Rochester Estate Planning Lawyers

PeggyAnn Wollman is an experienced attorney dedicated to providing service to those in cases involving real estate law, business law, landlord/tenant law, condominium law, trusts and estates, and probate.

She got her J.D. from Boston University School of Law and is an active member of the Real Estate Bar Association (REBA), the Boston Bar Association (BBA), and a title agent for First American Title Insurance Company.

Call or visit her website for more information on how she can help you.

I have been in private practice exclusively in special needs law, elder law, and estate planning for 27 years. I have taught law school at the JD and LLM level since 2005, and recently stepped down as a full-time Professor and Director of the Graduate Program (LL.M.) in Elder Law and Estate Planning at Western New England University School of Law to return to full-time private practice as a partner at Special Needs Law Group of Massachusetts, PC (“SNLG”). I continue to teach in the LLM program at Western New England as an Adjunct Professor.

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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...

Attorney Mary E. Bono is a graduate of the University of Massachusetts School of Law - Dartmouth where she served as both the Editor-in-Chief and Managing Editor of the University of Massachusetts School of Law Roundtable Symposium Law Journal and participated in the UMASS Law Immigration Law Clinic. While at the University of Massachusetts School of Law - Dartmouth, Attorney Bono received the Dean's Service Award and the Aquilla Ward Memorial Scholarship Award. Attorney Bono is a member of the Board of Directors for the Young Lawyer's Division of the Bristol County Bar Association and is also a...

My law practice is dedicated to improving the lives of special needs children and their families. My focus is on two primary areas: Education Law and Special Needs Estate Planning. In the area of Education Law, I represent students and parents to resolve education-related legal disputes as quickly and inexpensively as possible. I have successfully helped clients throughout Massachusetts and New Hampshire address a wide variety of school issues, including special education, IEP services and placements, 504 plans, discipline and disciplinary hearings, and bullying. Clients range from pre-Kindergarten through Graduate School. Disabilities of...

Attorney F. Keats Boyd, Jr. (1936 – 2017), founded Boyd & Boyd, P.C. He graduated cum laude from the College of the Holy Cross, and he received his doctorate in law from Stanford University. He had over 35 years of experience as a practicing estate planning attorney. Mr. Boyd was admitted to the bar in Massachusetts, the United States Tax Court, US District Court of Massachusetts, the US Court of Appeals, and Supreme Court of the United States. His legal experience earned him listings in the “Bar Register of Preeminent Lawyers” as well as the highest professional and ethical rating...

Michael M. Marques is the founder and principal attorney of The Marques Law Firm, PLLC. The firm focuses on estate planning, wealth preservation, tax audit, business formation as well as internet, eCommerce and personal injury. Michael was previously with the Law Offices of Kiepura & Associates, a sophisticated boutique law firm focused on personal and corporate tax and finance law. Michael has represented numerous clients on a wide range of issues from comprehensive estate plans to large Internal Revenue Service and state audits.

Timothy F. Robertson is the Principal and Managing attorney of T FRANK LAW, PLLC, an estate planning and probate law office located in Charlestown, Massachusetts. Tim is admitted to practice law in Massachusetts, as well as the United States District Court, District of Massachusetts. He is a member of the Boston Bar Association's Solo & Small Firm Steering Committee, in addition to 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. He is...

My practice focuses on assisting small businesses in their contractual, employment, and intellectual property legal needs, guiding couples and individuals through the estate planning process, helping fiduciaries and beneficiaries through the necessary tasks required to wrap up the affairs of a decedent, including preparation of estate tax returns, and assisting buyers and sellers of residential real estate in the purchase or sale of homes and houses.

Attorney Dowling is a Massachusetts and Rhode Island attorney with deep roots in Southeastern New England and a reputation for business savvy and pragmatism. Attorney Dowling is passionate about advocating on behalf of his clients. His service model is to work one-on-one with clients to develop creative legal and non-legal solutions to problems. Unlike attorney-client interactions with large law firms, Attorney Dowling's clients have ready access to their lawyer, over the phone, via email or in-person. Attorney Dowling represents a diverse range of companies, institutions, developers, individuals and families across many industries with a concentration in some...

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.

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 John S. Booth is a graduate of Penn State University and received his Juris Doctor from Roger Williams University School of Law, and the degree of Master of Laws in Taxation from Boston University School of Law. Prior to founding Booth Law, P.C., John was an associate attorney at Haddleton & Associates, P.C. in Hyannis, MA. John represents clients in the areas of elder law and estate planning, tax, real estate, business and corporate law, trust and estate administration, personal injury and fiduciary litigation. John is a member of the American Bar Association, the Massachusetts...

Robert "Drew" Lane joined the firm in 1993 immediately after serving as an Assistant District Attorney for the Norfolk County District Attorney's Office. Attorney Lane prosecuted cases for the Norfolk County District Attorney's Office in both the Quincy and Stoughton Massachusetts District Courts. Attorney Lane graduated from St. Anselm College, Manchester, New Hampshire in 1989, where he was awarded his Bachelor of Arts Degree mastering in Political Science and Suffolk University Law School where he earned his Juris Doctorate Degree. Attorney Lane is admitted to all Massachusetts Trial Courts and the United States District Court for Massachusetts. Attorney Lane is...

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...

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...

After ten years in business herself, Freya Shoffner gave up her search for a good lawyer for her small company and her family and went to law school. Her goal was to build a law firm that could take care of a small business’ every legal need – from the initial brainstorm, through the years of careful tending, to the flood of profits when the benefits are secured for generations to come. She also wanted that firm to give families, in all asset brackets, the best estate planning possible. Freya reached her goal, and now Boston has a law...

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...

Eliot T. Brais is the sole and managing shareholder in his North Attleboro, Massachusetts office. He began his law career in 1988, joining his father, Ronald A. Brais, who had enjoyed a 40 year practice primarily concentrating on estate planning and small business law.

In his father’s footsteps, Eliot T. Brais’ areas of expertise include estate and business planning. Over the years, Eliot’s practice areas expanded to include real estate, real estate development and criminal law having handled in excess of 1,000 criminal cases and 50 trials.

Eliot T. Brais’ representation of clients’ interests goes well beyond the award of monetary sums...

Jim O'Brien concentrates his practice in the areas of Real Estate, Wills, Estates & Probate, and Small Business matters. He provides experienced and dedicated representation for home owners, buying, selling and refinancing, as well as lenders, and title insurance matters. Jim assists clients with wills and estate planning matters. In addition, he assists small business owners in legal aspects of their businesses. Jim also assists families in working through changes in their ownership of real estate and family businesses. Jim is dedicated to providing exceptional communication and the best possible representation. Make Jim O'Brien your Cape Cod lawyer!

I attended law school seeking to make the legal process less mysterious to non-lawyers. This philosophy still guides me now, over twenty five years later. I combine extensive legal experience and an understanding of the intensive role as a caregiver, especially to aging family members. My own caregiving experience informs my legal practice and the legal planning needed to provide the best possible outcome for families.

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...

Joe Kropp is a Massachusetts probate litigation attorney who concentrates his practice in probate litigation and civil litigation. Joesph focuses his practice on probate litigation and includes will contests, trust and estates disputes, contested guardianship and conservatorships, representing trustees and other fiduciaries, beneficiaries and heirs. He also has extensive experience advising and representing individual and corporate clients in a wide range of civil cases, including business, contract, employment, partnership and real estate. Joe has successfully tried numerous cases in the Probate and Superior Courts of Massachusetts. He has won appeals in both the Massachusetts Appeals Court and the Supreme...

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

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...

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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Patricia M. Shumaker practices primarily in the areas of complex estate planning, trust and estate administration, elder law, and long-term care planning. Ms. Shumaker provides comprehensive planning for the costs of long-term care including the application and appeal for Medicaid benefits. Ms. Shumaker is a cum laude graduate of the University of South Carolina School of Law where she was the articles editor for the ABA Real Property, Trust & Estate Journal and was named to the Order of the Coif. She is an undergraduate of the University of Massachusetts in Amherst.

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.

Craig C. Stern is a founding partner of Rodriguez Stern, and focuses on the firm’s civil, corporate, and estate planning practice. He has extensive experience representing individuals and businesses in all matters of litigation, including negligence and workers’ compensation claims, as well as forming corporations and limited liability entities, drafting contracts, and advising on general corporate matters. Attorney Stern is also highly experienced working with financial service professionals, including accountants and financial advisors, and assists their clients by drafting wills, trusts, and handling general estate planning matters. Prior to Rodriguez Stern, Attorney Stern worked as Corporate Counsel in the...

Thirty-five years experience in trademark litigation and registrations for small and medium-sized businesses, estate planning, copyright registration and litigation, estate planning and uncontested and same-sex divorces.

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...