Top best Business Lawyers in Waltham | 40 available

Todd E. Lutsky joined Cushing and Dolan, P.C. in 1995 initially concentrating in the preparation of estate plans, including the use of revocable trusts, joint trusts, irrevocable life insurance trusts, qualified personal residence trusts and family limited partnerships. He has since expanded his practice to include business planning through the use of regular limited liability companies, Delaware series limited liability companies, sale of assets to an intentionally defective grantor trust, cross purchase agreements, stock redemption agreements, Deferred Compensation agreements, and the use of spousal lifetime access trusts. He has further expanded his practice to include Medicaid and asset protection planning for the elderly, assisting clients with the Medicaid application, preparation and eligibility process of obtaining MassHealth benefits, fair hearings, and advanced Medicaid planning and the preservation of assets through the use grantor irrevocable income only trusts. Mr. Lutsky graduated from the University of Toledo School of Law in 1991 and obtained a Masters Degree in Taxation from the Boston University School of Law in 1992. He joined the public sector as a tax attorney with the International accounting firm of Price Waterhouse LLP. He is also a member of the National Academy of Elder Law Attorneys, the Boston Estate Planning Council, and is co-founder of the Boston chapter of the National Aging in Place Council.. Mr. Lutsky also provides his expertise since 1998 as the Co-Host on a nationally syndicated live call-in radio talk show entitled "Money Matters" in which he answers questions and provides information on topics such as asset protection planning, Medicaid eligibility, how to avoid probate, income and gift tax issues along with other estate tax planning matters.. In 2013, Mr. Lutsky has been given the opportunity to host his own radio show called, “The Legal Exchange with Todd Lutsky,” and it can be heard every Saturday at 5:00PM on WRKO 680AM and on four other local stations. This show will continue to focus on educating the public on estate, gift and income tax planning matters, asset protection and Medicaid eligibility matters while addressing a special legal gust each week to talk about another area of the law.. Mr. Lutsky is a regular speaker for Massachusetts Continuing Legal Education, the Foundation for Continuing Education, Massachusetts Association of Accountants, and the Mass Society of Enrolled Agents on such topics as:. "Medicaid Update" generally addressing elder law planning techniques and most recent cases and developments in the elder law arena. "Estate Planning for the Moderate Estate" – MCLE, MAA, and MSEA. "Preparing Federal and Massachusetts Estate Tax Returns" - MCLE. "Basic Estate Planning Essentials with a Form 706 Example" - FCE. "Fiduciary Income Tax Returns for Estates and Trusts" – FCE and MAA. "Income Tax Refresher" which included information on the 1997 tax reform act - FCE. "Tax Issues Associated With Divorce" - FCE. "Medicaid Planning Update, A Survival Guide" - FCE. Mr. Lutksy has also spoken several times for the Advanced Legal Studies at Suffolk Law School on topics such as, “Fundamentals of Elder Law and Special Needs Law,” and the use of trusts to combine both estate and asset protection planning at the same time.. Mr. Lutsky's written materials include:. "Irrevocable Trusts Not As Frightening As You Might Think"- an article authored by Mr. Lutsky and published in the July/August 2002 edition of the PanAm Clipper Magazine. "Medicaid Update"- frequent contributing author - MCLE. "Medicaid Planning Update, A Survival Guide"- frequent contributing author - FCE. "Basic Estate Planning Essentials with a 706 Example" - frequent contributing author - FCE. "Estate Planning for the Moderate Estate" - contributing co-author MCLE. Monthly educational articles on a variety of estate and Medicaid planning matters along with gift and income tax issues used in conjunction with his radio show. Areas of Practice. Estate Plans. Revocable Trusts. Joint Trusts. Irrevocable Life Insurance Trusts. Personal Residence Trusts. Family Limited Partnerships. Medicaid Planning. Elder Law Planning. Irrevocable Medicaid Trusts. Limited Liability Companies. Bar Admissions. Pennsylvania, 1992. Massachusetts, 1992. Education. Boston University School of Law, Boston, Massachusetts. LL.M. - 1992. Major: Taxation. University of Toledo College of Law, Toledo, Ohio - 1991. Published Works. Irrevocable Trusts Not As Frightening As You Might Think, PanAm Clipper Magazine, July/August, 2002. Medicaid Update. Medicaid Planning Update, A Survival Guide. Basic Estate Planning Essentials with a 706 Example. Estate Planning for the Moderate Estate, Co-Author. Classes/Seminars. Speaker, "Medicaid Update", Massachusetts Continuing Legal Education. Speaker, "Estate Planning for the Moderate Estate", Massachusetts Continuing Legal Education. Speaker, "Preparing Federal and Massachusetts Estate Tax Returns", Massachusetts Continuing Legal Education. Speaker, "Basic Estate Planning Essentials with a Form 706 Example", Foundation for Continuing Education. Speaker, "Fiduciary Income Tax Returns for Estates and Trusts", Foundation for Continuing Education. Speaker, "Annual Elder Law Institute", Suffolk University Law School. Speaker, "Income Tax Refresher", Foundation for Continuing Education. Speaker, "Medicaid Planning Update, A Survival Guide", Foundation for Continuing Education. Professional Associations and Memberships. National Academy of Elder Law Attorneys, Member. Boston Estate Planning Council, Member. National Aging In Place Council, Member. Provisors. Past Employment Positions. Price Waterhouse LLP, Tax Attorney

The focus of my practice is to work closely with business owners and entrepreneurs on what for many is "The Most Important Transaction of Their Life."  My web site describes this focus in more detail:  .  I was inspired to practice law by our family lawyer who had a personal and business relationship with my family.  It was the relationship aspect that appealed to me.  When I started my practice  in 1986 in California, my focus was on mergers & acquisitions - mostly representing private companies that were acquired by public companies.  When I moved to the Boston area in 1994, I got involved with the whole start-up tech company scene, lots of business formation, venture capital financing and fast growing companies.  Since the bubble burst, I have re-oriented my practice closer to its origins - focusing on business purchase and sale, internal business succession to junior employees and internal succession among existing owners.

My expertise is in the areas of commercial and employment law.I assist clients structuring business; drafting and negotiating contracts; litigating disputes between partners; and litigating disputes with vendors, suppliers and clients. I also handle all aspects of employment law, including drafting and negotiating employment agreements, drafting employment documents in general, providing general advice and litigating employment disputes. Specialties:Non-Compete agreements, Derivative actions; wage and hour claims; structuring entities, licensing agreements, commercial litigation, and employment litigation.

Lori brings more than 20 years of experience to her corporate and transactional practice. She concentrates on mergers and acquisitions, contracts, business transactions, and serving as general counsel to clients in the manufacturing, retail, transportation, health care, technology, financial and professional service industries. Whether the focus is on acquisitions and growth, risk management or exit strategies and sales, Lori's corporate clients appreciate her sage counsel throughout the business life cycle. Lori also works with nonprofit organizations and has served as a board member of several educational and cultural institutions. She counsels businesses in disadvantaged communities through the Economic Justice Project of the Lawyers Committee for Civil Rights, is involved in leadership roles in the Boston Bar Association and the Boston Club, and is an active member of the Massachusetts Women's Bar Association.. Lori received her undergraduate degree from Dartmouth College, magna cum laude, and her law degree from Fordham University Law School in New York. She trained as a corporate and transactional lawyer at Winston and Strawn, LLP, also in New York.

Leo J. Cushing is the founding Partner of Cushing & Dolan, P.C., a Boston based law firm established in 1984 specializing in closely held businesses, taxation, sophisticated estate planning, elder law and real estate. Leo's practice includes all aspects of sophisticated estate planning techniques, asset protection, trust planning, charitable giving and resolution of tax controversies. Prior to establishing Cushing & Dolan, P.C., Leo earned his certified public accountant designation while working as a tax professional for the international accounting firm of Ernst & Young. Prior to Ernst & Young, Leo served as an Assistant Attorney General for the Commonwealth of Massachusetts where he prosecuted criminal tax cases and defended the Commonwealth of Massachusetts in various civil claims against state agencies.. Leo is a former Director of the Boston Estate Planning Council. He is a member of the Massachusetts Bar Association, the American Institute of Certified Public Accountants, American Association of Attorneys and CPAs, the Boston Estate Tax Council, Boston Bar Association and the National Association of Elder Law Attorneys. Recently, Leo was appointed to the Notre Dame Law Advisory Council for a three-year term beginning in 2011, and has once again been named one of Massachusetts Super Lawyers in 2011. He was also named a Five Star Wealth Manager in Boston in 2010, 2011, and 2012. Leo was recently appointed Lecturer in Law at the Boston University Law School’s Graduate Tax Program.. Leo has written and lectured extensively on all aspects of taxation and estate planning. He served as Editor in Chief and Program Chair of the Massachusetts Continuing Legal Education program (MCLE) entitled, "Preparing Estate Tax Returns." Leo was also a contributing author and lecturer at MCLE's program entitled, "Preparing Fiduciary Income Tax Returns" as well as its "Advanced Issues in LLCs.". Leo is a much sought after speaker as he is able to articulate complex issues in a way that is clear, concise and easy to understand. Recently, Leo chaired MCLE's program entitled, "What Every Lawyer Should Know About Life Insurance Planning for Businesses & Individuals" and "Medicaid Planning & Medicare Set-Asides." In addition, Leo taught "Use of Limited Liability Companies and Family Limited Partnerships In Long Term Care Planning" for Suffolk Law School's Advanced Legal Studies. At the 2010 CPAmerica International Tax Conference, Leo lectured on "Estate, Gift, and Fiduciary Taxes – Recent Developments" and "U.S. Estate and Gift Implications of Foreign Transactions. Leo has also spoken at the American Bankers Association Advanced Trust Forum, the Massachusetts Society of Certified Public Accountants Annual State Tax Meeting, and the Boston Estate Planning Council.. Leo is a graduate of Boston Latin School, and he earned his Bachelors of Science in Accounting at the University of Notre Dame. He also earned his J.D., cum laude, from the New England School of Law, and his Master of Laws in Taxation from the Boston University School of Law. Leo is also a Certified Public Accountant.. Leo is married with two children and currently lives in Lexington, Massachusetts.

Jack F. Mourad is an Associate Attorney at Sharaf & Maloney, PC/SKM Title & Closing Services, PC. His practice focuses on Real Estate Law (Residential & Commercial), Probate Law, Estate Planning, Business/Corporate Law.. Attorney Mourad tailored his law school education and experiences at Suffolk University Law School to better understand issues that revolve amongst these practice areas.. Attorney Mourad is a native of Shrewsbury, Massachusetts.. Attorney Mourad is located in the Waltham and Worcester Office, and can be avaialble at a location convenient to you.. English and Arabic spoken In-House.. Education. J.D., Suffolk University Law SchoolM.A. Healthcare AdvocacyB.A, Biology, Assumption College. Activities & Affiliations. American Bar Association, MemberReal Estate Bar Assocation, MemberMassachusetts Bar Association, MemberBoston Bar Association, Member. Bar Admissions. Massachusetts

I graduated from law school in 2005 from Rutgers University School of Law-Camden, in New Jersey, where I was Editor-in-Chief of the Rutgers Journal of Law and Religion.

Attorney David Beliveau focuses his practice primarily on business law, estate & trust administration (probate), and taxation. He has experience with buy-sell agreements, corporations, Charitable Lead Trusts (CLTs), Charitable Remainder Trusts (CRTs), Family Limited Partnerships (FLPs), Grantor Retained Annuity Trusts (GRATs), irrevocable trusts, Limited Liability Companies (LLCs), Medicaid applications, Medicaid irrevocable income only trusts, private foundations, Qualified Personal Residence Trusts (QPRTs), revocable trusts, and wills. Attorney Beliveau has lectured to both individuals and professionals regarding the same. He counsels clients in connection with choice of business entity decisions and business operations. Attorney Beliveau is a title insurance agent in both Massachusetts and New Hampshire for Commonwealth Land Title Insurance Company. He represents lenders in connection with real estate closings. Attorney Beliveau also represents buyers and sellers in connection with such closings. He has experience representing fiduciaries in civil litigation cases as well as individuals and businesses with tax matters before the Internal Revenue Service (IRS).

Experienced Business attorney serving clients in Waltham and surrounding areas.

Experienced Business attorney serving clients in Waltham and surrounding areas.

Experienced Business attorney serving clients in Waltham and surrounding areas.

Experienced Business attorney serving clients in Waltham and surrounding areas.

Experienced Business attorney serving clients in Waltham and surrounding areas.