David Rosen
Rating:
5 / 4.85
David Rosen’s legal practice provides an integrated approach to estate planning. He focuses on providing clients with the peace-of-mind knowing that their life-savings will be preserved for their family and their wishes will be fulfilled.Originally from Worcester, Massachusetts, Mr. Rosen graduated from Georgetown University Law Center in Washington, DC. His passion for estate planning began during his time in law school where he provided legal assistance to elderly clients at the D.C. Legal Aid Society. Upon his graduation, Georgetown University recognized Mr. Rosen with a pro-bono service award for outstanding contribution to low-income families.Before forming Rosen Law Group, Mr. Rosen had a wide range of legal experience including a background in business law and trial work. Mr. Rosen worked in the corporate department of Latham & Watkins, LLP. He also served as a legal extern for the Honorable Reginald C. Lindsay, a federal judge for the District of Massachusetts.Prior to law school, Mr. Rosen worked in the White House where he was responsible for the planning, coordination, and execution of official social events for the President and First Lady.These experiences give Mr. Rosen a unique perspective while helping families plan their estate. Mr. Rosen’s knowledge in civil trial law, business law, and the inter-play of the federal government helps him advise clients on how best to realize their goals while decreasing problems related to taxes, legal fees, family disputes, publicity, and other difficulties.His overriding objective has always been, and continues to be, ensuring each client is satisfied throughout the estate planning process, an objective which is achieved through his personalized approach, knowledgeable advice and dedicated service.
Area of Practice: Estate Planning
Zip code: 02494, Needham, Massachusetts
David Rosen
Avvo ReviewsDavid is down-to-earth and professional. He didn't charge us for phone calls which is different from ...
Contact: Not Available
Rosen Law Group.
75 Second Ave.
Warren Hurwitz
Rating:
4.9 / 4.35
Area of Practice: Estate Planning
Zip code: 02494, Needham, Massachusetts
Warren Hurwitz
Avvo Reviews. We will be using Warren again if we have any other legal needs and I highly recommend Warren for ...
Contact: Not Available
75 Second Ave., Suite 605.
Eric Rothenberg
Rating:
5 / 5
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.
Area of Practice: Estate Planning, Real Estate , Taxation - State & Federal, Tax, Tax
Zip code: 02494, Needham, Massachusetts
Eric Rothenberg
Avvo ReviewsAfter a long process MA conceded that we did not need to file.
We were pleased with his service and ...
Contact: +1 (781) 518-0116
Orsi, Arone Rothenberg Turner.
160 Gould Street.
Julia Abbott
Rating:
5 / 3.95
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.
Area of Practice: Corporate , Estate Planning, Taxation - State & Federal, Trusts, Estate Planning, Estate Planning, Estate Planning
Zip code: 02494, Needham, Massachusetts
Julia Abbott
Avvo ReviewsJulia is smart, hard working, reliable, trustworthy, pleasant to work with and extremely flexible wi ...
Contact: Not Available
Orsi Arone Rothenberg.
160 Gould Street.
Jessica Batsevitsky
Rating:
5 / 3.4
Area of Practice: Estate Planning
Zip code: 02494, Needham Heights, Massachusetts
Jessica Batsevitsky
Avvo ReviewsRy responsive along with being highly knowledgeable. I highly recommend Jessica Batsevitsky as an E ...
Contact: Not Available
Law Office of Jessica S. Batsevitsky, LLC.
P.O. Box 725.
Barry Wilensky
Rating:
3 / 4.1
Area of Practice: Estate Planning
Zip code: 02494, Needham, Massachusetts
Barry Wilensky
Avvo ReviewsGuities in my father's version of his trust and then rewrote (unambiguously) my mother's trust along ...
Contact: Not Available
CUTLER & WILENSKY, LLP.
175 Highland Ave Ste 303.
Kate Constantino
Rating:
5 / 3.85
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.
Area of Practice: Estate Planning
Zip code: 02494, Needham, Massachusetts
Kate Constantino
Avvo ReviewsErence. Kate's competence, professionalism and personal care makes a difference...Thank you Kate! ...
Contact: Not Available
Ganz Law Group LLC.
661 Highland Avenue.
Susana Lannik
Rating:
5 / 5
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.
Area of Practice: Estate Planning
Zip code: 02494, Needham, Massachusetts
Susana Lannik
Avvo ReviewsE they cared. Thank you girls for all your help! ...
Contact: Not Available
Lannik Law, LLC.
163 Highland Avenue.
Andrew Levenson
Rating:
/ 3.35
Area of Practice: Estate Planning
Zip code: 02494, Needham Heights, Massachusetts
Contact: Not Available
Po Box 887.
Gerald Turner
Rating:
/ 3.5
Gerald J. Turner, is a partner who practices in the areas of Estate Planning and Medicaid Planning with a special interest in Closely Held Business Entities and Coordinating Retirement Plans with Estate Plans.Mr. Turner graduated from Worcester State College, Magna Cum Laude, with a Bachelor of Science degree in Business Administration (with an accounting concentration) in 1994. Mr. Turner also graduated from, Suffolk University Law School, Cum Laude, with a Juris Doctorate degree in 1997. He was admitted to the Massachusetts Bar in 1997. Mr. Turner is also a licensed Certified Public Accountant in the Commonwealth of Massachusetts.Since 1993, Mr. Turner has practiced, in various capacities, as a tax professional for such organizations as the American Association of Retired People and KPMG, LLP. His focus was on taxation of mutual funds, investment partnerships and high net worth individuals. Mr. Turner has practiced law in the areas of estate planning, Medicaid planning, business law, debt collection and bankruptcy. Mr. Turner has represented numerous clients throughout the Commonwealth of Massachusetts using his combined legal and accounting knowledge and experience to help his clients design and implement various legal plans. These plans are designed to save taxes, protect assets and enhance the wealth of his clients. Mr. Turner believes in a multi- disciplinary team approach to providing service to his clients. With a team comprised of the client's accountant, financial advisor , and Mr. Turner as the attorney, clients are able to develop an integrated plan that carries out their needs.Mr. Turner has lectured nationally to attorneys, financial professionals and accountants on various estate and Medicaid planning topics. Gerald has also lectured at Boston College, Nichols College and Bentley College and has appeared on WRKO as well as various other radio stations.Mr. Turner is a member of the National Network of Estate Planning Attorneys, The National Association of Elder Law Attorneys, The Massachusetts Society of Certified Public Accountants and the Boston Estate Planning Council.
Area of Practice: Estate Planning
Zip code: 02494, Needham, Massachusetts
Contact: Not Available
Orsi, Arone, Rothenberg, Iannuzzi and Turner.
160 Gould Street.
