Sudbury, Massachusetts Estate Planning Lawyers

Joshua Cali
PREMIUM

Free consultation, experienced representation in probate and estate planning.

I’m an experienced estate planning lawyer and represent clients in Massachusetts. My practice includes all types of estate planning matters, including wills, trusts, living wills, and powers of attorney. Read More »
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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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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...
Elena Tsizer
Claimed Lawyer ProfileSocial Media
Framingham, MA Estate Planning Lawyer with 13 years experience
(508) 820-3000 188 Concord Street, Suite 301
Framingham, MA 01702
Free ConsultationEstate Planning, Bankruptcy, Divorce and Family
Boston University School of Law and New England Law | Boston
Attorney Elena Tsizer graduated from New England School of Law cum laude, in the top 15% of her class and, then, earned her Master of Laws degree in Taxation with concentration in Estate Planning from Boston University. After graduation from law school, she had the honor of serving as a Judicial Law Clerk for the Justices of the Massachusetts Probate and Family Court in Suffolk, Middlesex, Bristol and Worcester Counties, where she conducted research on complex legal issues, wrote legal memoranda, drafted decisions, findings of fact, and conclusions of law while working under close supervision of the Justices. ...
Gabrielle L. Denby
Claimed Lawyer ProfileSocial Media
Natick, MA Estate Planning Lawyer with 5 years experience
(781) 536-5830 2 Summer Street
Suite 19
Natick, MA 01760
Free ConsultationEstate Planning, Divorce and Family
Suffolk University Law School and Syracuse University
Attorney Gabrielle L. Denby founded The Denby Law Office, P.C. in October 2015, and represents clients in all areas of Family Law & Divorce Litigation, Probate and Estate Planning, and LGBTQ/Same-Sex/Non-Traditional Law in Natick, Massachusetts and the Greater Boston Area.

?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...
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
Herbert Warren Cooper IV
Claimed Lawyer ProfileSocial Media
Wellesley, MA Estate Planning Attorney with 27 years experience
(781) 237-7766 8 Grove St
Suite 205
Wellesley, MA 02482
Estate Planning, Business and Real Estate
Boston College Law School
My practice focuses on assisting small businesses in their contractual, employment, and intellectual property legal needs, guiding couples and individuals through the estate planning process, helping fiduciaries and beneficiaries through the necessary tasks required to wrap up the affairs of a decedent, including preparation of estate tax returns, and assisting buyers and sellers of residential real estate in the purchase or sale of homes and houses.
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...
James M. Baron
Claimed Lawyer ProfileSocial Media
Waltham, MA Estate Planning Lawyer with 11 years experience
(781) 209-1166 395 Totten Pond Road
Suite 101
Waltham, MA 02451
Estate Planning and Education
Suffolk University Law School
My law practice is dedicated to improving the lives of special needs children and their families. My focus is on two primary areas: Education Law and Special Needs Estate Planning. In the area of Education Law, I represent students and parents to resolve education-related legal disputes as quickly and inexpensively as possible. I have successfully helped clients throughout Massachusetts and New Hampshire address a wide variety of school issues, including special education, IEP services and placements, 504 plans, discipline and disciplinary hearings, and bullying. Clients range from pre-Kindergarten through Graduate School. Disabilities of...
Mr. Craig C. Stern
Claimed Lawyer ProfileSocial Media
Framingham, MA Estate Planning Attorney with 8 years experience
(508) 834-4044 1671 Worcester Road
Suite 110
Framingham, MA 01701
Free ConsultationEstate Planning, Appeals, Business and Criminal
Massachusetts School of Law
Craig C. Stern is a founding partner of Rodriguez Stern, and focuses on the firm’s civil, corporate, and estate planning practice. He has extensive experience representing individuals and businesses in all matters of litigation, including negligence and workers’ compensation claims, as well as forming corporations and limited liability entities, drafting contracts, and advising on general corporate matters. Attorney Stern is also highly experienced working with financial service professionals, including accountants and financial advisors, and assists their clients by drafting wills, trusts, and handling general estate planning matters. Prior to Rodriguez Stern, Attorney Stern worked as Corporate Counsel in the...
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...
Kathleen Lynch Moncata
Claimed Lawyer ProfileSocial Media
South Natick, MA Estate Planning Attorney with 29 years experience
Moncata Law Office, LLC
21 Eliot Street
South Natick, MA 01760
Estate Planning, Arbitration & Mediation and Elder
Northeastern University School of Law
I attended law school seeking to make the legal process less mysterious to non-lawyers. This philosophy still guides me now, over twenty five years later. I combine extensive legal experience and an understanding of the intensive role as a caregiver, especially to aging family members. My own caregiving experience informs my legal practice and the legal planning needed to provide the best possible outcome for families.
Donna Quinn
Claimed Lawyer ProfileSocial Media
Framingham, MA Estate Planning Attorney with 31 years experience
(508) 626-2226 1253 Worcester Road
Suite 303
Framingham, MA 01701
Estate Planning, Bankruptcy, Business and Tax
Boston University School of Law and New England Law | Boston
Jonathan E. Fields
Claimed Lawyer Profile
Wellesley, MA Estate Planning Lawyer with 28 years experience
(781) 489-6776 20 William Street
Wellesley, MA 02481
Free ConsultationEstate Planning, Arbitration & Mediation, Divorce and Family
Boston University School of Law
Wellesley, MA lawyer, Attorney Jonathan Fields has more than 17 years experience representing clients with a high level of personal care and professionalism. His approach to the complex area of family law is innovative, compassionate and geared to the best interests of his clients. Mr. Fields serves on the executive board of the Massachusetts Council of Family Mediation. In addition, he co-chairs the Nominating Committee for the Massachusetts Council of Family Mediation. Website: http://www.FieldsDennis.com
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 T Liberis
Claimed Lawyer Profile
Wellesley Hills, MA Estate Planning Lawyer with 14 years experience
(781) 431-9788 70 Walnut Street
Wellesley Hills, MA 02481
Estate Planning and Probate
Suffolk University Law School
Brian Liberis is a Massachusetts estate planning attorney who concentrates his practice in trust and estate planning and probate administration. His experiences in both lifetime planning and post-mortem administration have given him a unique perspective into the planning process, allowing him to expertly advise clients and guide them during various stages of their lives.
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...
Matthew Scafidi
Claimed Lawyer Profile
Wellesley, MA Estate Planning Attorney with 14 years experience
(781) 210-4710 310 Washington Street
Suite 201
Wellesley, MA 02481
Estate Planning and Real Estate
New England Law | Boston
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...
Carl Emilio D'Angio Jr
Claimed Lawyer Profile
Waltham, MA Estate Planning Lawyer with 29 years experience
(781) 894-6028 11 Spring St
Waltham, MA 02451
Estate Planning, Bankruptcy, Divorce and Probate
New England Law | Boston
Robert Ryan
Claimed Lawyer ProfileSocial Media
Marlborough, MA Estate Planning Lawyer with 27 years experience
(508) 459-8509 200 Cedar Hill Street, Suite 200
Marlborough, MA 01752
Estate Planning, Elder and Tax
Sheryl Dennis
Claimed Lawyer Profile
Wellesley, MA Estate Planning Attorney with 29 years experience
(781) 489-6776 20 William Street
Wellesley, MA 02481
Estate Planning, Divorce and Family
Mr. Daniel W. Keleher
Claimed Lawyer ProfileSocial Media
Waltham, MA Estate Planning Lawyer with 17 years experience
(617) 671-5336 393 Totten Pond Road, Suite 204
Waltham, MA 02451
Estate Planning, Business, Employment and Insurance Claims
With the firm since May of 2009, Attorney Keleher works with clients to resolve legal disputes both in court as a civil litigator and also through collaborative law. In collaborative law, the parties, represented by attorneys, communicate and negotiate directly with each other, without court intervention, to achieve their objectives. Attorney Keleher’s litigation and collaborative practice largely mirrors the transactional practice areas of the firm (trusts and estates, real estate, and business). In addition, Attorney Keleher practices in the areas of insurance coverage, employment, personal injury, bankruptcy, and municipal law. Attorney Profile: http://www.beliveaulaw.net/our-team/attorney-daniel-w-keleher/
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
David M. Beliveau
Claimed Lawyer Profile
Waltham, MA Estate Planning Attorney with 21 years experience
(781) 890-8600 393 Totten Pond Rd
Suite 204
Waltham, MA 02451
Estate Planning, Business, Elder and Probate
David M. Beliveau, Esq., CPA is the founder of the Law Office of David M. Beliveau, LLC ("Beliveau Law Office") with offices in Naples, Florida, Waltham, Massachusetts and Salem, New Hampshire. Attorney Beliveau represents both individuals and businesses. He has clients in Florida, Massachusetts, and New Hampshire. Attorney Beliveau has been named a "Massachusetts Rising Star" by the publishers of Boston Magazine and Law and Politics Magazine. The distinction, awarded to less than five percent (5%) of all Massachusetts lawyers, was based on ballots cast by Massachusetts attorneys, asking them to identify the best lawyers, under the age...
Bunker L Highmark Mr.
Claimed Lawyer Profile
Wellesley Hills, MA Estate Planning Attorney
(781) 431-9788 70 Walnut Street
Wellesley Hills, MA 02481
Estate Planning and Tax
University of Connecticut School of Law and Boston University School of Law
Bunker L. Highmark is a Massachusetts estate planning attorney who concentrates his practice in estate and tax planning and estate administration. Bunker takes a broad-based approach to estate planning and has extensive experience in advising clients how to reduce estate tax burdens, provide for their families, and meet other specific objectives. In addition to traditional estate planning, Bunker has worked closely with entrepreneurs and family businesses, performing asset protection analysis, creating asset protection structures and helping clients with succession planning for their closely held businesses. Bunker is based in our Wellesley, Massachusetts office and also works with clients at the Franklin...
Leigh Ann Elizabeth Pond
Claimed Lawyer Profile
Southborough, MA Estate Planning Attorney with 10 years experience
(508) 281-7900 56 Central Street
Southborough, MA 01745
Estate Planning
Matthew W. McCook
Claimed Lawyer Profile
Marlborough, MA Estate Planning Attorney
(508) 485-4500 277 Main St.
Marlborough, MA 01752
Estate Planning
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,...
Alexis Kaplan
Claimed Lawyer ProfileSocial Media
Boston, MA Estate Planning Lawyer with 8 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.
Gabriel Cheong
Claimed Lawyer ProfileBlawgsearchSocial Media
Needham, MA Estate Planning Attorney with 12 years experience
(617) 209-2230 75 Second Avenue
Suite 605
Needham, MA 02494
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.
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
David Valente
Claimed Lawyer ProfileSocial Media
Boston, MA Estate Planning Lawyer with 10 years experience
(617) 218-2000 101 Huntington Avenue
Suite 500
Boston, MA 02199
Estate 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...
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
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.
Jason Carrozza
Claimed Lawyer ProfileSocial Media
Medway, MA Estate Planning Lawyer with 15 years experience
(508) 803-1333 201 Village Street, Suite D
Medway, MA 02053
Free ConsultationEstate Planning, Divorce, Family and Probate
New England Law | Boston
Jason M. Carrozza is a partner and founder of Family Legal Partners, P.C. Attorney Carrozza was previously the owner of Carrozza Law Office, P.C., a law firm which also focused on family law and estate planning. In 2014, Jason was selected as a Massachusetts Rising Star by New England Super Lawyers and Boston Magazine. Attorney Carrozza graduated from New England Law with magna cum laude honors. Admitted to practice before the Massachusetts Courts, he is a member of the Massachusetts Bar Association. Attorney Carrozza has been certified to accept trial level state intervention assignments for the Children and...
Joanne Belasco
Claimed Lawyer ProfileQ&ASocial Media
East Boston, MA Estate Planning Lawyer with 25 years experience
(617) 991-8905 10 Bremen Street
East Boston, MA 02128
Estate Planning, Elder, IP and Trademarks
Suffolk University Law School
That’s me, Jo Belasco, Esq., in the picture with one of my horses, a Mustang mare named Reboot. You won’t see many pictures like that as an attorney profile picture, but I’m not your average attorney. I know that a lot of people are afraid of attorneys and the law. They dread doing things like creating a will or trust.

I want my clients to know that the law is a tool they can use to enrich their lives. My job is to help with that process, and I do my job by explaining the law to you, not talking...
Kristine Potter Romano
Claimed Lawyer ProfileSocial MediaResponsive Law
Northborough, MA Estate Planning Lawyer with 16 years experience
(508) 393-0500 290 W. Main Street, Suite 6
Northborough, MA 01532
Estate Planning, Elder and Probate
Western New England University School of Law and New England Law | Boston
Timothy F Robertson
Claimed Lawyer ProfileSocial Media
Charlestown, MA Estate Planning Lawyer with 12 years experience
(617) 702-2449 529 Main Street
Suite 200
Charlestown, MA 02129
Estate Planning, Business and Probate
New England Law | Boston
Timothy F. Robertson is the Principal and Managing attorney of T FRANK LAW, PLLC, an estate planning and probate law office located in Charlestown, Massachusetts. Tim is admitted to practice law in Massachusetts, as well as the United States District Court, District of Massachusetts. He is a member of the Boston Bar Association's Solo & Small Firm Steering Committee, in addition to the probate, business, and taxation law sections of the Massachusetts Bar Association. Tim has served as an ombudsman for the Executive Office of Elder Affairs and also served on the City of Somerville's Human Rights Commission. He is...
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
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...
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...
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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.