Susan Mooney
Partner - Trust & Estates
Susan Mooney
Partner - Trust & Estates

Attorney Susan Mooney is a partner at the firm and assists individuals and families in all aspects of estate planning and trust and estate administration, as well as long term care and mediaid planning.  After owning her own firm for over 20 years, Susan joined Dalton & Finegold to be a part of a growing firm dedicated to providing personalized service that meet the needs to her long time client base.  Susan’s firm provided legal representation to more than 3,000 individual clients and their families for over thirty-three years of practice.  She is excited about creating a legacy for her client as their estate planning needs evolve and change.

 

With Susan’s legal knowledge and years of experience, she designs estate plans and long term care plans that focus on the unique circumstances of each client. She understands the difficult emotional and financial decisions that clients often face in their planning, whether it is the client’s first estate plan or crisis planning.  These plans include important legal documents such as Wills, Trusts, Health Care Proxies and Powers of Attorney to legally accomplish the client’s intentions, protect assets, and minimize taxes.  She prides herself on creative planning to achieve the personal goals of each individual client.

 

In addition, Susan regularly represents clients in the Massachusetts Probate Court with the administration of a family member’s estate, assisting clients through the probate process,  in the transfer of assets, including the sale of estate related real estate, distribution of assets to the legal beneficiaries, as well as advising on necessary tax filings and counseling on disputed matters when required.

 

A significant part of Susan’s practice involves elder law and long term care planning.  Susan volunteers at the local Senior Center to provide legal advice and direction to the senior population and is a regular contributor to the Woburn Daily Times Chronicle on matters related to estate planning and elder law.  Her favorite case this year involved preserving a home for a 75 year old severely disabled person whose live in caregiver of 30+ years would have otherwise been rendered homeless upon the death of the disabled adult.  With Susan’s creative planning the disabled person was able to preserve her benefits necessary for her lifetime care at home, and at the same time preserve her home to pass to her long time caregiver in accordance with her intentions.

 

In her leisure time, Susan enjoys spending time with family, beach walks, entertaining and travel with her husband Tom, their 3 adult children and 8 grandchildren. She and Tom especially enjoy attending grandchildren’s sporting events as their number 1 fans.

Service Area

Bar Admissions

Commonwealth of Massachusetts

Federal District Court, District of MA 1988

Circuit Court of Appeals, 1st Circuit, 1988

Supreme Court of the United States, 1991

Education

University of Massachusetts, Boston

New England Law | Boston

Memberships & Affiliations

Massachusetts Bar Association

National Academy Elder Law Attorneys

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