Top Estate Planning Lawyers in ZIP 02494 | 11 available

Firm: Law Offices of Alan H. Segal

175 Highland Ave , Needham , Massachusetts 02494

Practice Areas: Real Estate, Business, Estate Planning, Intellectual Property, Personal Injury

The Needham, Massachusetts Law Office of Attorney Alan H. Segal has been providing legal services to the Greater Boston Massachusetts community for over 30 years.  Alan and his associates through the years have provided legal consultation in the areas of Massachusetts real estate law, business law, and estate planning with a sincere, personal touch to their clients.. Alan has appeared on local television, cable and the radio offering his insights on current legal issues.  He and his staff understand that finding your way through the legal system can be a complex and overwhelming task.  They take pride in being available when you need them to be “YOUR LAWYER”.. The Law Office of Alan H. Segal is conveniently located at the intersection of Route 128/95 and Highland Ave on the Newton / Needham border right next to Staples.. Greater Boston Attorney

Firm: CUTLER & WILENSKY, LLP

175 Highland Ave Ste 303 , Needham , Massachusetts 02494

Practice Areas: Estate Planning

Firm: Orsi, Arone Rothenberg Turner

160 Gould Street , Needham , Massachusetts 02494

Practice Areas: Estate Planning, Real Estate , Taxation - State & Federal, Tax, Tax, Tax, Business, Estate Planning, Real Estate

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.

Firm: Goldman & Pease LLC

160 Gould Street, Suite 320 , Needham , Massachusetts 02494

Practice Areas: Business, Corporate & Incorporation, Limited Liability Company (LLC), Estate Planning, Real Estate, Landlord & Tenant, Litigation

Attorney HOWARD S. GOLDMAN - Needham, MA lawyer, concentrates his practice in business law for closely held companies, real estate, litigation, conveyancing, condominium law, civil litigation, and financing. He is a lecturer for the National Business Institute and the Institute of Real Estate Managers, and is the editor-in-chief of The Community Association Institute and The Professional Planner. Mr. Goldman has been admitted to practice in both Massachusetts and Rhode Island. He is an active member of the Boston, Norfolk, and Massachusetts Bar Associations, the Massachusetts Academy of Trial Attorneys, Real Estate Bar Association, and the Attorneys Committee of the Community Association Institute. He is also a mediator for the Alternative Dispute Resolution Program at the Boston Municipal Court.   Mr. Goldman is currently serving on the Zoning Board of Appeals for the Town of Needham.. Boston metro business lawyer. Boston metro real estate lawyer. Boston metro estate planning attorney

Firm: Orsi Arone Rothenberg

160 Gould Street , Needham , Massachusetts 02494

Practice Areas: Corporate , Estate Planning, Taxation - State & Federal, Trusts, Estate Planning, Estate Planning, Estate Planning

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.

Firm: Ganz Law Group LLC

661 Highland Avenue , Needham , Massachusetts 02494

Practice Areas: Estate Planning, Tax, Probate, Real Estate

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.

Firm: Gennari Aronson, LLP

300 1st Ave Ste 102 , Needham , Massachusetts 02494

Practice Areas: Business & Commercial, Corporate , Estate Planning, Securities , Taxation - State & Federal, Wages/Commissions/Overtime, Venture Capital, Venture Capital, Venture Capital, Business, Corporate & Incorporation, Debt & Lending Agreements, Employee Benefits, Securities Offerings, Tax, Estate Planning, Trusts

Firm: Orsi, Arone & Rothenberg

160 Gould Street , Needham , Massachusetts 02494

Practice Areas: Business & Commercial, Estate Planning, Taxation - State & Federal, Tax, Tax, Tax, Business, Estate Planning

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.

20 William St , Needham , Massachusetts 02494

Practice Areas: Real Estate, Business, Estate Planning, Personal Injury

My practice concentrates in real estate, corporate, trust and estate, and personal injury law.  I possess extensive experience in both commercial and residential real estate transactions and condominium conversions, as well as corporate law, business formation, business mergers and acquisitions, estate planning, and trust and estate matters.  In addition, I am counsel to several privately held entities in various industries (such as retail stores, restaurants, transportation companies, personal service companies and medical care providers). I am an elected Town Meeting Member in Natick, Massachusetts, and am a member of the Board of the Natick Affordable Housing Trust.  I previously served for two years as a member of the Brookline, Massachusetts Economic Development Board, a twelve-member board responsible for advising the Town Selectmen regarding business, real estate and economic development matters.  I am a member of Bet Tzedek, a program that provides pro bono legal assistance through Jewish Family and Children's Service.  I am a certified title agent of Commonwealth Land Title Insurance Company, and a member of both the Massachusetts Bar Association and the Real Estate Bar Association of Massachusetts.

Firm: Lannik Law, LLC

163 Highland Avenue , Needham , Massachusetts 02494

Practice Areas: Estate Planning, Elder Law, Guardianship, Probate

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.

75 Second Ave., Suite 605 , Needham , Massachusetts 02494

Practice Areas: Estate Planning, Wills & Living Wills