Estate and Elder Law: In this field, we advise clients on identifying their values and priorities, planning, protecting, and preserving their estates through the use of wills, trusts, partnerships and other legal devices.  We anticipate the needs of today and tomorrow in our “Lifetime Estate and Wealth Transfer Planning” program to minimize taxes, expense and delay in settling an estate.  A well developed estate plan contemplates not only what is to occur with assets upon your passing but also includes documents to control your assets which provide legal authority to those agents appointed to act on your behalf.” Learn more .

Our Fundamental Estate Plan™ is an easy way for busy individuals and couples to complete their estate plan. Unlike traditional estate planning approaches where planners complicate the process, charge steep fees and put roadblocks in the way, like multiple meetings and delays while clients wait for drafts our Fundamental Estate Plan™ program is designed to allow clients to complete their estate plan in days (not weeks or months) with minimal hassles. To learn more about our Fundamental Estate Plan™ program and see if it’s a good fit for your needs please review our brochure [HERE].

To begin the process of planning YOUR estate, click[HERE] to complete our secure online estate plan questionnaire.

Probate, Trust Administration and Probate Litigation: When it comes to settling an estate, we advise the administrator or trustee chosen by the client.  When asked, we will serve as the fiduciary.  The firm also represents clients in will contests and estate litigation.

Real Estate Transactions and Litigation: There are many legal considerations in every real estate transaction, even in the typical house closing. What appears to be straightforward often turns out to contain a vexing problem or two. We seek to guide clients through the complexities of the deal: the negotiations, the contracts, the financing, the title and the closing. With proper preparation and careful legal compliance, most problems can be avoided.  Planning for the client's estate plan, tax, and liability protection issues is central to our process. Learn more .

We represent numerous lenders and title insurance companies in closings where our goal is to provide personalized attention in a field that is all too often neglectful of courtesy and attention to detail.  We also represent clients in commercial transactions, condo conversion, and tax-deferred exchange of properties.  The firm has experience litigating to resolve title issues to land, ownership disputes, and partition actions.  We are members of the Real Estate Bar Association of Massachusetts and are agents for First American, Fidelity and Old Republic Title Insurance Companies.

Corporate and Employment Law: Choosing a business entity is important to the long-term success of a client's business. There are many options today: business and professional corporations, limited partnership, limited liability company and trusts, to name the most common entities that may be formed. Our firm will advise the client on the proper choice of entity, maintenance of the legal requirements, and review of contracts, financing, and leasing.  We assist clients in business succession planning, and in purchasing and selling businesses and commercial real estate.

Trial Practice and Family Law: Occasionally, litigation is necessary to the resolution of disputes between parties, especially in the context of family disputes.  An experienced trial attorney should be employed to attempt to bring about achievable results, whether through settlement, which is the manner in which 97% of all civil cases are resolved, alternative dispute resolution (ADR), or through trial.  We are fortunate to have Of Counsel and referral resources with years of experience.