Needham Heights, Massachusetts Estate Planning Lawyers
Massachusetts Estate Planning Lawyer with 14 years experience
- (781) 843-5034
- Free Consultation
21 Eliot Street
South Natick, MA 01760
Northeastern University School of Law
I assist families with obtaining guardianships, conservatorships and name changes. I also represent clients in probate administration, negotiating the transfer of real estate, contested will litigation and special needs planning.
Special Education Law
I handle matters relating to special education law including mediation, appearing before the Bureau of Special Education Appeals, and helping to secure educational placements.
I represent buyers and sellers of real estate and assist with purchase and sale agreements and real estate closings.
David concentrates in tax and estate planning, gift and estate tax return preparation, probate matters,
asset protection, business administration and succession, estate and trust administration, special
needs planning, and charitable planning. David advised families for over eight years at a downtown
wealth management firm on stock option planning, retirement planning, investment portfolio
management, insurance analysis, charitable bequests and income tax reduction strategies, prior to
becoming an attorney.
• Draft simple and pourover wills, revocable estate planning trusts, health care proxies and durable powers of attorney
• Draft asset protection trusts
• Draft self-settled and third party special needs trusts...
Before joining the Law Offices of Jeffrey S. Glassman, Julie owned her own practice focusing primarily in the areas of family law and estate planning. Julie also volunteered at the Lawyer for the Day Program in Essex County, offering free legal advice to indigent individuals.
At the Law Offices of Jeffrey S. Glassman, Julie enjoys working with different clients every...
Suffolk University Law School
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...
?While Gabrielle is a trial attorney and zealously represents clients in litigating divorce, complex and high-asset divorce, modification, contempt, custody, separate support, and paternity/parentage actions, she always aims to avoid unnecessary and costly litigation. Gabrielle is a strong advocate for alternative dispute resolution, including mediation and collaboration. Consequently, Gabrielle enters each case with the mindset of a negotiator so as to assist...
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...
Needham Heights Estate Planning Legal Aid & Pro Bono Services
Community Law Center
Jamaica Plain, MA
AIDS Action Committee
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.
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