Top best Estate Planning Lawyers Near me in ZIP 02494

Robert Arone is a member of the Needham law firm Orsi, Arone, Rothenberg, Iannuzzi, & Turner, LLP. The firm provides a full range of legal services in the areas of estate planning, taxation, business law, real estate and litigation. Mr. Arone concentrates his practice in advising individuals in the areas of estate planning, taxation, and business law.. Mr. Arone previously worked at a trust and estate boutique firm in Boston as an attorney in their Estate Planning Department. He also worked at Ernst and Young, LLP as a personal advisor in their Family Wealth Planning Group, concentrating in the areas of estate, financial and tax planning.. Mr. Arone is a member of the Boston Estate Planning Council, the Boston Bar Association, and the Massachusetts Bar Association. Mr. Arone is also a Certified Public Accountant and is a member of the American Institute of Certified Public Accounts and the Massachusetts Society of Certified Public Accountants where he served on the Personal Financial Planning committee. Mr Arone is a member of Wealth Counsel, LLC, the Advisors Forum, and Elder Counsel, National Academy of Elder Law Attorneys (NAELA).. Mr. Arone has previously 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 upon ballots cast by Massachusetts attorneys, asking them to identify the best lawyers, under the age of forty (40), whom they had personally observed in action.. Mr. Arone has also been named a “Massachusetts Super Lawyer” over the last several years. Additionally, Mr. Arone was named a Five Star Wealth Manager in 2011 by Boston Magazine.. Mr. Arone received a degree in Accounting (Magna Cum Laude) from Norwich University. He became a certified public accountant in 1993. He was awarded a Juris Doctor degree from Suffolk University School of Law and his LL. M. degree in Taxation from Boston University Law School in 2002.

Rob began his career in 1988 and worked for several boutique tax law firms, as well as the trust department of a bank, before starting his solo practice in 1994.  In addition to his estate and business planning practice, Rob has been involved with several charitable organizations, including a tenure of about ten years as Director and Vice President of PLAN of Massachusetts, Inc., an organization that serves as trustee and advocate for persons with disabilities.  Rob has also been an Adjunct Associate Professor of Business Law and Ethics at the Sawyer Business School of Suffolk University.. Needham, MA estate planning and tax attorney. Website:

Ken has brought to his practice some 30 years
of experience in several major law firms in Boston. Immediately
prior to his establishment in 2003 of a solo practice, he was a member
of the estate planning department of Bingham McCutchen LLP, an
international law firm. He was previously a partner of another
international law firm, Holland & Knight LLP (and of its
Boston-office predecessor, Sherburne, Powers & Needham, P.C.).. Greater Boston Estate Planning and Tax Attorney. Website:

Kate is an attorney at GANZ LAW GROUP LLC who practices in the areas of estate planning, taxation, probate, and estate administration. She helps individuals and families of all ages in creating Wills, Trusts, and other estate planning tools with the goal of crafting customized, integrated plans.. Kate regularly assists clients with the complexities of probating and administering estates, and brings her breadth of experience and knowledge to each step of the process.. She is sensitive to family dynamics and strives for practical and cost-effective settling of estates and trusts.. Kate is a great listener and is eager to answer her clients’ questions.

I am a member of the Needham law firm of Orsi Arone Rothenberg.  The firm provides a range of legal services in the areas of estate planning, elder law, taxation, and estate administration.  I concentrate my practice in advising individuals and families in the areas of estate planning, elder law, and Medicaid (MassHealth) planning.

Gerald J. Turner, is a partner who practices in the areas of Estate Planning and Medicaid Planning with a special interest in Closely Held Business Entities and Coordinating Retirement Plans with Estate Plans.Mr. Turner graduated from Worcester State College, Magna Cum Laude, with a Bachelor of Science degree in Business Administration (with an accounting concentration) in 1994. Mr. Turner also graduated from, Suffolk University Law School, Cum Laude, with a Juris Doctorate degree in 1997. He was admitted to the Massachusetts Bar in 1997. Mr. Turner is also a licensed Certified Public Accountant in the Commonwealth of Massachusetts.Since 1993, Mr. Turner has practiced, in various capacities, as a tax professional for such organizations as the American Association of Retired People and KPMG, LLP. His focus was on taxation of mutual funds, investment partnerships and high net worth individuals. Mr. Turner has practiced law in the areas of estate planning, Medicaid planning, business law, debt collection and bankruptcy. Mr. Turner has represented numerous clients throughout the Commonwealth of Massachusetts using his combined legal and accounting knowledge and experience to help his clients design and implement various legal plans. These plans are designed to save taxes, protect assets and enhance the wealth of his clients. Mr. Turner believes in a multi- disciplinary team approach to providing service to his clients. With a team comprised of the client's accountant, financial advisor , and Mr. Turner as the attorney, clients are able to develop an integrated plan that carries out their needs.Mr. Turner has lectured nationally to attorneys, financial professionals and accountants on various estate and Medicaid planning topics. Gerald has also lectured at Boston College, Nichols College and Bentley College and has appeared on WRKO as well as various other radio stations.Mr. Turner is a member of the National Network of Estate Planning Attorneys, The National Association of Elder Law Attorneys, The Massachusetts Society of Certified Public Accountants and the Boston Estate Planning Council.

Eric P. Rothenberg concentrates his practice mostly on the practice of tax law including, partnerships, tax free exchanges, bitcoin/crypto currency taxes and strategies, sales of businesses, individual tax planning, estate and gift tax planning and tax return preparation. He also represents clients before all levels of the Internal Revenue Service, the Massachusetts Department of Revenue, the U.S. Tax Court and the Appellate Tax Board. He counsels clients for corporate tax planning, professional corporations and fringe benefits. He also does work in business related fields such as preparation of wills and trusts, partnership and corporate agreements and formations, limited liability companies, LLP’s and real estate transactions and syndications. He recently has represented many clients on cryptocurrency, such as bitcoin, and how to properly report such transactions to the IRS and proper tax planning for such trading.. Mr. Rothenberg was the author of the WG&L TAX PLANNER, a system of tax planning computer software, published by Warren, Gorham and Lamont, Boston, Massachusetts, which was sold nationally to lawyers, accountants and financial planners. One software package computed estate and gift taxes and the other computed income taxes. In addition, he is the author of several articles which have appeared in such professional journals as Taxation for Lawyers, Taxation for Accountants, National Tax Shelter Digest, Taxes, Mass CPA Journal, Digest of Federal Taxes. Mr. Rothenberg has lectured on various tax subjects before professional continuing education courses. In addition, he has served as an expert witness in U. S. District Court and Massachusetts Superior Court.. Mr. Rothenberg received his A.B. from Cornell University in 1973, his J.D. from Boston University School of Law in 1976 and his M.B.A. from Boston University Graduate School of Management in 1976 (High Honors). Mr. Rothenberg was on the Board of Directors, Blackstone Bank and Trust, Boston, Massachusetts from 1987-1991. He was a licensed Certified Public Accountant (CPA) for many years and has earned an AV rating by Martindale-Hubbell Law Directory, the highest rating issued for attorneys. He has been admitted to the bars of Massachusetts and the District of Columbia and may practice before the United States Tax Court. Mr. Rothenberg has been named one of Massachusetts’s “Massachusetts Super Lawyers” 2004-2022 (every year since the award’s inception), and as a “Top Attorney in Tax Law in 2009” by the publishers of Law & Politics and the publishers of Boston Magazine.. Mr. Rothenberg’s virtual and cryptocurrency practice has him representing miners, stakers, newly created cryptocurrency, FBAR reporting requirements, audits of unreported currency transactions, day trading currencies, taxation of air drops, reflections, hard & soft forks, and the most current thinking by the IRS, the Department of the Treasury and FinCEN.. Attorney Rothenberg was selected in 2012 as one of Boston’s Top Rated Lawyers, based on his AV® PreeminentTM rating, the very first year of such pronouncements.

At Lannik Law, we distinguish ourselves through a personal, artistic approach to Elder Law and Estate Planning. While many lawyers share common traits, like law degrees and experience, my background in theater and art history shapes how I work with clients. I view my practice through a "theatrical" lens, focusing on long-term relationships, not just legal documents. Just as in the arts, where tradition is passed down, I blend my knowledge of the law with a deep understanding of my clients' evolving needs. From clients who just turned 18 to their 90s, I take pride in guiding them through life's stages, creating connections that last beyond the legal process. At Lannik Law, you're not just a case—you're part of an ongoing journey.

Experienced Estate Planning attorney serving clients in Needham and surrounding areas.

Experienced Estate Planning attorney serving clients in Needham and surrounding areas.

Experienced Estate Planning attorney serving clients in Needham and surrounding areas.

Experienced Estate Planning attorney serving clients in Needham and surrounding areas.

Experienced Estate Planning attorney serving clients in Needham and surrounding areas.