Top Estate Lawyers Near Me in New Bedford Area

Rebecca S. Spinner, a respected attorney at Surprenant & Beneski, has a deep understanding of the qualities that make a lawyer invaluable to her clients. Her diverse background, impressive credentials, and persistent concern for the rights of others combine to make her an asset to our practice.. Rebecca’s commitment to individual clients and to the community is evident in all that she does. While leading the Veterans Outreach Project of Legal Aid’s Worcester office, she provided civil legal services to low-income and elderly veteran clients throughout Central and Western Massachusetts. She has also served as a legal intern for the United States Army JAG Corps in Fort Sill, Oklahoma, at Penn State Law Veterans and Servicemembers Legal Clinic, and with retired appellate judge Honorable Robert A. Lifson.. In addition to doing a great deal of pro bono for numerous underprivileged and non-English speaking clients, Rebecca spent almost 8 years volunteering with the Jacobs Light Foundation, an organization that provides essential items for U.S. troops. During her years as a lawyer, Rebecca has developed excellent skills in a number of essential legal areas, including research, drafting wills and other legal documents, and organizing financial and family information to complete estate plans.. During her academic career, she distinguished herself at The Pennsylvania State University where she earned her J.D. Among her many achievements, she was the Honor Code Representative of the Penn State Law Student Bar Association and President of the Jewish Law Students Association. During a semester of study in St. Petersburg, Rebecca became fluent in Russian and independently studied classical voice.

I provide personal planning and tax counsel to clients who may benefit from sophisticated planning techniques. I have extensive experience in a range of tax and estate planning issues, including planning for business owners and entrepreneurs, and for married, unmarried and same-sex couples. My focus is on my clients' overall individual and family needs and I assist clients in achieving their personal planning goals through effective wealth preservation, minimization of federal and state income, estate and gift taxes, facilitating tax effective transfers of family-owned businesses and real estate, transfers of inter-generational wealth, and structuring tax-effective charitable donations.I also represent fiduciaries in the administration of trusts and estates. I oversee preparation and filing of estate and gift tax returns, represent clients before the Internal Revenue Service and handle a wide range of probate matters including administration of estates and guardianships in Rhode Island and Massachusetts.

I joined the Surprenant & Beneski, P.C. in 2005, working for more than 10 years as a case manager prior to becoming an attorney.I am proud to be the team leader of our Medicaid Planning team. I help families navigate the process, ensuring that the person needing Medicaid to off-set the expense of their care becomes eligible while maintaining the lifestyle of the spouse remaining at home. Additionally, I work to help to protect and preserve assets for future generations.

Daniel C. Perry is the sole member of Perry Hicks, LLC. He has been employed by the firm since 1983. He graduated from Pomona College in 1973 and Boston University School of Law in 1978, cum laude, where he was Note and Case Editor of the Boston University Law Review. Before joining Perry, Hicks and Deshaies, Mr. Perry was an associate at the Boston law firm, Foley, Hoag & Eliot for five years. Mr. Perry concentrates in land use law, business law, estate planning and wealth management.

Attorney Alexander J. Kalife graduated from New Bedford High School and received his B.A. from UMass Dartmouth. He earned his Juris Doctorate from Western New England College School of Law. While there, Attorney Kalife focused his studies on real estate and estate planning.  Attorney Kalife is a member of both the Massachusetts and Rhode Island bars. Before opening a practice in New Bedford, he was a criminal defense attorney in Providence, Rhode Island. As a life-long New Bedford and Fairhaven resident, he strives to keep the people of the area as rich as it history.