Wellesley Estate Planning Lawyers

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,...

John is an experienced Massachusetts and New Hampshire Attorney. His practice includes Estate Planning, Probate, Business, Real Estate and Elder Law matters. John has been practicing for 25 years and brings extensive knowledge and skill to every case. He is committed to providing zealous representation to meet his clients' needs and goals. John is a compassionate and dedicated advocate.

In 1991, John received a B.A. from Middlebury College. He obtained his J.D. from the New England School of Law in 1994. John has been honored with a Distinguished Rating from Martindale-Hubbell. He is a member of the Massachusetts Bar Association, New...

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,...

Michael M. Marques is the founder and principal attorney of The Marques Law Firm, PLLC. The firm focuses on estate planning, wealth preservation, tax audit, business formation as well as internet, eCommerce and personal injury. Michael was previously with the Law Offices of Kiepura & Associates, a sophisticated boutique law firm focused on personal and corporate tax and finance law. Michael has represented numerous clients on a wide range of issues from comprehensive estate plans to large Internal Revenue Service and state audits.

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.

Attorney Julie Lamkin earned her J.D. at the Massachusetts School of Law in Andover and was admitted to the Massachusetts Bar in 2010. Julie is a Massachusetts native and earned her bachelors degree from Suffolk University in 2006, graduating magna cum laude. Before joining Jeffrey Glassman Injury Lawyers, 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 Jeffrey Glassman Injury Lawyers, Julie enjoys working with different clients every day and strives to provide each...

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...

I am an experienced attorney serving clients throughout Massachusetts. I am dedicated to helping you get the results you need. At my firm, we offer personalized attention and take a team approach so that no matter who you go with in our firm, the expertise of the whole team weighs in on your case. If you are looking for an attorney who is in your corner and on your side, call today for a free consultation!

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 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...

John Martino is a general practice attorney who is experienced and knowledgeable in many areas of the law. His passion for his work is evident in his strong commitment to his clients. He and his team have a vast experience in many different areas of practice. He regularly provides representation to both individuals and corporations in residential and commercial cases. From family law to real estate and Estate Planning to Probate law, Attorney Martino is as comfortable in the conference room as the courtroom and offers personal attention and care to each and every client. Attorney Martino has successfully managed...

I grew up in western Pennsylvania and graduated from Slippery Rock University (yes, there really is a Slippery Rock) with a degree in psychology and a minor in gerontology. I returned to Slippery Rock and earned a master’s degree in counseling gerontology. I spent two years in Maine working with adults with mental health issues before moving to Massachusetts. For many years, I worked as the director of a psychiatric day treatment program in the greater Boston area. During that time, I also filled in on an emergency services team doing psychiatric evaluations on persons of all ages who were...

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...

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.

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 G. Karr, Esq., is the founder and principal attorney of The Heritage Law Center, LLC—an estate planning and elder law firm in Woburn, MA. He opened his law firm in 2011 because he wanted to bring back personal relationships to the estate planning and elder law process. Each family has unique goals, and therefore unique plans are needed to achieve those goals. So, he gets to know each client and then works with them to create plans tailored to protect them, their assets, and their families. He shares his expert knowledge in a way that’s easy to understand, and...

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...

Keith E. Phillis focuses his practice on tax, corporate and renewable energy matters. His tax experience includes extensive involvement with the structuring and sale of investment assets in a wide range of industries. His corporate experience includes all aspects of business formation and governance, from start-ups to asset portfolios valued at over $500M. Keith's renewable energy experience extends to the identification, structuring, development, financing and sale of renewable energy projects throughout Rhode Island, Massachusetts and Connecticut.

Keith represents renewable energy asset developers and asset managers at all stages in an asset's life, from identification and due diligence of opportunities to acquisition...

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 fights for his personal injury clients rights in court.

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.

Second Office Location: 75 Third Ave, Waltham, MA 02451 James Haroutunian, Esq. established Priority Law, as a specialized estate planning practice in the Greater Lowell area providing wills, trusts, and elder law services conveniently in its offices, clients’ homes, or at a hospital bedside. For over 20 years, James Haroutunian authored a weekly legal advice column in the Lowell Sun Newspaper. James has been featured on Fox 25 News and is a member of the National Academy of Elder Law Attorneys and the American Bar Association. A native of Billerica, James was...

As the founder and principal attorney at Pesce Law Office, it is my mission to help as many people and families in my community find joy in their incredible lives. I believe that comprehensive estate planning is a crucial component of achieving your life goals. Estate planning may feel like a daunting task; after all, we’re talking about things we don’t want to even think about. With my client-centric systems, our office makes it simple for you, your family, and your loved ones to complete your estate plan and rest easy knowing your documents are in place. We take a...

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...

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...

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...

Estate Planning and Real Estate Attorney licensed in New Hampshire and Massachusetts.

Joe Kropp is a Massachusetts probate litigation attorney who concentrates his practice in probate litigation and civil litigation. Joesph focuses his practice on probate litigation and includes will contests, trust and estates disputes, contested guardianship and conservatorships, representing trustees and other fiduciaries, beneficiaries and heirs. He also has extensive experience advising and representing individual and corporate clients in a wide range of civil cases, including business, contract, employment, partnership and real estate. Joe has successfully tried numerous cases in the Probate and Superior Courts of Massachusetts. He has won appeals in both the Massachusetts Appeals Court and the Supreme...

Attorney Gina Ghioldi is the founding partner of The Law Office of Gina M. Ghioldi, P.C., a boutique family law firm located in Lexington, Massachusetts. She is a graduate of Simmons College and Suffolk University Law School. Gina is licensed to practice law in Massachusetts and the District of Columbia. Gina manages the firm and works very closely with Attorney Rebecca Ryan on all the firm’s cases. She is also a trained mediator guiding people to resolution on all family-related matters such as divorce, paternity, post-divorce modifications (custody/parenting/relocation/child support/alimony) and disputes regarding care of elderly parents, disabled family members and family...

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 Snell is the principal of the Law Office of Brian C. Snell with offices in Marblehead and Reading. Attorney Snell concentrates in Estate Planning, Probate and Trust Administration, Guardianships and Elder Law. Attorney Snell is a graduate of the University of Massachusetts and Suffolk University Law School. As a new resident of Marblehead, he has volunteered with the Marblehead Arts during the July 4th Celebrations and has transferred is Rotary membership to Marblehead Rotary Club where he will serve on the Board of Directors beginning in 2023 and was a member of the 100 Year Celebration...