Needham Heights Estate Planning Lawyers

Over 20 years of legal experience. Her career has included the following areas of law: family law, estate planning, immigration, school disability law, labor and employment law, corporate litigation, bankruptcy litigation, workers’ compensation and collections law. “Special Needs Law Group has had the honor of serving hundreds of families in Massachusetts over the years, and Phyllis’ knowledge, passion and expertise will help us expand our reach so that more families have the support they need.” says the firm’s founder Annette Hines. Ms. Jones brings her strong advocacy skills to the practice along with her representation on a number...

Keith E. Phillis focuses his practice on tax, corporate and renewable energy matters. His tax experience includes extensive involvement with the structuring and sale of investment assets in a wide range of industries. His corporate experience includes all aspects of business formation and governance, from start-ups to asset portfolios valued at over $500M. Keith's renewable energy experience extends to the identification, structuring, development, financing and sale of renewable energy projects throughout Rhode Island, Massachusetts and Connecticut.

Keith represents renewable energy asset developers and asset managers at all stages in an asset's life, from identification and due diligence of opportunities to acquisition...

Margaret has experience implementing asset protection plans, family business entities such as Family Limited Partnerships (FLPs) and Limited Liability Companies (LLCs), and valuation discounting. She focuses her practice on estate planning, elder law and long-term care planning (Medicaid), MassHealth applications for long-term care (Medicaid applications), MassHealth fair hearings (appeals on Medicaid denials), estate (probate) and trust administration, Federal estate tax returns (Form 706), Massachusetts estate tax returns (Form M-706), and gift tax returns (Form 709). Learn more http://www.Beliveaulaw.net

I have been in the business of law for over 10 years, admitted to practice law both in the State of Massachusetts and New Hampshire. I established my own firm not only to offer high quality legal services but to offer something we all strive for - Honor. Many people and businesses have lost their way as a result of thinking of the bottom line. This results in a sacrifice of client service and sometimes the truth. I will start with a client and finish with a client. I will go from A to Z with the performance of a...

Attorney Tom Hogan practices in the areas of employment law, real estate, land use, and professional licensing. He is a graduate of the University of New Hampshire (B.A., double major in Russian and History, 2005 ) and New England Law | Boston (J.D., 2009), where he was a member of Phi Alpha Delta, co-chair of the Executive Office on Alumni Relations, and the Executive Budget and Appropriations Committee. Tom has a diverse array of experience in the field of administrative law. While a student, Tom served as a student law clerk for Administrative Law Judges in both the Appellate Tax...

With the firm since May of 2009, Attorney Keleher works with clients to resolve legal disputes both in court as a civil litigator and also through collaborative law. In collaborative law, the parties, represented by attorneys, communicate and negotiate directly with each other, without court intervention, to achieve their objectives. Attorney Keleher’s litigation and collaborative practice largely mirrors the transactional practice areas of the firm (trusts and estates, real estate, and business). In addition, Attorney Keleher practices in the areas of insurance coverage, employment, personal injury, bankruptcy, and municipal law. Attorney Profile: http://www.beliveaulaw.net/our-team/attorney-daniel-w-keleher/

David M. Beliveau, Esq., CPA is the founder of the Law Office of David M. Beliveau, LLC ("Beliveau Law Office") with offices in Naples, Florida, Waltham, Massachusetts and Salem, New Hampshire. Attorney Beliveau represents both individuals and businesses. He has clients in Florida, Massachusetts, and New Hampshire. Attorney Beliveau has 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 on ballots cast by Massachusetts attorneys, asking them to identify the best lawyers, under the age...

Julie McQuade Ladimer is not your average estate planning attorney. Her mission is to help as many people as possible avoid the Probate Courts; why make a difficult situation even more stressful by getting courts involved in your estate? She is able to break down the difficult process and educate her clients on how to set themselves and their families up for smooth transitions. She does this by bringing vibrance and wit to the table which helps her clients to relax during the meeting. Her clients leave their meetings feeling empowered and relieved. Julie considers...

Martin Murphy was admitted to the Massachusetts Bar in 1993. He currently serves on the MWI Boston Municipal & District Court Mediation Panel. He is a member of the ABA Section of Dispute Resolution Collaborative Law Committee and Mediation Committee. Marty brings his widespread experience in family business to his work with clients. He has an extensive background in business operations, management and ownership structures. He was a second-generation executive in his own family’s business and has held key positions in other closely held and family owned businesses. For more than 15 years he has provided...

Matthew E. Sullivan is the founder and principal at M. E. Sullivan Law, LLC. His practice focuses on trust and estate planning and administration for individuals and families. His practice also includes helping survivors with estate settlement and the Massachusetts probate process.

He is a graduate of Northeastern University School of Law, the Boston University Graduate School of Management, and the College of Information and Computer Sciences at the University of Massachusetts at Amherst. He has been licensed to practice law in Massachusetts since 2002.

In his spare time Matt can be found riding his bicycle. He has participated in the Pan-Mass...

Estate planning is more than planning for your passing, it’s planning for your family’s future. I help clients protect their financial and valuable interests during life, and develop with them a customized estate plan designed to ensure cost-effective asset transfers and further the financial protection of loved ones after death. A comprehensive estate plan should be undertaken by all adults. Without an estate plan, unfortunate consequences can arise, including: • If you become disabled without a Medical and Financial Power of Attorney expressing your care, or funeral wishes, your family may need to seek court-ordered guardianship or conservatorship, which can be expensive, intrusive,...

Why do I do this?
It's simple really. My family - specifically, my grandparents. Although they are no longer with us, their memory is a constant reminder to me about why I chose this field.

When my firm was still new, my grandparents (to me, Nanny & Papa) decided it would be best to move into an assisted living facility. My grandfather was starting to suffer from dementia, and his symptoms were worsening. It was time for them to live in a setting that offered more specialized care. As we all know, the costs of long-term care are astronomical. During this time,...

Since 1996, the Law Offices of Brian E. Barreira in Plymouth and Hingham, Massachusetts have provided legal services to individuals, married couples, business owners, senior citizens, disabled persons and their families in the areas of estate planning, long-term care planning (including Medicaid or MassHealth applications and fair hearing appeals), governmental benefits planning (including SSI), estate and gift tax matters and Probate Court issues (including estates, trusts, guardianships and conservatorships). Brian is dedicated to providing the highest level of legal expertise to clients while attempting to keep matters as simple as possible to hold clients' overall costs down. Brian...

I have over twenty years experience in civil litigation, including business, employment and consumer disputes. I was formerly a partner at a large Boston, Massachusetts law firm, where I handled business litigation, product liability and tort defense, contract and trade secret and non compete claims. In 2009, I started my own law firm, which became slnlaw LLC in 2016. Since starting my own business, I have represented individuals and businesses in civil litigation involving trade secrets, non compete agreements, business litigation, and most aspects of labor and employment law. I have helped employees invalidate or...

Peter Herbst advises clients in the areas of estate planning, administration and elder law. Call today for a complimentary initial consultation. He earned his Master of Laws in Taxation from Boston University School of Law, his Juris Doctor, cum laude, from Vermont Law School, and a Bachelor of Science from the University of Michigan. While in law school, he served as Managing Editor of the Vermont Law Review and taught Legal Writing and Reasoning. He is a graduate of Phillips Academy Andover and continues to volunteer for the school. He is an Eagle Scout with the Boy...

I have been a lawyer in Fall River, Massachusetts for over 30 years. I have practiced extensively in the courts in Bristol County, Plymouth County, Suffolk County and Norfolk County. My practice focuses on Divorce and Criminal Law including DUI/OUI. I handle all aspects of Family Law including child custody, visitation, father's rights, divorce modifications, separation agreements and property division. I also have an office in Quincy, MA. There is no cost for your first appointment.

Timothy J. Erasmi is the Virtual Estate Attorney. He specializes in Estate Planning, Real Estate, Probate, and Tax. He also currently works as Of Counsel for John Mackey, P.C., while taking on various consulting roles for other Massachusetts firms from time to time. He is admitted to the Bar of Massachusetts, United States Tax Court, and the United States District Court of Massachusetts. He is a proud member of the Massachusetts Bar Association, Barnstable County Bar Association, WealthCounsel, MCLE: New England, and the Estate Planning Council of Cape Cod. In his free time, Attorney Erasmi enjoys golfing, attending local sporting events,...

As the founder and principal attorney at Pesce Law Office, it is my mission to help as many people and families in my community find joy in their incredible lives. I believe that comprehensive estate planning is a crucial component of achieving your life goals. Estate planning may feel like a daunting task; after all, we’re talking about things we don’t want to even think about. With my client-centric systems, our office makes it simple for you, your family, and your loved ones to complete your estate plan and rest easy knowing your documents are in place. We take a...

“I believe that 95% of my job is listening. My objective is to address all of your concerns and accomplish your goals by providing a personalized estate plan designed to fit your specific needs. I am a firm believer that estate planning is not a one-time event. As life changes, the plan should change with it. I believe in developing lifelong relationships with my clients.” Attorney Marco A. Schiavo is one of the founding partners of Simmons & Schiavo, LLP. Marco’s focus is in estate planning with an emphasis on creditor protection, probate avoidance, estate tax reduction and business...

Matthew Fabisch is the Managing Attorney of Fabisch Law, L.L.C. and assists elderly clients and their children with a full range of elder law services including estate planning, wills, trusts, probate, business successions, Medicaid planning, disability planning, tax planning, and IRS tax problem resolution. Attorney Fabisch also fights for his personal injury clients rights in court.

MATTHEW P. ALBANESE is the founding attorney of Albanese Law, LLC in Milton and concentrates his practice in estate planning, elder law, probate and disability law.

He served as President of the Massachusetts Chapter of the National Academy of Elder Law Attorneys in 2019 and is a member of the Boston Bar Association, Norfolk County Bar Association, Plymouth County Bar Association and Massachusetts Guardianship Association. Mr. Albanese also served as the Chair of the Massachusetts Chapter of the National Academy of Elder Law Attorneys’ 24th Annual Elder Law Institute and has written articles on estate planning and frequently lectures...

Jason M. Carrozza is a partner and founder of Family Legal Partners, P.C. Attorney Carrozza was previously the owner of Carrozza Law Office, P.C., a law firm which also focused on family law and estate planning. In 2014, Jason was selected as a Massachusetts Rising Star by New England Super Lawyers and Boston Magazine. Attorney Carrozza graduated from New England Law with magna cum laude honors. Admitted to practice before the Massachusetts Courts, he is a member of the Massachusetts Bar Association. Attorney Carrozza has been certified to accept trial level state intervention assignments for the Children and...

Attorney Joshua K. S. Cali is a well-respected estate planning attorney in the MetroWest area. Joshua graduated summa cum laude from Bentley University in Waltham, MA and from UCLA School of Law in Los Angeles, CA. Before starting his own firm, Joshua practiced estate planning for high net worth clients at a boutique law firm in San Diego, CA. Joshua's passion lies in using innovative technology to make the law more affordable and accessible to all Americans.

Attorney Leanna Hamill provides Estate Planning and related legal services to clients of all ages, with a focus on the needs of older individuals and their families. Based in Hingham, Massachusetts, Attorney Leanna Hamill provides the following services: • Estate Planning • Estate Administration • Guardianship and Conservatorship Services • Comprehensive Estate and Medicaid Planning Evaluations • Medicaid Advocacy Leanna works with her clients to plan for and face life’s exciting changes, unexpected challenges and inevitable transitions. By listening to her clients’ needs and helping them identify their goals, Leanna is able to provide solutions to the issues...

Matthew G. Karr, Esq., is the founder and principal attorney of The Heritage Law Center, LLC—an estate planning and elder law firm in Woburn, MA. He opened his law firm in 2011 because he wanted to bring back personal relationships to the estate planning and elder law process. Each family has unique goals, and therefore unique plans are needed to achieve those goals. So, he gets to know each client and then works with them to create plans tailored to protect them, their assets, and their families. He shares his expert knowledge in a way that’s easy to understand, and...

Attorney Donna M. Quinn, an experienced Metrowest Attorney, is a graduate of the University of Massachusetts (B.A. Magna Cum Laude). She obtained her Juris Doctorate (J.D.) from New England School of Law and a Master Degree in Taxation (LL.M.) from Boston University School of Law. She has been a practicing attorney in the State of Massachusetts for over twenty five years and is a member of the Massachusetts Bar Association and the Real Estate Bar Association. Attorney Quinn’s practice consists of Real Estate Law, Conveyancing, Federal and State Taxation, Estate Planning, Wills, Trusts, Corporations, and LLC’s. She is admitted to...

Nick concentrates his practice in the fields of business and estate planning; counseling business owners and other individuals in a variety of matters including structuring business transactions, generational transfer of business interests, contract disputes and environmental matters. His practice provides counseling and representation at the highest level of sophistication and effectiveness, at affordable rates.

Second Office Location: 75 Third Ave, Waltham, MA 02451 James Haroutunian, Esq. established Priority Law, as a specialized estate planning practice in the Greater Lowell area providing wills, trusts, and elder law services conveniently in its offices, clients’ homes, or at a hospital bedside. For over 20 years, James Haroutunian authored a weekly legal advice column in the Lowell Sun Newspaper. James has been featured on Fox 25 News and is a member of the National Academy of Elder Law Attorneys and the American Bar Association. A native of Billerica, James was...