Plymouth County Estate Planning Lawyers

David provides comprehensive advice to individuals, families and small businesses.
David concentrates in tax and estate planning, gift and estate tax return preparation, probate matters,
asset protection, business administration and succession, estate and trust administration, special
needs planning, and charitable planning. David advised families for over eight years at a downtown
wealth management firm on stock option planning, retirement planning, investment portfolio
management, insurance analysis, charitable bequests and income tax reduction strategies, prior to
becoming an attorney.

• Draft simple and pourover wills, revocable estate planning trusts, health care proxies and durable powers of attorney
• Draft asset protection trusts
• Draft self-settled and third party special needs trusts...

Attorney Roderick S. Oreste is the principal attorney of Oreste Law. He received his Juris Doctor degree from Suffolk University Law School and holds a Bachelor of Arts Degree in Communications from the University of Massachusetts at Amherst. Before founding his law firm, Rod spent over 12 years working for New England's beloved baseball team, the Boston Red Sox. During his tenure there, he held several management positions in the Public Affairs department and acted as the Red Sox alumni liaison. He dealt with all issues concerning former Red Sox players and coaches...

Attorney Percy is the law firm’s founding member and since 1994 has guided its growth to the 30 person firm you see today. He did this by bringing on the hardest working, most intelligent, creative and empathetic problem solvers out there. These amazing attorneys and their professional staff seek to fully understand client needs and goals, and then act to meet or exceed client expectations as to customer service, communication and result. They are highly trained and experienced advocates always staying focused on achieving those client goals. Whether an individual or business client, Attorney Percy helps ensure everyone here at...

Anna is an estate planning attorney with over twenty years of experience. Her decision to establish Eckert Byrne LLC stemmed from a desire to create estate plans that encompass more than just the transfer of tangible assets. Her life experience as a young widow revealed a need to pass on wisdom and values to help those left behind. She has committed the last decade to creating a team that shares this vision.

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...

With the founding of Kiley Law Group, Tom Jr. joined his father, attorney Tom Kiley Sr., as a partner in the firm. Demonstrating the same enthusiasm and commitment to the law as his father and his grandfather, Daniel P. Kiley, Jr., Tom has already established his own record, including six- and seven-figure results on behalf of his clients.

Crediting his father with teaching him that everyone deserves a fighting chance, Tom Jr. has devoted the majority of his practice to doing everything within his power to ensure that big insurance companies play by the same rules that the rest of us...

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...

De'Aun is the founder and managing principal of Sardella Law Firm, P.C. She is focused on meeting the legal needs for individuals in Massachusetts in the areas of family law, estate planning, probate and personal injury. De'Aun is licensed as an Attorney in Massachusetts and Florida. Additionally, she is licensed to practice nursing in Massachusetts and Florida. De'Aun is nationally certified as a Medicare Set-Aside Consultant. She has extensive experience as a Registered Nurse primarily in critical care and the emergency department caring for adult and pediatric patients.

Needham, MA lawyers: CAMERON C. PEASE concentrates his practice in civil litigation, commercial and business law, commercial and residential landlord tenant matters, and employment law. Mr. Pease has been admitted to practice in Massachusetts since 1992 and has tried cases before the Superior Court, District Court, Probate and Family Court, U.S. Bankruptcy Court, and Housing Courts of the Commonwealth of Massachusetts. Mr. Pease has also successfully mediated and arbitrated numerous matters. He is a lecturer for the National Business Institute and the Institute of Real Estate Management, and is a frequent contributor to The Professional Planner. He...

HOWARD S. GOLDMAN 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...

Boston College, BA (1984) Boston College Law School, JD (1988) Boston University School of Law, LLM Tax (2015) For more information please visit: www.gemmalawoffice.com

I have been enjoying the practice of law for 25 years. Probate and Estate Planning are my choice areas, where I find the most meaning in my practice. I assisted the executor with probating my first estate back in 1994. It was challenging. The Probate Court had a hefty estate recovery Lien on the file for past medical care, which had to be negotiated and paid off. There was also income from a personal injury case that had to be resolved, at which time I learned about the favorable tax laws as to income...

Natalie has a talent for making complex things easier, especially when walking clients through important decisions about their family finances. Her unique combination of technical precision and genuine empathy has made Natalie a trusted advisor for dozens of Massachusetts families and business owners. Natalie excels at making people feel comfortable while ushering them through the estate planning process with maximum efficiency. Ask any client, and they’ll tell you she’s incredibly good at meeting people where they’re at. Whatever your comfort level with the intricacies of estate planning, Natalie will make sure you understand your options at every step of the journey. Natalie’s...

Christopher G. Kehoe, Esq., A Former IRS Tax Attorney Offices Locations: Wakefield RI, Warwick RI, Attleboro, MA, New Bedford, MA. Member of Rhode Island and Mass Bar. Authorized to practice before the IRS and US Tax Court throughout the US. 20 Years of Experience Legal Services Include: Tax Matters: IRS & State Tax Problems & Matters, Offer in Compromise, Installment Agreements & Time Payment Agreements, Abatement of Penalties, Tax Collection, Bank Levies, Wage Levies, Tax Levies, Property Seizures, Tax Liens, Unfiled Tax Returns, Tax Amnesty, Tax Audits, Motor Vehicle License & Register Blocks, Professional Consultations, Tax Appeals, Tax...

Mr. Durden has represented numerous clients in both civil and criminal matters in trial courts throughout Massachusetts. He has successfully argued motions to suppress and dismiss and has tried numerous cases successfully before judges and juries. In his criminal law practice, he has handled hundreds of cases involving drug possession, drug distribution, school zone violations, 209A violations, larceny, and insurance fraud and has won many acquittals for his clients. ...

With a genuine passion for real estate law, probate law, estate planning, and business law, I go the extra yard to provide clients with exceptional service. Whether navigating complex real estate transactions, handling sensitive probate matters, or offering strategic business guidance, I combine expertise and compassion to deliver the best possible outcomes. I understand the importance of personalized solutions and proactive communication, ensuring clients feel supported and informed throughout the process. Trust me to be your dedicated legal partner, committed to exceeding expectations and providing the highest level of work in every case.

I have been an attorney for more than twenty-five years and use my extensive experience practicing law in the following areas.

Probate Matters

I assist families with obtaining guardianships, conservatorships and name changes. I also represent clients in probate administration, negotiating the transfer of real estate, contested will litigation and special needs planning.

Special Education Law

I handle matters relating to special education law including mediation, appearing before the Bureau of Special Education Appeals, and helping to secure educational placements.

Real Estate

I represent buyers and sellers of real estate and assist with purchase and sale agreements and real estate closings.


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Former assistant district attorney with 29 years of experience offers representation in personal injury, estate planning and administration, criminal defense and family law.

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...

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,...