December 2019 Holiday Letter

Dear Clients, Friends, and Colleagues:

As many of you know, I celebrated 20 years of private practice in elder law and estate planning in 2019, yet we continue to evolve the practice. Specifically, we opened a satellite office in Ashby (10 Common Road) in May, and since it’s a border town to New Hampshire, I was admitted to the New Hampshire Bar recently, as well. That has been a blessing for our clientele in that locale, and we look forward to expanding our offerings in that area.

It always seems timely to remind you of what services we provide, as that is also always evolving to keep pace with legislative changes and administrative dynamics:

Estate Planning: Create documents to preserve your wishes in the event of incapacity or death, minimize estate tax exposure, handle business succession/transition, and manage minor beneficiaries’ inheritances or funds for those with physical, financial or other concerns.
Elder Law: Help families find and finance the care needs of a loved one, and navigate the State, federal, insurance, and personal resources available.
Probate Administration: Coordinate tax filings, oversee Court processes, and assist through the transfer of real estate and liquid assets until completion of the deceased person’s affairs.
Trust Administration: Advise on management of independent trusts and those created by Wills, in order to handle taxes and beneficiaries correctly.
Real Estate: Oversee sales/purchases (including those within a Probate or Trust), resolve title issues (including Land Court and Probate complications), and negotiate government (including MassHealth) and permitting processes.
Mediation: Neutralize tensions and facilitate solutions when there is disagreement and dissension between family members regarding blended family issues, nursing home placement, or following a death.

We provide zealous representation, always subscribing to the highest of ethical standards.

Our team of attorneys is dedicated to the practice of estate planning and elder law.