Top best Estate Lawyers in Waltham | 39 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

Scafidi Juliano, LLP is a boutique real estate law firm located in Massachusetts.  The firm currently has four offices: Wellesley, Woburn, Westwood and Waltham.. The firm's primary focus is real estate law but our attorneys have experience in a number of areas.  Below is a list of all practice areas at the current time:. Matthew Scafidi, a native of Sudbury, Massachusetts, currently lives just outside of Boston with his wife and three children. He received a Bachelor of Science degree from Providence College, and also studied at the University of Salamanca in Spain. Prior to law school, Mr. Scafidi was the Latin American Business Development Manager for International Electronics, Inc, of Canton, Massachusetts, and spent four years in New York working for the PGA Tour. Thereafter Mr. Scafidi matriculated at New England Law | Boston, where he received his Juris Doctor degree. While at New England, Mr. Scafidi founded the Real Property Probate and Trust Organization.. Prior to partnering with Attorney Juliano, Mr. Scafidi ran his own law practice and also served as Of Counsel to Perry, Krumsiek & Jack.  Prior to that, he was an Associate with two other Boston private law firms, Downing & Flynn and Shaevel & Krems.  In the past, Mr. Scafidi’s practice areas have included civil litigation, real estate management, real estate development, and commercial leasing. Currently, his practice focuses on commercial and residential real estate, condominium law, business transactions, land use/zoning, wills/estate planning, and civil litigation (including, among other things, business litigation, real estate litigation, and landlord-tenant matters). Mr. Scafidi has represented a very wide range of clients including individuals, small condominium associations and national property management companies.. Mr. Scafidi is very active in civic affairs.  He was recently asked to be one of the first “Connectors” for Boston World Partnerships, an initiative to raise global awareness of Boston as one of the world’s foremost centers of intellectual capital and innovation.  He spent two years as the Chair of the Housing Subcommittee for Mayor Menino’s Young Bostonian Advisory Council, he has served on the Board of Directors for the Neighborhood Association of the Back Bay (where he was Co-Chair of the Licensing & Building Use Committee), and he has donated his time to students at the Snowden International High School in Boston as part of the Princeton Mentoring Program.

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