning & Probate Attorneys. Carah works with both individuals and families throughout Massachusetts and New Hampshire to create and implement estate plans to meet their specific goals and needs to help secure the financial futures of their families and legacies.

Carah began her legal career with a New Hampshire title company and law firm, and has handled thousands of real estate transactions throughout Massachusetts and New Hampshire. Through her work in these transactions including legal document preparation, complex title defect resolution and review of trust documents, she developed a...
Ms. Franceska J. O'Reilly
Claimed Lawyer ProfileSocial Media
Wakefield, MA Estate Planning Lawyer with 9 years experience
(617) 680-3847 21 West Water Street
Wakefield, MA 01880
Free ConsultationEstate Planning, Business, Divorce and Elder
New England Law | Boston and National University of Ireland Galway
I practice elder law, family law, business law and do general practice work in both Wakefield, Massachusetts and Salem, Massachusetts.
John Farrell Jr
Claimed Lawyer Profile
Medford, MA Estate Planning Lawyer with 18 years experience
(617) 901-7970 22 Harvard Street, #135
Medford, MA 02155
Free ConsultationEstate Planning, Consumer, Elder and Probate
I have been in the business of law for over 10 years, admitted to practice law both in the State of Massachusetts and New Hampshire. I established my own firm not only to offer high quality legal services but to offer something we all strive for - Honor. Many people and businesses have lost their way as a result of thinking of the bottom line. This results in a sacrifice of client service and sometimes the truth. I will start with a client and finish with a client. I will go from A to Z with the performance of a...
Michael G. Furlong
Claimed Lawyer ProfileSocial Media
Andover, MA Estate Planning Attorney
(978) 409-6161 1 Elm
Andover, MA 01810
Free ConsultationEstate Planning, Elder, Probate and Real Estate
New England Law | Boston
Michael G. Furlong founded the Furlong Law Group in 2004. Prior to opening his own firm, Attorney Furlong served as a law clerk to the Justices of the Massachusetts Superior Court and over the last 24 years worked for some of the premier Merrimack Valley law firms. Today Attorney Furlong’s practice is focused on estate planning, estate administration, real estate, asset protection, business law and select litigation cases. Attorney Furlong is a member of the Haverhill, Lawrence, Essex and Massachusetts Bar Associations and for a number of years volunteered in the Haverhill District Court Conciliation Program. Attorney Furlong...
Thomas M. Kiley Jr.
Claimed Lawyer ProfileSocial Media
Andover, MA Estate Planning Lawyer with 12 years experience
(888) 437-2584 342 N Main Street
Andover, MA 01810
Free ConsultationEstate Planning, Medical Malpractice, Personal Injury and Products Liability
Massachusetts School of Law
With the founding of Kiley Law Group, Tom Jr. joined his father, attorney Tom Kiley Sr., as a partner in the firm. Demonstrating the same enthusiasm and commitment to the law as his father and his grandfather, Daniel P. Kiley, Jr., Tom has already established his own record, including six- and seven-figure results on behalf of his clients.

Crediting his father with teaching him that everyone deserves a fighting chance, Tom Jr. has devoted the majority of his practice to doing everything within his power to ensure that big insurance companies play by the same rules that the rest of us...
Matthew Damian Des Meules Esq.
Claimed Lawyer ProfileSocial Media
Reading, MA Estate Planning Lawyer with 9 years experience
(978) 986-0014 70 Main Street
Reading, MA 01867
Free ConsultationEstate Planning, Business, Civil Rights and Probate
New England Law | Boston
Estate Planning and Real Estate Attorney licensed in New Hampshire and Massachusetts.
Matthew Morris
Claimed Lawyer ProfileSocial Media
Wellesley, MA Estate Planning Attorney with 9 years experience
(781) 997-1635 Kerstein, Coren & Lichtenstein, LLP
60 Walnut St., 4th Fl.
Wellesley, MA 02481
Estate Planning, Probate and Tax
Boston University School of Law and University of Maine School of Law
Matthew specializes in federal, state, and international tax controversy resolution. His practice areas include, but are not limited to, the following: The IRS Offshore Voluntary Disclosure Program (OVDP) and Streamlined Filing Compliance Procedures; non-filer representation; federal and state audit and collection defense; penalty abatement; Massachusetts sales, use, and income tax disputes; tax planning; federal and state tax litigation; estate planning; and probate administration. Before joining Kerstein, Coren & Lichtenstein, LLP, Matthew spent over four years representing individuals and businesses in a broad range of federal and state tax controversies. Matthew received his LL.M. in Taxation in 2009...
Blanca G. Silvestrini
Claimed Lawyer ProfileSocial Media
Cambridge, MA Estate Planning Attorney
(800) 541-4542 P.O. Box 382376
Cambridge, MA 02238
Estate Planning, Probate and Real Estate
University of Puerto Rico
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Chelmsford Estate Planning Legal Aid & Pro Bono Services

AIDS Action Committee
(617) 661-2508
Cambridge, MA

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Related Practice Areas

Elder Law
Probate
Tax Law

Planning your estate?

Estate planning arranges for the transfer of an individual's estate at the time of death. An estate consists of all property owned at death before it is distributed by will, trust, or intestacy laws. An estate may contain both real property and personal property. Estate planning allows an individual to decide exactly who will benefit from his or her estate, and to what extent. It can also reduce the taxes imposed on the transfer of assets at death.

An experienced estate planning lawyer can help minimize the amount of the estate surrendered to taxes as well as ensure that the management and distribution of the estate is carried out according to your plans. Particularly when your plans are complex and/or you have substantial property or assets, it is important to have an attorney who can ensure that your plan functions the way you intend. Depending on the complexity of your individual situation, your estate planning team may include attorneys, financial planners, bankers and insurance professionals. Some states certify attorneys as estate planning specialists, which means they have met certain requirements for experience, education, and testing in that field.


Fiduciary: A person or institution who manages money or property for another and who must exercise a standard care imposed by law, i.e., personal representative or executor of an estate, a trustee, etc.

Personal representative: The person who administers an estate. If named in a will, that person's title is an executor. If there is no valid will, that person's title is an administrator.