Plymouth County, Massachusetts Estate Planning Lawyers

Peter C Herbst Jr
PREMIUM

Massachusetts Estate Planning Lawyer with 13 years experience

Peter Herbst advises clients in the areas of estate planning, administration and elder law. Call today for a complimentary initial consultation. He earned his Master of Laws in Taxation from Boston... Read More »
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Eliot Brais
PREMIUM

Massachusetts Estate Planning Lawyer

New England Law | BostonMassachusetts
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Brian Barreira
Claimed Lawyer ProfileQ&ASocial Media
Plymouth County, MA Estate Planning Attorney with 33 years experience
(508) 747-8282 118 Long Pond Road
Suite 206
Plymouth, MA 02360
Estate Planning, Elder, Probate and Tax
Boston University School of Law and Boston University School of Law
Since 1996, the Law Offices of Brian E. Barreira in Plymouth and Hingham, Massachusetts have provided legal services to individuals, married couples, business owners, senior citizens, disabled persons and their families in the areas of estate planning, long-term care planning (including Medicaid or MassHealth applications and fair hearing appeals), governmental benefits planning (including SSI), estate and gift tax matters and Probate Court issues (including estates, trusts, guardianships and conservatorships). Brian is dedicated to providing the highest level of legal expertise to clients while attempting to keep matters as simple as possible to hold clients' overall costs down. Brian...
(508) 747-8282 175 Derby Street, Unit 19
Hingham, MA 02043
Josey Lyne Payne Esq.
Claimed Lawyer ProfileSocial Media
Plymouth County, MA Estate Planning Lawyer with 4 years experience
(781) 871-0257 Eleven Albion Court
Rockland, MA 02370
Estate Planning, Divorce, Family and Probate
New England Law | Boston
Your Life | Your Lawyer. Attorney Josey Lyne Payne serves families in Southeastern Massachusetts. By having an attorney that associates with other legal professionals, there is no need to hire a multitude of lawyers. Attorney Payne can advocate for your family in many areas of law, providing the expertise needed as well as the personal contact most clients want and need.
Matthew L Fabisch
Claimed Lawyer ProfileQ&ABlawgsearchSocial Media
Plymouth County, MA Estate Planning Attorney
(401) 324-9344 664 Pearl St.
Brockton, MA 02301
Estate Planning, Elder, Probate and Tax
Roger Williams University School of Law
Matthew Fabisch is the Managing Attorney of Fabisch Law, L.L.C. and assists elderly clients and their children with a full range of elder law services including estate planning, wills, trusts, probate, business successions, Medicaid planning, disability planning, tax planning, and IRS tax problem resolution. Attorney Fabisch also practices in the areas of Bankruptcy and Appellate matters. Attorney Fabisch has clerked for the Rhode Island Supreme Court Law Clerks Department, serving with the trial courts of both Washington and Providence counties. After clerking, Fabisch served as an associate at a regional insurance defense firm, before starting Fabisch Law. Dedicated to...
(401) 324-9344 16 International Way
Warwick, RI 02886
Danielle G. Van Ess
Claimed Lawyer ProfileSocial Media
Plymouth County, MA Estate Planning Attorney with 17 years experience
(781) 740-0848 61 South Street
Hingham, MA 02043
Estate Planning, Business and Probate
Boston University School of Law and The George Washington University Law School
Danielle founded DGVE law, LLC in September of 2008 with a vision for a new kind of law firm based on a philosophy of compassionately providing high quality, holistic legal services in a friendly and relaxed manner, in a comfortable setting and in an environmentally conscientious way. Danielle enjoys the privilege of working with people of all ages, in all stages of life, from all types of families, through enthusiastic referrals from clients to their friends and family members. As a mother of 4 young daughters (currently spanning a range from preschool to pre-teen), Danielle is deeply empathetic...
Timothy E. Angley
Claimed Lawyer ProfileSocial Media
Plymouth County, MA Estate Planning Lawyer with 18 years experience
(508) 746-1382 121 Warren Avenue
Plymouth, MA 02360
Free ConsultationEstate Planning, Business, Probate and Real Estate
Suffolk University Law School
A local firm with a focus on Residential and Commercial Real Estate, Wills & Estates, and Business Law. We work with every client personally and strive to give you the best possible experience.
Leanna Hamill
Claimed Lawyer ProfileSocial Media
Plymouth County, MA Estate Planning Attorney with 13 years experience
(781) 749-2284 190 Old Derby St.
Suite 211
Hingham, MA 02043
Estate Planning and Elder
Suffolk University Law School
Attorney Leanna Hamill provides Estate Planning and related legal services to clients of all ages, with a focus on the needs of older individuals and their families. Based in Hingham, Massachusetts, Attorney Leanna Hamill provides the following services: • Estate Planning • Estate Administration • Guardianship and Conservatorship Services • Comprehensive Estate and Medicaid Planning Evaluations • Medicaid Advocacy Leanna works with her clients to plan for and face life’s exciting changes, unexpected challenges and inevitable transitions. By listening to her clients’ needs and helping them identify their goals, Leanna is able to provide solutions to the issues...
Patricia M Shumaker
Claimed Lawyer Profile
Plymouth County, MA Estate Planning Lawyer with 18 years experience
(617) 965-7995 5 Assinippi Avenue
Norwell, MA 02061
Estate Planning, Elder and Probate
University of South Carolina School of Law
Patricia M. Shumaker practices primarily in the areas of complex estate planning, trust and estate administration, elder law, and long-term care planning. Ms. Shumaker provides comprehensive planning for the costs of long-term care including the application and appeal for Medicaid benefits. Ms. Shumaker is a cum laude graduate of the University of South Carolina School of Law where she was the articles editor for the ABA Real Property, Trust & Estate Journal and was named to the Order of the Coif. She is an undergraduate of the University of Massachusetts in Amherst.
(617) 965-7995 20 Woodward Street
Newton, MA 02461
Lawrence Hale
Claimed Lawyer Profile
Plymouth County, MA Estate Planning Attorney with 43 years experience
(508) 866-2900 128 Main Street
Suite 7
Carver, MA 02330
Free ConsultationEstate Planning, Bankruptcy, Divorce and Probate
Northeastern University School of Law
See my website at www.halelaw.net
(508) 888-6700 141 Route 6A
Suite 3
Sandwich, MA 02563
Judith M Flynn
Claimed Lawyer ProfileSocial Media
Plymouth County, MA Estate Planning Attorney with 16 years experience
(781) 681-6638 800 Hingham Street
Suite 102N
Rockland, MA 02370
Estate Planning and Elder
Michael Thomas Baker Esquire
Claimed Lawyer ProfileSocial Media
Plymouth County, MA Estate Planning Attorney with 13 years experience
(781) 996-5656 101 Derby Street, Suite 203
Hingham, MA 02043
Free ConsultationEstate Planning, Business, Elder and Tax
Baker Law Group, PC with offices in MetroWest Boston, Hingham and Plymouth specializes in estate planning, elder law, asset protection and business law services, tailor-made to a client's particular needs and wishes. Our legal counsel is essential - whether you have a growing family, are planning to retire, are investing in property, or are starting or exiting a business - to protect your assets today and efficiently transfer your wealth tomorrow.
(800) 701-0352 841 Washington Street
Holliston, MA 01746
(800) 701-0352 36 Cordage Park Circle
Suite 222
Plymouth, MA 02360
Mary Clements Pajak
PREMIUM

Massachusetts Estate Planning Attorney with 27 years experience

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... Read More »
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Emily Rabin Spector
PREMIUM

Massachusetts Estate Planning Lawyer

New England Law | BostonMassachusetts
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Deirdre Keefe
Claimed Lawyer ProfileSocial Media
Plymouth County, MA Estate Planning Lawyer with 33 years experience
(781) 544-3575 P.O. Box 289
Hingham, MA 02043
Estate Planning, Arbitration & Mediation, Divorce and Elder
Suffolk University Law School
The Law Office of Deirdre Keefe is a sole proprietorship located in Hingham Massachusetts. After graduating from Suffolk Law School Attorney Keefe has been successfully advocating for her clients on the South Shore and Cape Cod for over 25 years. As a sole practitioner Attorney Keefe will handle all your needs directly, meaning nothing will be missed. An experienced courtroom litigator she will also seek to resolve issues before they go to trail, and gain the most advantageous outcome for the families and businesses that she represents. Please call and set a time that is convenient for...
Russell G Whynacht
Claimed Lawyer ProfileSocial Media
Plymouth County, MA Estate Planning Attorney
(888) 333-5133 350 Bedford St (Route 18)
Lakeville, MA 02347
Estate Planning, Elder and Employment
Lakeville Estate Planning Attorney and Elder Law Attorney. Serving Southeastern Massachusetts, including all of Bristol and Plymouth Counties.
Matthew P. Albanese
Claimed Lawyer Profile
Plymouth County, MA Estate Planning Attorney
(866) 591-4451 272 St. George Street
Duxbury, MA 02332
Estate Planning and Elder
George Boerger
Claimed Lawyer Profile
Plymouth County, MA Estate Planning Attorney with 29 years experience
(781) 585-2900 20 Tremont Street, Suite 17 (Entrance #9)
P.O. Box 2827
Duxbury, MA 02332
Estate Planning, Bankruptcy, Business and Divorce
University of Michigan Law School
Anne Glennon
Claimed Lawyer Profile
Plymouth County, MA Estate Planning Attorney with 14 years experience
(774) 283-4706 340 Court Street, 2nd Floor
Plymouth, MA 02360
Estate Planning and Employment
Carolan K. Hardy
Claimed Lawyer Profile
Plymouth County, MA Estate Planning Attorney
(617) 750-9709 99 Derby St., Ste 200
Hingham, MA 02043
Estate Planning, Divorce and Family
Peter M. Dempsey
Claimed Lawyer Profile
Plymouth County, MA Estate Planning Attorney with 31 years experience
(781) 331-1500 196 Plain Street
Pembroke, MA 02359
Estate Planning, Criminal, Divorce and Probate
Golden Gate University School of Law
Former assistant district attorney with 29 years of experience offers representation in personal injury, estate planning and administration, criminal defense and family law.
Plymouth County, MA Estate Planning Attorney with 21 years experience
(508) 291-3033 191 Main St
Wareham Center, MA 02571
Estate Planning, Arbitration & Mediation, Divorce and Family
Plymouth County, MA Estate Planning Attorney with 20 years experience
(508) 588-5010 1265 Belmont St
Brockton, MA 02301
Estate Planning, Divorce and Family
Plymouth County, MA Estate Planning Lawyer
(508) 559-1740 130 Liberty St
Brockton, MA 02301
Estate Planning and Elder
Blanca G. Silvestrini
PREMIUM

Massachusetts Estate Planning Attorney

University of Puerto RicoPuerto Rico
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Peter C Herbst Jr
Claimed Lawyer ProfileQ&ALII GoldSocial Media
Norfolk County, MA Estate Planning Lawyer with 13 years experience
(781) 843-5030 1000 Washington Street
Braintree, MA 02184
Free ConsultationEstate Planning, Elder and Probate
Boston University School of Law and Vermont Law School
Peter Herbst advises clients in the areas of estate planning, administration and elder law. Call today for a complimentary initial consultation. He earned his Master of Laws in Taxation from Boston University School of Law, his Juris Doctor, cum laude, from Vermont Law School, and a Bachelor of Science from the University of Michigan. While in law school, he served as Managing Editor of the Vermont Law Review and taught Legal Writing and Reasoning. He is a graduate of Phillips Academy Andover and continues to volunteer for the school. He is an Eagle Scout with the Boy...
Emily E Smith-Lee
Claimed Lawyer ProfileSocial Media
Norfolk County, MA Estate Planning Lawyer with 21 years experience
(781) 784-2322 46 South Main Street
Sharon, MA 02067
Estate Planning, Business and Employment
Boston College
I have over twenty years experience in civil litigation, including business, employment and consumer disputes. I was formerly a partner at a large Boston, Massachusetts law firm, where I handled business litigation, product liability and tort defense, contract and trade secret and non compete claims. In 2009, I started my own law firm, which became slnlaw LLC in 2016. Since starting my own business, I have represented individuals and businesses in civil litigation involving trade secrets, non compete agreements, business litigation, and most aspects of labor and employment law. I have helped employees invalidate or...
Morgan Bernal
Claimed Lawyer ProfileSocial Media
Norfolk County, MA Estate Planning Attorney with 3 years experience
(617) 901-0052 15 S. Main Street, #125
Sharon, MA 02067
Free ConsultationEstate Planning, Divorce, Domestic Violence and Probate
Northeastern University School of Law
I practice divorce, family law and child welfare law in the greater Boston area. My goal is to assist both men and women in divorce, child custody and support proceedings and paternity, in addition to modifications that arise post judgement. Child welfare matters such as guardianship, parental termination and special education advocacy are a passion of mine, as children have little to no voice in the courtroom. I have extensive experience working with victims in court, particularly women and children who were physically or sexually abused. Most victims want an attorney who "just gets it," and it has...
Patricia Bloom-McDonald
Claimed Lawyer Profile
Norfolk County, MA Estate Planning Lawyer with 15 years experience
(781) 713-4709 1017 Turnpike Street, Route 138, Suite 23
Canton, MA 02071
Free ConsultationEstate Planning, Elder, Probate and Real Estate
University of Massachusetts School of Law at Dartmouth
Attorney Patricia Bloom-McDonald is a licensed attorney in the Commonwealth of Massachusetts and has been in private practice since 2003. She is admitted to practice before the United States Supreme Court; U.S. District Court, 1st Circuit; U.S. Bankruptcy Court; and all courts in the Commonwealth of Massachusetts. She has extensive knowledge and experience with the preparation of Wills, Trusts, Health Care Proxies, Durable Power of Attorneys, and other Estate Planning documents. Additionally, Attorney Bloom-McDonald possesses exceptional knowledge of Probate law as it is applied to Estate Administration, Guardianships, Conservatorships, Adoptions, and Name Change procedures. She possesses...
(508) 646-9888 1105 State Road, Route 6
P. O. Box 858
Westport, MA 02790
Mary E. Bono
Claimed Lawyer ProfileSocial Media
Norfolk County, MA Estate Planning Attorney
(781) 436-8667 247 Washington Street
Suite 20
Stoughton, MA 02072
Free ConsultationEstate Planning, Family, Immigration and Probate
University of Massachusetts School of Law - Dartmouth
Attorney Mary E. Bono is a graduate of the University of Massachusetts School of Law - Dartmouth where she served as both the Editor-in-Chief and Managing Editor of the University of Massachusetts School of Law Roundtable Symposium Law Journal and participated in the UMASS Law Immigration Law Clinic. While at the University of Massachusetts School of Law - Dartmouth, Attorney Bono received the Dean's Service Award and the Aquilla Ward Memorial Scholarship Award. Attorney Bono is a member of the Board of Directors for the Young Lawyer's Division of the Bristol County Bar Association and is also a...
Ronald J. Mone
Claimed Lawyer Profile
Bristol County, MA Estate Planning Lawyer with 27 years experience
(508) 238-8801 49 Belmont Street Rear
South Easton, MA 02375
Estate Planning, Divorce, Family and Probate
Western New England University School of Law
I have been practicing law for 24 years. I practice divorce, family, and probate law. I provide a no nonsense approach to the practice of law. I do not tell my clients what they want to hear. I tell it like it is. I return all telephone calls. "Prompt Service Makes a Difference!"
Scott Fishman
Claimed Lawyer Profile
Norfolk County, MA Estate Planning Lawyer with 23 years experience
(781) 337-4221 775 Pleasant St
Weymouth, MA 02189
Estate Planning, Bankruptcy, Business and Real Estate
I'm a no nonsense attorney that stays in close contact with clients. My representation is practical and efficient and my client's interests always come first.
Melissa R. Victor
Claimed Lawyer Profile
Bristol County, MA Estate Planning Attorney with 21 years experience
(508) 230-5777 480 Turnpike Street
South Easton, MA 02375
Estate Planning and Elder
New England Law | Boston
Melissa R. Victor is a well-respected attorney in Southeastern Massachusetts. She is an expert in the areas of Estate Planning, Probate an Trust Administration, Guardianships, Elder Law, Medicaid and Real Estate matters. She graduated from the State University of New York College at Oswego in 1994. She then attended New England School of Law in Boston, where she graduated Cum Laude in 1997. Attorney Victor is admitted to practice law in both the Commonwealth of Massachusetts and the State of New York. Attorney Victor is also a member of the National Academy of Elder Law Attorneys (NAELA). She...
Gabriel Cheong
Claimed Lawyer ProfileBlawgsearchSocial Media
Norfolk County, MA Estate Planning Attorney with 11 years experience
(617) 250-8236 859 Willard Street
Suite 400
Quincy, MA 02169
Free ConsultationEstate Planning, Divorce and Family
Northeastern University School of Law
I opened my boutique law firm focusing on divorce and family law, wills and trusts, and estate planning in an effort to help Boston area residents navigate the challenges that life throws at them. I'm an advocate for civil divorces and for lifetime planning. With my office located in Quincy, MA, I help clients in the Boston Metro area, primarily in Suffolk County, Middlesex County and Norfolk County Massachusetts.
(617) 273-5110 60 State Street
Suite 700
Boston, MA 02109
(617) 209-2230 75 Second Avenue
Suite 605
Needham, MA 02494
David Valente
Claimed Lawyer ProfileSocial Media
Suffolk County, MA Estate Planning Lawyer with 9 years experience
(617) 218-2000 101 Huntington Avenue
Suite 500
Boston, MA 02199
Free ConsultationEstate Planning, Business and Probate
Boston University School of Law and Suffolk University Law School
David provides comprehensive advice to individuals, families and small businesses.
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...
Stephen K Withers Jr.
Claimed Lawyer Profile
Bristol County, MA Estate Planning Lawyer with 12 years experience
(508) 222-0002 144 Bank Street
P.O. Box 2320
Attleboro, MA 02703
Estate Planning, Business, Probate and Real Estate
Northeastern University School of Law
A PARNTER with the firm, whose practice covers a wide-range of legal fields, and focuses primarily in Estate Planning and Administration, Probate Law, Real Estate, and Small Business and Non-Profit Organizations. Attorney Withers is actively involved in serving the Greater Attleboro Area as a member of the Attleboro School Committee, Rotary Club of Attleboro, Massachusetts (President, 2011-2012), a member of the Board of Directors of the Attleboro Area Industrial Museum, a Director of the United Way of Greater Attleboro/Taunton, and as a member of the Sturdy Memorial Foundation, Inc. He is a member of the Attleboro Area, Bristol...
Roderick S. Oreste
Claimed Lawyer Profile
Suffolk County, MA Estate Planning Lawyer with 8 years experience
(617) 871-9662 75 Arlington Street
Suite 500
Boston, MA 02116
Free ConsultationEstate Planning, Business, Family and Real Estate
Suffolk University Law School
Attorney Roderick S. Oreste is the principal attorney of Oreste Law. He received his Juris Doctor degree from Suffolk University Law School and holds a Bachelor of Arts Degree in Communications from the University of Massachusetts at Amherst. Before founding his law firm, Rod spent over 12 years working for New England's beloved baseball team, the Boston Red Sox. During his tenure there, he held several management positions in the Public Affairs department and acted as the Red Sox alumni liaison. He dealt with all issues concerning former Red Sox players and coaches...
Alexis Kaplan
Claimed Lawyer ProfileSocial Media
Suffolk County, MA Estate Planning Lawyer with 7 years experience
(617) 903-0225 92 State Street, 2nd Floor
Boston, MA 02109
Estate Planning and Probate
Suffolk University Law School
Attorney Kaplan works with clients to create estate plans tailored to their needs. She also helps clients probate estates as well as with guardianships and conservatorships for both minors and adults. The estate planning work includes wills, trusts, health care proxies, and powers of attorney. She runs a solo law firm in Boston which she started in 2011, and she is licensed to practice law in Massachusetts and Ohio. Attorney Kaplan enjoys helping clients and finding creative solutions to difficult issues.
Eliot Brais
Claimed Lawyer ProfileLII GoldBlawgsearchSocial Media
Suffolk County, MA Estate Planning Lawyer
(800) 499-0551 8 Faneuil Hall Marketplace
3rd Floor
Boston, MA 02109
Free ConsultationEstate Planning, Business, Criminal and Insurance Claims
New England Law | Boston
Anna Eckert Byrne
Claimed Lawyer Profile
Middlesex County, MA Estate Planning Lawyer with 23 years experience
(617) 453-9001 222 Third Street
Cambridge, MA 02142
Estate Planning and Probate
New England Law | Boston
Anna is an estate planning attorney with over twenty years of experience. Her decision to establish Eckert Byrne LLC stemmed from a desire to create estate plans that encompass more than just the transfer of tangible assets. Her life experience as a young widow revealed a need to pass on wisdom and values to help those left behind. She has committed the last decade to creating a team that shares this vision.
Joanne Belasco
Claimed Lawyer ProfileSocial Media
Suffolk County, MA Estate Planning Lawyer with 24 years experience
(617) 991-8905 10 Bremen Street
East Boston, MA 02128
Estate Planning, Animal, Business and Elder
Suffolk University Law School
I graduated from Suffolk University School of Law in 1993, and from Boston College magna cum laude with a BA in Psychology in 1990. I have been a member of the Massachusetts bar since 1993. My legal experience includes litigation work as a staff attorney for the Boston Police Department’s Office of the Legal Advisor. During that time, I successfully argued a case before the Massachusetts Supreme Judicial Court and received two personal commendations from the Police Commissioner. After I left the BPD, I worked as a legal writer and Editor-in-Chief of Law Enforcement Publications at Quinlan Publishing, where I...
Wilfred C. Driscoll Jr.
Claimed Lawyer ProfileSocial Media
Norfolk County, MA Estate Planning Lawyer with 42 years experience
(617) 302-6870 One Adams Place
859 Willard Street, Suite 400
Quincy, MA 02169
Free ConsultationEstate Planning, Divorce, Elder and Probate
New England Law | Boston
I have been a lawyer in Fall River, Massachusetts for over 30 years. I have practiced extensively in the courts in Bristol County, Plymouth County, Suffolk County and Norfolk County. My practice focuses on Divorce and Criminal Law including DUI/OUI. I handle all aspects of Family Law including child custody, visitation, father's rights, divorce modifications, separation agreements and property division. I also have an office in Quincy, MA. There is no cost for your first appointment.
(508) 672-8718 209 Bedford Street
Suite 201
Fall River, MA 02720
Michael B. McCarthy
Claimed Lawyer Profile
Suffolk County, MA Estate Planning Attorney
(978) 270-2189 8 Faneuil Hall
Boston, MA 02109
Free ConsultationEstate Planning, Elder and Real Estate
Massachusetts School of Law
Sarah Y. Hubbard
Claimed Lawyer ProfileBlawgsearchSocial Media
Norfolk County, MA Estate Planning Lawyer with 3 years experience
(508) 359-4043 266 Main Street
Suite 16
Medfield, MA 02052
Estate Planning, Divorce and Family
Suffolk University Law School
Robert Andrew Lane
Claimed Lawyer Profile
Norfolk County, MA Estate Planning Lawyer with 26 years experience
(781) 335-0374 528 Broad St
East Weymouth, MA 02189
Free ConsultationEstate Planning, Divorce, Elder and Probate
Suffolk University Law School
Robert "Drew" Lane joined the firm in 1993 immediately after serving as an Assistant District Attorney for the Norfolk County District Attorney's Office. Attorney Lane prosecuted cases for the Norfolk County District Attorney's Office in both the Quincy and Stoughton Massachusetts District Courts. Attorney Lane graduated from St. Anselm College, Manchester, New Hampshire in 1989, where he was awarded his Bachelor of Arts Degree mastering in Political Science and Suffolk University Law School where he earned his Juris Doctorate Degree. Attorney Lane is admitted to all Massachusetts Trial Courts and the United States District Court for Massachusetts. Attorney Lane is...
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(617) 423-0648
Boston, MA

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Elder Law
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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.