Trusts & Estates

Planning is Peace of Mind

Our Estate Planning Attorneys are experts in the most up-to-date strategies for passing and protecting wealth for future generations. We specialize in assisting individuals and families in estate planning, asset protection, special needs, tax, business and long-term care planning.

No two Estate Plans should be the same.  We work closely with our clients and their advisors to craft strategies to meet the specific needs of each family.   We pledge to work with you to tailor a plan that is best suited to your family.

In addition to the preparation of  Wills, Revocable Living Trusts, and Nominee Trusts, we also prepare business entities, Irrevocable Trusts, and Special Needs Trusts designed to minimize taxes and protect assets.  Our holistic approach is intended to ensure that our clients’ affairs are in order and their property will be distributed accordance with their wishes.  Our Estate Planning Attorneys also ensure that you are protected during your lifetime by preparing documents such as Powers of Attorney and Health Care Proxies.

Ask us to help you answer these important questions:

  • Who should receive my property after I am gone?
  • Who will take care of my minor children if something happens to me?
  • How do I best protect my beneficiary’s inheritance?
  • What provisions can I make for a child or beneficiary with disabilities or special needs?
  • What will happen to my business after I am gone?
  • How is a Trust different from a Will and which one is right for me?
  • How can I minimize Massachusetts or Federal Estate Taxes?
  • How can I protect my assets from late-life expenses, such as nursing homes and MassHealth charges?

Thanks to our experienced team of Attorneys, the Estate Planning Process will be quicker and easier than you expect.   You can even save time and protect your health by completing the process virtually, working with your Attorney through emails and video meetings.

Speak with one of our estate planning attorneys today to start creating your estate plan.


Crosby Elliott
Partner - Trusts & Estates

Ashley Evirs
Partner - Trusts & Estates

Paul J. Gagliardi
Partner - Residential & Commercial
Real Estate, Trusts & Estates

Andrea Rutherford
Associate - Trusts & Estates

Althea B. Volper
Associate – Trusts & Estates

Susan Mooney
Partner - Trust & Estates


    (978) 470-8400 Give us a ring to speak to a member of our team in the strictest confidence.