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Experienced Estate attorney serving clients in United States and surrounding areas.

For over 45 years, the Law Offices of Geoffrey S. Sindon has been committed to assisting individuals, families, and businesses throughout California in meeting their personal and business needs, desires and goals by creating and implementing comprehensive, personalized estate and business plans. The firm’s practice is focused and concentrated on the following areas (click the links below for more information):. Basic Estate Planning. Advanced Estate Planning. Trust Administration. Probate Administration. Contested Litigation. Business Entity Planning. Business Succession Planning

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

James Phelps is managing partner at Phelps LaClair. Born and raised in Arizona, James has strong ties to the state where his family has resided for several generations. He developed a passion for the practice of law at a young age when he worked alongside his father, who is also an estate planning attorney, for many years before attending law school. James has been practicing law since 1999 and devotes his law practice exclusively to estate planning and trust administration and enjoys helping clients achieve peace of mind by preventing “fires” instead of having to put them out.. James has counseled thousands of clients who have benefited from trusts and estate plans that protect wealth, minimize estate taxes and avoid probate. His clients come from all walks of life and have both modest and wealthy estates. James has the unique experience of having handled hundreds of trusts and estates after people have passed away and knows what works and doesn’t when the time comes. James truly enjoys educating others on the importance of estate planning and presents dozens of estate planning seminars each year to organizations, clients and the public.. James graduated summa cum laude in accounting from Arizona State University in 1996, after which he attended law school at J. Reuben Clark Law School and graduated cum laude in 1999. He is a longstanding member of the State Bar of Arizona Probate and Trust Section, WealthCounsel, the Maricopa County Bar Association and the J. Reuben Clark Law Society.. James and his wife, Jolene, have three very active children. He is passionate about living a healthy and balanced life and loves to coach and play competitive tennis. James shares his love of sports with kids as a volunteer coach, and on weekends he enjoys backpacking, camping, paddle boarding and other high adventure activities.

A Notre Dame University alumnus who began his legal career in commercial litigation, Ryan Scharber's law practice has evolved with the changing needs of our firm's clients.. For many families, Ryan is the lead attorney throughout their estate planning process.  He also provides valuable assitance in the related areas of probate and trust administration, and he helps resolve estate controversies and inheritance disputes.. "The ideal I hold myself up to is that of the old-fasioned small-town lawyer who knew his clients' families, their histories, what sorts of things they owned, their hopes and fears, the things that kept them up at night.  When a lawyer has that sort of relationship with his clients, he's able to serve them in a much more holistic fashion.  He's able to fix problems before they arise, help them avoid lawsuits, and help them plan better for the future.  In my mind that sort of lawyer - that type of law practice - is much more rewarding for me as an attorney and is much more useful to my clients."

Ms. Goens focuses her legal practice on estate planning, probate and trust administration, and estate and trust controversy litigation. She represents individuals in the creation of various estate planning documents, including wills, trusts, and health care and financial powers of attorney. In the event of death or incapacity, Ms. Goens assists her clients with probate and trust administration and, when necessary, litigation of probate, trust, or fiduciary related disputes.. Before starting Christianson Goens PLC , Ms. Goens worked as a trusts and estates attorney and a commercial litigation attorney at boutique Scottsdale law firms. She earned her law degree with a Taxation Concentration at the University of the Pacific, McGeorge School of Law, and her bachelor’s degree at Arizona State University.

Experienced Estate attorney serving clients in United States and surrounding areas.

We help small business owners and families protect their assets. Whether it is a will, a trust, an LLC, an S-Corp or a real estate transaction we want you to know that the paperwork is in place so you can focus on what you do best. Our clients are entrepreneurs, artists, athletes, innovators, loving parents, grandparents, and everything in between-- but the one thing they all have in common is that they've worked hard to build their nest egg and they want to protect it.

Experienced Estate attorney serving clients in United States and surrounding areas.

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:

Experienced Estate attorney serving clients in United States and surrounding areas.