Westport Point, Massachusetts Probate Lawyers

Patricia Bloom-McDonald
Claimed Lawyer Profile
Westport, MA Probate Lawyer with 15 years experience
(508) 646-9888 1105 State Road, Route 6
P. O. Box 858
Westport, MA 02790
Free ConsultationProbate, Elder, Estate Planning 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...
(781) 713-4709 1017 Turnpike Street, Route 138, Suite 23
Canton, MA 02071
Keith E Phillis
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Swansea, MA Probate Attorney with 2 years experience
(508) 812-0210 Swansea Professional Park, Suite 12
1010 GAR Highway
Swansea, MA 02777
Free ConsultationProbate, Bankruptcy, Estate Planning and Tax
Roger Williams University
Keith Phillis is the Managing Partner at Carreiro Phillis PLLC. He focuses on planning for businesses and individuals. Keith provides individuals with tax and estate planning services, allowing clients to take advantage of gift and estate tax provisions to ensure that they preserve their wealth for the next generation. Keith also assists clients with formation of businesses and advises existing corporations and partnerships in transactional and organizational functions. Keith has experience in the formation and operation of non-profit and tax-exempt organizations. Keith has gained experience in federal tax and bankruptcy laws and brings this experience to the firm, allowing him...
Brian Barreira
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Plymouth, MA Probate Attorney with 33 years experience
(508) 747-8282 118 Long Pond Road
Suite 206
Plymouth, MA 02360
Probate, Elder, Estate Planning 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
Amber R. Cohen
Claimed Lawyer ProfileSocial Media
Raynham, MA Probate Lawyer with 10 years experience
(508) 880-6677 10 Commerce Way
Raynham, MA 02767
Probate, Divorce, Domestic Violence and Family
University of Massachusetts - Dartmouth
Areas of practice: Adoption, Divorce, Child Support Modification, Family Law, Civil Litigation, Criminal Law, Estate Litigation, Guardianship of Incapacitated Persons, Guardianship of Minors, Termination of Guardianship, Paternity, Restraining Orders, Debt Collection, Visitation/Custody Dispute, 93A Consumer Protection, and General Litigation Before co-founding Cohen Cleary, P.C., Attorney Cohen worked as associate counsel with Schonland & Associates, P.C. Attorney Cohen concentrates her legal practice in the areas of family law, probate and estates, guardianships of minors and incapacitated persons as well as civil litigation. Attorney Cohen is passionate about her work in representing those who are in need of legal representation, and strives...
(508) 880-6677 385 Court Street
Suite 102
Plymouth, MA 02360
Peter C Herbst Jr
Claimed Lawyer ProfileQ&ASocial Media
Braintree, MA Probate Lawyer with 12 years experience
(781) 843-5030 1000 Washington Street
Braintree, MA 02184
Free ConsultationProbate, Elder and Estate Planning
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...
Matthew L Fabisch
Claimed Lawyer ProfileQ&ABlawgsearchSocial Media
Brockton, MA Probate Attorney
(401) 324-9344 664 Pearl St.
Brockton, MA 02301
Probate, Estate Planning, Social Security Disability 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
Josey Lyne Payne Esq.
Claimed Lawyer ProfileSocial Media
Rockland, MA Probate Lawyer with 4 years experience
(781) 871-0257 Eleven Albion Court
Rockland, MA 02370
Probate, Divorce, Estate Planning and Family
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.
Stephen F McDonough Esq.
Claimed Lawyer ProfileBlawgsearchSocial Media
Norfolk, MA Probate Lawyer with 13 years experience
(508) 359-4043 65 Holbrook St
Suite 270
Norfolk, MA 02056
Free ConsultationProbate, Arbitration & Mediation, Divorce and Family
Suffolk University Law School
I am a divorce and family law attorney and mediator in Massachusetts, and the owner of Next Phase Legal LLC in Norfolk, MA. I also provide parenting coordination services and am a trained collaborative law practitioner.

For more info about me, you can read my full bio here: http://nextphaselegal.com/about-us/stephen-mcdonough/
Robert Andrew Lane
Claimed Lawyer Profile
East Weymouth, MA Probate Lawyer with 26 years experience
(781) 335-0374 528 Broad St
East Weymouth, MA 02189
Free ConsultationProbate, Divorce, Estate Planning and Family
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...
Timothy E. Angley
Claimed Lawyer ProfileSocial Media
Plymouth, MA Probate Lawyer with 18 years experience
(508) 746-1382 121 Warren Avenue
Plymouth, MA 02360
Free ConsultationProbate, Business, Estate Planning 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.
Jason Carrozza
Claimed Lawyer ProfileSocial Media
Franklin, MA Probate Lawyer with 14 years experience
(508) 803-1333 2 Master Drive, Suite 4
Franklin, MA 02038
Free ConsultationProbate, Divorce, Estate Planning and Family
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...
(508) 803-1333 201 Village Street, Suite D
Medway, MA 02053
Stephen K Withers Jr.
Claimed Lawyer Profile
Attleboro, MA Probate Lawyer with 12 years experience
(508) 222-0002 144 Bank Street
P.O. Box 2320
Attleboro, MA 02703
Probate, Business, Estate Planning 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...
Thomas Wertman
Claimed Lawyer ProfileSocial Media
Hyannis, MA Probate Attorney with 4 years experience
(508) 775-7800 1060 Falmouth Road
Suite B
Hyannis, MA 02601
Free ConsultationProbate, Elder, Estate Planning and Tax
University of New Hampshire School of Law and Pennsylvania State University - University Park
Terrence T. Sweeney
Claimed Lawyer Profile
Brockton, MA Probate Attorney with 43 years experience
(617) 481-6187 831 Pleasant Street
Brockton, MA 02301
Probate, Bankruptcy, Business and Consumer
Suffolk University
Boston College and Suffolk University Law School has been followed by more than forty years in the active practice of law focusing on consumer issues: I am a debt relief agent helping people file for relief under the Bankruptcy Code. I prepare wills, trusts, and help people get divorces, buy or sell their homes, or set up small businesses.

Over the years I have taught law courses as an adjunct instructor at several schools and colleges.
I offer an initial, free consultation so that you can judge whether I am a good fit as your attorney. That initial consultation will involve a...
John S. Booth
Claimed Lawyer Profile
Barnstable, MA Probate Attorney with 4 years experience
(508) 202-1709 3180 Main Street
P.O. Box 1215
Barnstable, MA 02630
Probate, Elder, Estate Planning and Tax
Boston University School of Law and Roger Williams University School of Law
Attorney John S. Booth is a graduate of Penn State University and received his Juris Doctor from Roger Williams University School of Law, and the degree of Master of Laws in Taxation from Boston University School of Law. Prior to founding Booth Law, P.C., John was an associate attorney at Haddleton & Associates, P.C. in Hyannis, MA. John represents clients in the areas of elder law and estate planning, tax, real estate, business and corporate law, trust and estate administration, and fiduciary litigation. John is a member of the American Bar Association, the Massachusetts Bar Association,...
Mary E. Bono
Claimed Lawyer ProfileSocial Media
Stoughton, MA Probate Attorney
(781) 436-8667 247 Washington Street
Suite 20
Stoughton, MA 02072
Free ConsultationProbate, Estate Planning, Family and Immigration
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...
Patricia M Shumaker
Claimed Lawyer Profile
Norwell, MA Probate Lawyer with 18 years experience
(617) 965-7995 5 Assinippi Avenue
Norwell, MA 02061
Probate, Elder and Estate Planning
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
Alexander Nesson
Claimed Lawyer Profile
Taunton, MA Probate Lawyer with 23 years experience
(508) 828-6540 4 Court Street
Suite 105
Taunton, MA 02780
Free ConsultationProbate, Criminal, Divorce and Family
The George Washington University Law School
I represent people going through difficult legal issues. I have represented thousands of cases. I handle a significant amount of trials and litigations. This includes high conflict custody cases along with DCF cases. I have also worked as a GAL and mediator in divorce cases. I had worked in the US AG and DA's office and handled numerous criminal cases
Osler (Pete) L. Peterson
Claimed Lawyer ProfileSocial Media
Medfield, MA Probate Lawyer with 42 years experience
(617) 969-1500 66 North Street
PO Box 358
Medfield, MA 02052-0358
Free ConsultationProbate, Medical Malpractice, Personal Injury and Products Liability
Suffolk University Law School
PETERSON | Law
580 Washington Street, Newton, MA 02458
66 North Street, P.O. Box 358, Medfield, MA 02052.

Law practice emphasizing (1) litigation, (2) real estate/land use, and (3) estate planning/administration. Litigation experience across a broad spectrum - personal injury, consumer, business, employment, will and probate contests, landlord tenant, collections, construction, and contract disputes. Formerly a partner in Freeto, Peterson & Scoll 1984 - 2006.

HONORS
• AV rated since 1988 (“Very High to Preeminent” attorney) by fellow lawyers, per Martindale-Hubbell (http://martindale.com). (“An AV rating is a significant accomplishment - a testament to the fact that a lawyer's peers...
(617) 969-1500 580 Washington Street
Suite B
Newton, MA 02458
Morgan Bernal
Claimed Lawyer ProfileSocial Media
Sharon, MA Probate Attorney with 3 years experience
(617) 901-0052 15 S. Main Street, #125
Sharon, MA 02067
Free ConsultationProbate, Divorce, Estate Planning and Family
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...
James Jerome Coogan
Claimed Lawyer Profile
Attleboro, MA Probate Lawyer
(508) 222-0002 144 Bank St
Attleboro, MA 02703
Probate, Business and Estate Planning
A partner with the firm, concentrates his practice in the areas of corporate and business law, probate, trusts and estates. Attorney Coogan graduated from Boston College and Boston College Law School, where he was a member of the Boston College Industrial and Commercial Law Review. He is licensed to practice law in the state courts of Massachusetts and New York, as well as the U.S. District Courts for the District of Massachusetts and the District of Rhode Island. Attorney Coogan is President of the Ernest H. Augat Charitable Foundation, serves on the Board of the Bristol County...
Ronald J. Mone
Claimed Lawyer Profile
South Easton, MA Probate Lawyer with 27 years experience
(508) 238-8801 49 Belmont Street Rear
South Easton, MA 02375
Probate, Divorce, Estate Planning and Family
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!"
Christopher J. Fein
Claimed Lawyer Profile
Braintree, MA Probate Lawyer with 15 years experience
50 Braintree Hill Office Park
Suite 302
Braintree, MA 02184
Free ConsultationProbate, Bankruptcy, Business and Estate Planning
Lawrence Hale
Claimed Lawyer Profile
Carver, MA Probate Attorney with 43 years experience
(508) 866-2900 128 Main Street
Suite 7
Carver, MA 02330
Free ConsultationProbate, Bankruptcy, Estate Planning and Family
Northeastern University School of Law
See my website at www.halelaw.net
(508) 888-6700 141 Route 6A
Suite 3
Sandwich, MA 02563
Tracey Taylor
Claimed Lawyer Profile
Barnstable, MA Probate Lawyer with 25 years experience
(508) 362-3010 3206 Main Street
P.O. Box 45
Barnstable, MA 02630
Probate, Business, Estate Planning and Family
Boston College Law School
I am a general practitioner with extensive experience in civil litigation matters.
Joseph David Kropp
Claimed Lawyer Profile
Franklin, MA Probate Attorney with 41 years experience
(508) 520-2200 1000 Franklin Village Dr
Franklin, MA 02038
Probate, Business and Estate Planning
Suffolk University Law School
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...
Matthew Harper-Nixon
Claimed Lawyer ProfileSocial Media
Norfolk, MA Probate Attorney with 13 years experience
(508) 528-4007 158 Main Street
Norfolk, MA 02056
Probate, Appeals, Criminal and Estate Planning
Suffolk University Law School
Alexander Matulewicz
Claimed Lawyer ProfileSocial Media
Walpole, MA Probate Lawyer
1600 Boston Providence Highway
Walpole, MA 02081
Probate, Divorce, Estate Planning and Family
Anthony Hudson Gemma
Claimed Lawyer Profile
Braintree, MA Probate Attorney with 29 years experience
(781) 380-8183 35 Braintree Hill Park
Suite 404
Braintree, MA 02184
Probate, Elder and Estate Planning
Boston College Law School and Boston University School of Law
Boston College, BA (1984) Boston College Law School, JD (1988) For more information please visit: www.gemmalawoffice.com
Mr. Timothy J McNamara Esq.
Claimed Lawyer Profile
Sandwich, MA Probate Lawyer with 8 years experience
(508) 888-8100 128 Route 6A
P.O. Box 1196
Sandwich, MA 02563
Probate, Bankruptcy, Business and Estate Planning
Born and raised on Cape Cod, I am proud to be able to help the people in my community plan for, or otherwise address, legal issues in family and in business. My office is very knowledgeable in advising small businesses both new and old, families that range from 2 to 20 members, and consumer and business bankruptcies. Please don't hesitate to give my office a call if you have any questions in these areas.
Richard Reilly Jr
Claimed Lawyer Profile
East Sandwich, MA Probate Lawyer with 19 years experience
PO Box 33
East Sandwich, MA 02537
Probate, Estate Planning and Real Estate
Suffolk University Law School
Peter M. Dempsey
Claimed Lawyer Profile
Pembroke, MA Probate Attorney with 31 years experience
(781) 331-1500 196 Plain Street
Pembroke, MA 02359
Probate, Criminal, Divorce and Estate Planning
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.
Kevin P. Whitaker
Claimed Lawyer Profile
Weymouth, MA Probate Attorney
(781) 335-0224 53 Winter Street
Weymouth, MA 02188
Probate, Bankruptcy, Business and Employment
Southern New England School of Law
Jennifer Louise Kurzon
Claimed Lawyer Profile
Uxbridge, MA Probate Lawyer with 29 years experience
(213) 713-5055 117 OLD MILLVILLE RD
Uxbridge, MA 01569
Probate, Business, Employment and Insurance Claims
McGeorge School of Law Univ of the Pacific
William M. Driscoll Esq.
Claimed Lawyer ProfileSocial Media
Chelmsford, MA Probate Lawyer with 13 years experience
(978) 846-5184 119 Drum Hill Road #381
Chelmsford, MA 01824-1505
Probate, Appeals, Criminal and Family
New England Law | Boston
I focus my law practice on topics I enjoy, appellate litigation and gun law. People who like what they do go that extra mile. This is what my statewide and nationwide clients experience. Every client receives my personal attention. I am proud to offer approachability, attention to detail, and quality of service. Appellate litigation requires superior analytical skills. The tenacity to examine a problem from all angles. I strive for a complete answer, not a fast answer, because that is what the appellate court asks of me. After all, my client's appeal is their last resort to ensure our...
Justin Lee Kelsey
Claimed Lawyer ProfileSocial Media
Framingham, MA Probate Attorney with 13 years experience
(508) 655-5980 160 Speen St. Suite 202
Framingham, MA 01701
Probate, Arbitration & Mediation, Divorce and Family
Boston University
Using knowledge and training to find fair solutions that help bring an END to disputes. We are a FAMILY that helps other families resolve CONFLICT.
Alexis Kaplan
Claimed Lawyer ProfileSocial Media
Boston, MA Probate Lawyer with 7 years experience
(617) 903-0225 92 State Street, 2nd Floor
Boston, MA 02109
Probate and Estate Planning
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.
Elizabeth K. Halloran
Claimed Lawyer ProfileSocial Media
Leominster, MA Probate Attorney with 5 years experience
(978) 534-2444 142 Main Street
Leominster, MA 01453
Probate, Divorce, Estate Planning and Family
New England Law | Boston

Elizabeth K. Halloran, Associate Attorney with the firm concentrates her practice in all aspects of divorce and family law, criminal defense, personal injury, litigation and real estate. Ms. Halloran began her practice of law in 2012 after earning her Juris Doctor from New England Law | Boston.

Prior to joining the Roncone Law Offices, PC, Ms. Halloran was a Prosecutor/Assistant District Attorney with the Worcester County District Attorney's Office where she handled prosecution of various felonies and misdemeanors before the District and Superior Courts. Just prior to joining the firm, she was responsible for prosecuting domestic violence related crime(s.) She has...
John Lawrence Roncone III
Claimed Lawyer ProfileSocial Media
Leominster, MA Probate Attorney with 27 years experience
(978) 534-2444 142 Main Street
Leominster, MA 01453
Probate, Criminal, Divorce and Family
New England Law | Boston
Attorney John L. Roncone, III. (Jay), began his practice of law in 1991 after graduating from Gettysburg College (PA) and the New England School of Law (Boston, MA). He has practiced primarily in the areas of: personal injury (auto accidents, dog bites, slip and fall), criminal defense (assault, DWI/OUI, drug charges, etc.), litigation, real estate and family law (divorce, child support, restraining orders, adoption, etc.). He has extensive experience representing clients in the various District Courts, Probate and Family Courts, Superior Courts, and Federal Courts within the Commonwealth of Massachusetts. He has also successfully represented parties in numerous arbitration and...
David Valente
Claimed Lawyer ProfileSocial Media
Boston, MA Probate Lawyer with 9 years experience
(617) 218-2000 101 Huntington Avenue
Suite 500
Boston, MA 02199
Free ConsultationProbate, Business and Estate Planning
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...