Watertown 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.

John is an experienced Massachusetts and New Hampshire Attorney. His practice includes Estate Planning, Probate, Business, Real Estate and Elder Law matters. John has been practicing for 25 years and brings extensive knowledge and skill to every case. He is committed to providing zealous representation to meet his clients' needs and goals. John is a compassionate and dedicated advocate.

In 1991, John received a B.A. from Middlebury College. He obtained his J.D. from the New England School of Law in 1994. John has been honored with a Distinguished Rating from Martindale-Hubbell. He is a member of the Massachusetts Bar Association, New...

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

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 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...

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...

Brian Liberis is a Massachusetts estate planning attorney who concentrates his practice in trust and estate planning and probate administration. His experiences in both lifetime planning and post-mortem administration have given him a unique perspective into the planning process, allowing him to expertly advise clients and guide them during various stages of their lives.

DangerLaw, LLC is a law firm specializing in affairs of the heart. Located in Newton, Massachusetts, we specialize in divorce law, custody, estate planning, post-death estate administration, and guardianship. We often see the best people at the hardest moments of their lives. As a result, we plan for the unexpected so that we can help protect your and your family's assets. We support you to put your family first. We work hard to make sure your children experience an optimal transition with as little stress as possible during challenging times. And we help put your mind at ease during the...

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/

Bunker L. Highmark is a Massachusetts estate planning attorney who concentrates his practice in estate and tax planning and estate administration. Bunker takes a broad-based approach to estate planning and has extensive experience in advising clients how to reduce estate tax burdens, provide for their families, and meet other specific objectives. In addition to traditional estate planning, Bunker has worked closely with entrepreneurs and family businesses, performing asset protection analysis, creating asset protection structures and helping clients with succession planning for their closely held businesses. Bunker is based in our Wellesley, Massachusetts office and also works with clients at the Franklin...

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...

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,...

Attorney Kaplan works with clients to create estate plans tailored to their needs. She also helps clients probate estates as well as with guardianships and conservatorships for both minors and adults. The estate planning work includes wills, trusts, health care proxies, and powers of attorney. She runs a solo law firm in Boston which she started in 2011, and she is licensed to practice law in Massachusetts and Ohio. Attorney Kaplan enjoys helping clients and finding creative solutions to difficult issues.

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,...

I opened my boutique law firm focusing on divorce and family law, wills and trusts, and estate planning in an effort to help Boston area residents navigate the challenges that life throws at them. I'm an advocate for civil divorces and for lifetime planning. With my office located in Quincy, MA, I help clients in the Boston Metro area, primarily in Suffolk County, Middlesex County and Norfolk County Massachusetts.

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.

I am an experienced attorney serving clients throughout Massachusetts. I am dedicated to helping you get the results you need. At my firm, we offer personalized attention and take a team approach so that no matter who you go with in our firm, the expertise of the whole team weighs in on your case. If you are looking for an attorney who is in your corner and on your side, call today for a free consultation!

“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...

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...

Massachusetts Award Winning Attorney Richard Mucci is the founder of Winchester MA based Law Offices of Richard Mucci. Attorney Mucci is an experienced litigation lawyer who understands all facets of business, civil litigation and criminal defense. His law firm has strong expertise in employment law, personal injury, real estate law, divorce, estate planning, criminal law and construction law to name a few.

Knowing that clients, like patients, rarely have just one issue, Attorney Mucci is able to move seamlessly among diverse practice areas. Ahead of the curve, the Law Offices of Richard Mucci provides a one-stop shop to the surrounding...

Attorney Julie Lamkin earned her J.D. at the Massachusetts School of Law in Andover and was admitted to the Massachusetts Bar in 2010. Julie is a Massachusetts native and earned her bachelors degree from Suffolk University in 2006, graduating magna cum laude. Before joining Jeffrey Glassman Injury Lawyers, Julie owned her own practice focusing primarily in the areas of family law and estate planning. Julie also volunteered at the Lawyer for the Day Program in Essex County, offering free legal advice to indigent individuals. At Jeffrey Glassman Injury Lawyers, Julie enjoys working with different clients every day and strives to provide each...

John Martino is a general practice attorney who is experienced and knowledgeable in many areas of the law. His passion for his work is evident in his strong commitment to his clients. He and his team have a vast experience in many different areas of practice. He regularly provides representation to both individuals and corporations in residential and commercial cases. From family law to real estate and Estate Planning to Probate law, Attorney Martino is as comfortable in the conference room as the courtroom and offers personal attention and care to each and every client. Attorney Martino has successfully managed...

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...

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...

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...