Sagamore 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...

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...

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...

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...

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!

Attorney Dougherty has been actively practicing law since 1995. He obtained his Bachelor of Arts degree in English in 2001 Cum Laude from the University of Connecticut and his Juris Doctorate from the New England School of Law in 1994 after Honorably Serving in the United States Navy from 1983-1987. As a trial lawyer he has extensive trial experience in the Housing Courts, District Courts, Probate and Family Courts and Superior Courts from Cape Cod to the Berkshires and from Fall River to Salem over the last twenty-eight years. He has successfully defended criminal cases in multiple District and...

Attorney Eric L. Hargraves is a graduate of the University of Rhode Island and the Roger Williams University School of Law. He is admitted to practice in all courts in the State of Rhode Island and the Commonwealth of Massachusetts. Attorney Hargraves is also a member of the bar of the Supreme Court of the United States of America.

Prior to founding the Law Office of Eric L. Hargraves, Attorney Hargraves worked in the Consumer Protection Division of the Rhode Island Attorney General drafting advisory opinions and reviewing settlement and transfer agreements, as well as cases of potential consumer fraud...

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 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...

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...

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.

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.

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. ...

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

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.

The Law Office of Deirdre Keefe is a sole proprietorship located in Hingham Massachusetts. After graduating from Suffolk Law School Attorney Keefe has been successfully advocating for her clients on the South Shore and Cape Cod for over 25 years. As a sole practitioner Attorney Keefe will handle all your needs directly, meaning nothing will be missed. An experienced courtroom litigator she will also seek to resolve issues before they go to trail, and gain the most advantageous outcome for the families and businesses that she represents. Please call and set a time that is convenient for...

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.

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...

I enjoy helping individuals, families, and providers. As a health law and appellate lawyer, I handle many personal matters involving health care, estate planning, guardianships, appeals, insurance, and other civil cases.

Melissa R. Victor is a well-respected attorney in Southeastern Massachusetts. She is an expert in the areas of Estate Planning, Probate an Trust Administration, Guardianships, Elder Law, Medicaid and Real Estate matters. She graduated from the State University of New York College at Oswego in 1994. She then attended New England School of Law in Boston, where she graduated Cum Laude in 1997. Attorney Victor is admitted to practice law in both the Commonwealth of Massachusetts and the State of New York. Attorney Victor is also a member of the National Academy of Elder Law Attorneys (NAELA). She...

Attorney Thom Morin is a graduate of Colgate University and the New England School of Law, Boston. Attorney Morin focuses his legal practice on Estate Planning, Probate Law, Land Use and litigation and has been selected as a “Rising Star” by Super Lawyers Magazine. Attorney Morin counsels clients in a variety of legal fields. He currently represents clients in various civil litigation disputes, including matters in the Probate, District and Superior Courts, as well as the Massachusetts Land Court.

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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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...

I'm a no nonsense attorney that stays in close contact with clients. My representation is practical and efficient and my client's interests always come first.

I have been practicing law for 24 years. I practice divorce, family, and probate law. I provide a no nonsense approach to the practice of law. I do not tell my clients what they want to hear. I tell it like it is. I return all telephone calls. "Prompt Service Makes a Difference!"

I am an Attorney who understands the needs of my clients. In my practice areas of estate planning, probate administration, residential real estate, and elder law, I work directly with each individual client to tailor my work to my client's particular legal needs. I am a small office of one, which means that you are always dealing with me directly and will always get timely representation and response from me. I put my clients first.

Lakeville Estate Planning Attorney and Elder Law Attorney. Serving Southeastern Massachusetts, including all of Bristol and Plymouth Counties.

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...