Estate Planning lawyers in Massachusetts Susanna Andrew to Todd Rosenfield

Firm: Lowrie & Andrew

47 Mechanics Ln , New Bedford , Massachusetts 02740 Zip code: 02740

Practice Areas: Estate Planning

Firm: O'Connell Law LLC

3 Eliot Street , Natick , Massachusetts 01760 Zip code: 01760

Practice Areas: Estate Planning

Tiffany (“Tiff”) is the principal of O’Connell Law LLC, an estate planning and elder law planning firm in Natick, Massachusetts. Tiff leads the OCL team which focuses on estate planning, trust and probate administration, Medicaid planning, long-term care planning, Alzheimer’s planning, charitable planning, and retirement and wealth strategies.. Tiff decided in 2010 to open her own law practice to provide exceptional customer service and care to her clients. Before beginning her private law practice, Tiff worked as an attorney with another estate planning law firm. She joined that firm in 2007 following an active-duty tour in the Army’s Judge Advocate General Corp at Walter Reed Army Medical Center in Washington, D.C., where she served for 1 ½ years as Soldier's Counsel for disabled soldiers. Before her active-duty tour, Tiff worked for many years in the insurance industry, both in-house as well as with an insurance defense law firm.. Tiff has built a firm which is not just about providing comprehensive and thorough legal documents, but also about getting to know clients on a personal level, working closely with them to understand their concerns and goals, and taking the time to explain options in clear, easy to comprehend language. In short, Tiff believes that the essence of estate planning and elder law planning is establishing strong, personal relationships and working with clients to help ensure that their goals are met.. Tiff's team is passionate about helping clients live as fully as possible as they age. In addition to providing essential legal solutions, Tiff's team helps clients think about and plan for the different stages of life. Tiff has also built O’Connell Law LLC to be a resource for caregivers so that they can take better care of their loved ones and themselves as well.. Tiff obtained her J.D. from New England School of Law in 1994, her Bachelor’s degree in English from Boston College in 1991, and her LLM in Taxation at Boston University Law School in 2011. Tiff is Certified as an Elder Law Attorney (CELA) by the National Elder Law Foundation. She has a “Superb” AVVO Rating for attorneys and was named as a Super Lawyer. Tiff has also received her Accredited Estate Planner (AEP) designation from the National Association of Estate Planners & Councils.. Tiff lectures and provides professional trainings frequently on the topic of Alzheimer’s and dementia.. She is admitted to practice law in Massachusetts, New Hampshire and Vermont.. Tiff is a member of the American Bar Association; New Hampshire Bar Association; Vermont Bar Association; Boston Estate Planning Council; National Academy of Elder Law Attorneys, Inc.; National Association of Estate Planners & Councils; and Wealth Counsel LLC.. Tiffany has served on various non-profit committees and boards in her local area. She is a past Chair for the Board of Trustees of Bethany Hill Place and is also a past president of her local Rotary club.In her spare time, Tiff enjoys cycling and spending time with family and friends. She can often be found in her yard gardening or hiding out with her nose in a good book.She is also licensed as a commercial pilot and hopes to one day have time to fly and buy a $100 hamburger.

Cushing & Dolan PC , Waltham , Massachusetts 02451 Zip code: 02451

Practice Areas: Estate 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

Firm: T FRANK LAW, PLLC

57 Route 6A, Unit 2 , Orleans , Massachusetts 02653 Zip code: 02653

Practice Areas: Estate Planning

Timothy F. Robertson is the Principal and Managing attorney of T FRANK LAW, PLLC, an estate planning and probate law office with locations in Charlestown and Brewster, Massachusetts. Tim is admitted to practice law in Massachusetts, as well as the United States District Court, District of Massachusetts and the United States Tax Court. He is a member of the probate, business, and taxation law sections of the Massachusetts Bar Association. Tim has served as an ombudsman for the Executive Office of Elder Affairs and also served on the City of Somerville's Human Rights Commission, as well the Boston Bar Association's Solo & Small Firm Steering Committee. He is a member of the Boston Trusts and Estates Consortium and the Massachusetts Guardianship Association. He devotes his practice to estate planning, probate administration and litigation, guardianship and conservatorship, as well as corporate/business matters. He lives in Somerville and Brewster, MA with his wife, Bekah, and their cat, dog, seven fish, and occasional transient frog.

Firm: Prince Lobel Tye, LLP

120 Front St Ste 830 , Worcester , Massachusetts 01608 Zip code: 01608

Practice Areas: Estate Planning

Firm: Law Office of Attorney Ciaffoni

191 Main Street , Wareham , Massachusetts 02571 Zip code: 02571

Practice Areas: Estate Planning

Attorney Timothy Ciaffoni has been practicing law since 1997. He maintains an area of concentration in probate, family courts, criminal, civil and bankruptcy. While attending the Massachusetts School of Law, Attorney Ciaffoni was a member and an editor of The Law Review and he served as a clinical intern in the land court.  His many years of practical and real life experience, has helped him better serve his clients in the several areas of law which he practices.

Firm: Timothy Borchers

266 Main Street , Medfield , Massachusetts 02052 Zip code: 02052

Practice Areas: Estate Planning

Firm: Socius Law Firm

Estate Planning | Probate | Business Law , Westborough , Massachusetts 01581 Zip code: 01581

Practice Areas: Estate Planning

With nearly 30 years of experience, Todd Rosenfield is a prominent business law and estate planning attorney.. As the founder and principal of the Socius Law Firm, Attorney Todd Rosenfield is committed to understanding clients’ legal needs, establishing and fostering close-client relationships and providing exceptional results-oriented legal services. The Socius Law Firm was founded upon these key principles and is modeled on the successful relationships Rosenfield has forged with individuals, families and business owners throughout Central Massachusetts, MetroWest Boston and Worcester County communities since 1997.

Firm: Freedman, De Rosa & Rondeau

600   PO Box 746 7 , North Adams , Massachusetts 01247 Zip code: 01247

Practice Areas: Estate Planning

Firm: Family Legal Partners, P.C.

2 Master Dr Ste 4 , Franklin , Massachusetts 02038 Zip code: 02038

Practice Areas: Estate Planning

Firm: Living Legacies Legal, LLC

19 Assinippi Avenue , Norwell , Massachusetts 02061 Zip code: 02061

Practice Areas: Estate Planning

Years ago, on Father’s Day, I gifted my father a dictaphone so he could transmit the stories of his life, which I endlessly enjoyed hearing about as a little girl. While I could not change the flow of time, I yearned to hold onto the endearing sound of my father’s voice. The recorder became a vessel that captured his deeply rooted values, his wisdom and so much more. Since my father’s passing, these recordings transformed into a treasure. While life is limited to a certain number of years on this earth, these recordings serve to preserve and perpetuate the impact and connection my father continues to have with his grandchildren, some of whom only know him through the sound of his voice, his worldly insights and his captivating stories of survival.. I share this story as a way of revealing that planning during our lifetime enriches our life and the lives of those who will receive our legacy.. After fifteen years of litigating and transacting a wide range of high conflict legal matters, my purpose is exceedingly fulfilled by anticipating problems before they ever develop into a conflict and helping families to avoid hardship, crises, and court altogether. I accomplish this through sensitively inquiring about the specific circumstances and complexities of your life and by taking into account the emotional intricacies within your family dynamics, to create a customarily designed estate plan that will seamlessly protect you and those whom you love.. The effects of a properly designed estate plan are far reaching. My approach is to conscientiously create a plan that prepares for the various stages of your life with the goal of deepening family connections, preserving family harmony and empowering you to immediately realize peace of mind through helping you to make fully informed decisions.. I look forward to us having a conversation and to starting on the path to attaining your vision in a way that will positively impact the lives of those closest to you. Taking this step will keep you in control of the decisions about your healthcare, your finances, your children and your inheritance—and it will protect your assets, minimize taxes and prevent the probate court from getting to decide what is best for you.. May this step help you to look smilingly upon the future.

Firm: Law Office of Tamara E. Kolz Griffin

102 Lakeshore Drive , Wayland , Massachusetts 01778 Zip code: 01778

Practice Areas: Estate Planning

Firm: Tiffany Logan Law

118 Burkhall St Unit C , South Weymouth , Massachusetts 02190 Zip code: 02190

Practice Areas: Estate Planning

Firm: T. Robert Ferlo

1248 248 , Gardner , Massachusetts 01440 Zip code: 01440

Practice Areas: Estate Planning

Firm: Theodore J. Laskaris, Esq.

179 Federal St Fl 3 , Salem , Massachusetts 01970 Zip code: 01970

Practice Areas: Estate Planning

Firm: Teresa C. M. Loconto

91 Woodycrest Ave 364 , Southbridge , Massachusetts 01550 Zip code: 01550

Practice Areas: Estate Planning

Firm: Brownell Washburn & Truswell

8 Crafts Ave 806 , Northampton , Massachusetts 01060 Zip code: 01060

Practice Areas: Estate Planning

Firm: Freedman, De Rosa & Rondeau

600   PO Box 746 7 , North Adams , Massachusetts 01247 Zip code: 01247

Practice Areas: Estate Planning

Firm: Shatz, Schwartz & Fentin, P.C.

1441 Main St , Springfield , Massachusetts 01103 Zip code: 01103

Practice Areas: Estate Planning

Firm: Borchers Law Group

77 North St 308 , Medfield , Massachusetts 02052 Zip code: 02052

Practice Areas: Estate Planning