Waban Estate Planning Lawyers

I have been in private practice exclusively in special needs law, elder law, and estate planning for 27 years. I have taught law school at the JD and LLM level since 2005, and recently stepped down as a full-time Professor and Director of the Graduate Program (LL.M.) in Elder Law and Estate Planning at Western New England University School of Law to return to full-time private practice as a partner at Special Needs Law Group of Massachusetts, PC (“SNLG”). I continue to teach in the LLM program at Western New England as an Adjunct Professor.

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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...

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.

Over 20 years of legal experience. Her career has included the following areas of law: family law, estate planning, immigration, school disability law, labor and employment law, corporate litigation, bankruptcy litigation, workers’ compensation and collections law. “Special Needs Law Group has had the honor of serving hundreds of families in Massachusetts over the years, and Phyllis’ knowledge, passion and expertise will help us expand our reach so that more families have the support they need.” says the firm’s founder Annette Hines. Ms. Jones brings her strong advocacy skills to the practice along with her representation on a number...

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...

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...

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...

I have been an attorney for more than twenty-five years and use my extensive experience practicing law in the following areas.

Probate Matters

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.

Real Estate

I represent buyers and sellers of real estate and assist with purchase and sale agreements and real estate closings.


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Julie McQuade Ladimer is not your average estate planning attorney. Her mission is to help as many people as possible avoid the Probate Courts; why make a difficult situation even more stressful by getting courts involved in your estate? She is able to break down the difficult process and educate her clients on how to set themselves and their families up for smooth transitions. She does this by bringing vibrance and wit to the table which helps her clients to relax during the meeting. Her clients leave their meetings feeling empowered and relieved. Julie considers...

MA Wills and Trusts can assist you with all matters related to Estate Planning. It's the only law we practice. Our estate planning services are intended to provide a smoother and more orderly transfer of assets while avoiding what can be a confusing, lengthy and costly probate process. It also addresses matters when you or a spouse becomes incapacitated.

I have been enjoying the practice of law for 25 years. Probate and Estate Planning are my choice areas, where I find the most meaning in my practice. I assisted the executor with probating my first estate back in 1994. It was challenging. The Probate Court had a hefty estate recovery Lien on the file for past medical care, which had to be negotiated and paid off. There was also income from a personal injury case that had to be resolved, at which time I learned about the favorable tax laws as to income...

Martin Murphy was admitted to the Massachusetts Bar in 1993. He currently serves on the MWI Boston Municipal & District Court Mediation Panel. He is a member of the ABA Section of Dispute Resolution Collaborative Law Committee and Mediation Committee. Marty brings his widespread experience in family business to his work with clients. He has an extensive background in business operations, management and ownership structures. He was a second-generation executive in his own family’s business and has held key positions in other closely held and family owned businesses. For more than 15 years he has provided...

Estate planning is more than planning for your passing, it’s planning for your family’s future. I help clients protect their financial and valuable interests during life, and develop with them a customized estate plan designed to ensure cost-effective asset transfers and further the financial protection of loved ones after death. A comprehensive estate plan should be undertaken by all adults. Without an estate plan, unfortunate consequences can arise, including: • If you become disabled without a Medical and Financial Power of Attorney expressing your care, or funeral wishes, your family may need to seek court-ordered guardianship or conservatorship, which can be expensive, intrusive,...

Matthew E. Sullivan is the founder and principal at M. E. Sullivan Law, LLC. His practice focuses on trust and estate planning and administration for individuals and families. His practice also includes helping survivors with estate settlement and the Massachusetts probate process.

He is a graduate of Northeastern University School of Law, the Boston University Graduate School of Management, and the College of Information and Computer Sciences at the University of Massachusetts at Amherst. He has been licensed to practice law in Massachusetts since 2002.

In his spare time Matt can be found riding his bicycle. He has participated in the Pan-Mass...

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,...

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...

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...

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. ...

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...

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.

Timothy J. Erasmi is the Virtual Estate Attorney. He specializes in Estate Planning, Real Estate, Probate, and Tax. He also currently works as Of Counsel for John Mackey, P.C., while taking on various consulting roles for other Massachusetts firms from time to time. He is admitted to the Bar of Massachusetts, United States Tax Court, and the United States District Court of Massachusetts. He is a proud member of the Massachusetts Bar Association, Barnstable County Bar Association, WealthCounsel, MCLE: New England, and the Estate Planning Council of Cape Cod. In his free time, Attorney Erasmi enjoys golfing, attending local sporting events,...

Attorney Donna M. Quinn, an experienced Metrowest Attorney, is a graduate of the University of Massachusetts (B.A. Magna Cum Laude). She obtained her Juris Doctorate (J.D.) from New England School of Law and a Master Degree in Taxation (LL.M.) from Boston University School of Law. She has been a practicing attorney in the State of Massachusetts for over twenty five years and is a member of the Massachusetts Bar Association and the Real Estate Bar Association. Attorney Quinn’s practice consists of Real Estate Law, Conveyancing, Federal and State Taxation, Estate Planning, Wills, Trusts, Corporations, and LLC’s. She is admitted to...

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...

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...

Danielle has been a licensed attorney since 2001. She earned her B.A. with honors from The George Washington University in Washington, DC in 1998, and her J.D. from Boston University School of Law in 2001 where she returned in 2021 to pursue her Legal Masters Degree (LLM) in Taxation with a concentration in Trusts and Estates. Danielle founded DGVE law, LLC in Hingham in 2008 and has helped hundreds of Massachusetts families plan for their families with wills, trusts, and comprehensive estate plans. Danielle emphasizes deeply with her clients. As a mother of 4 daughters, she understands all too well the time...

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.

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 practiced 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.

“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...