A Special Needs Planning practice serving the Greater Merrimack Valley. Joseph L. Morana is not your typical attorney—he believes the client always comes first. This philosophy guides him and his practice: he thinks of himself as a “family lawyer” in the same way you might think of a “family doc...

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Attorney Margot G. Birke founded Elder Law Solutions to focus on the intricate legal and financial needs of older and disabled adults. She has extensive experience in Elder Law as an advocate, mediator, and volunteer. She speaks frequently at assisted living centers, geriatric centers, and councils on aging to empower...

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Cynthia R. Haddad, Wealth Advisor CFP® Partner & Wealth Advisor, Special Needs Financial Planning, a specialty practice of Affinia Financial Group Caring for one another is at the core of our most valued relationships. For families of people with special needs, preparing for the future may seem overwhelming;...

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John Nadworny,Wealth Advisor,CFP® Partner & Wealth Advisor, Special Needs Financial Planning, a specialty practice of Affinia Financial Group The work of determining the resources needed to secure the future for a family with a complex life situation is part art, part science, and 100% preparation. Planning w...

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Alex Nadworny, Wealth Advisor, CFP® As every graduate knows, there is no shortage of advice given to them when they begin their professional lives. Alex connected with the advice from Steve Jobs: “The only way to do great work is to love what you do.“ For her, the continuous thread inspiring her throug...

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Attorney Julie Low received her law degree, cum laude, at Western New England College School of Law where she was a member of the Western New England Law Review. Ms. Low was admitted to the Massachusetts Bar in 2007. Prior to starting her own law practice in 2010, she worked in Legal Services, serving indigent clients...

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Annette M. Hines has been practicing in the areas of Special Needs, Elder Law and Estate Planning for over fifteen years. She received her JD from Howard University School of Law, her MBA from Suffolk University and her BA from the University of Vermont. Her clients include individuals and families of children with spe...

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Mark W. Worthington is Senior Counsel at Special Needs Law Group of Massachusetts, P.C. Mark received his J.D. from Northeastern University School of Law and his LL.M. in Taxation from Boston University School of Law. He is a Certified Elder Law Attorney (as certified by the National Elder Law Foundation (Massachusetts...

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Bio Coming soon !  

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The Special Needs Planning Practice Group is chaired by attorney Frederick M. Misilo Jr.. With over twenty years of experience practicing law, Mr. Misilo is a frequent lecturer on estate planning, special needs planning and elder law. He serves as President of the ARC of Massachusetts and is Chairperson of the Board of...

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PRACTICE FOCUS Meredith is the Chair of the Special Needs Practice Group and an Officer with the firm’s Trust & Estate Department. Her practice focuses on special needs estate planning, guardianship & conservatorship, government benefits consultations and adult service advocacy. BIOG...

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Sheryl J. Dennis is a partner at Fields and Dennis, LLP in Wellesley, Massachusetts. Ms. Dennis is a member of the Boston and Massachusetts Bar Associations, the Massachusetts Council on Family Mediation, the Collaborative Law Council and the National Association of Parent Coordinators. She is also a principal in the C...

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Jeffrey A. Bloom sees clients in our Boston, Framingham, Dedham, and Woburn offices. Since 1997, his practice has focused exclusively on counseling and advocating for clients regarding Medicaid eligibility, estate planning, elder and disability law, guardianship, probate administration and litigation, and planning for...

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Patricia C. D'Agostino is a member of the National Academy of Elder Law Attorneys, the American Bar Association, the Massachusetts Bar Association and the Boston Bar Association. Patricia received her Juris Doctorate from Suffolk University Law School where she was a dean's list student. Throughout law school Patricia...

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Steven M. Cohen is a partner at Pabian & Russell, LLC, leading the firm's elder law group. Mr. Cohen is one of Greater Boston's most noted elder attorneys, working for the elderly and disabled. For over twenty years he has been dedicated to educating professionals and the community on the intricacies of elder law....

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Executive Director Joan McGrath Coulter has more than 25 years’ experience in professional accounting and finance and celebrates her twelfth anniversary with PLAN this year. Prior to assuming the role of PLAN’s Executive Director, Joan’s responsibilities included PLAN’s operations, trust ad...

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The Special Needs Planning Practice Group is chaired by attorney Frederick M. Misilo Jr.. With over twenty years of experience practicing law, Mr. Misilo is a frequent lecturer on estate planning, special needs planning and elder law. He serves as President of the ARC of Massachusetts and is Chairperson of the Board of...

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PRACTICE FOCUS Meredith is the Chair of the Special Needs Practice Group and an Officer with the firm’s Trust & Estate Department. Her practice focuses on special needs estate planning, guardianship & conservatorship, government benefits consultations and adult service advocacy. BIOG...

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Bio coming soon!

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DARYL CAMERON EVERY, ESQ. is a sole practitioner in Milton, where she concentrates in trusts and estate planning, special needs and elder law, disability advocacy, and public benefits. Ms. Every acts both as a trustee to family and special needs trusts, as well as trust counsel. She advises families, guardians, trustee...

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Jennifer L. Frank, Esq., has been practicing law since 1993. Prior to joining our firm in 2008, Jennifer was the managing attorney of a mass tort litigation firm where she practiced for 15 years, primarily representing individuals harmed by unsafe prescription drugs. Ms. Frank received her Bachelor of Science from Bos...

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The Special Needs Planning Practice Group is chaired by attorney Frederick M. Misilo Jr.. With over twenty years of experience practicing law, Mr. Misilo is a frequent lecturer on estate planning, special needs planning and elder law. He serves as President of the ARC of Massachusetts and is Chairperson of the Board of...

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PRACTICE FOCUS Meredith is the Chair of the Special Needs Practice Group and an Officer with the firm’s Trust & Estate Department. Her practice focuses on special needs estate planning, guardianship & conservatorship, government benefits consultations and adult service advocacy. BIOG...

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Thomas R. Mullen has been an attorney since 1977 and has devoted his practice exclusively to elderlaw since 1988. He is nationally recognized as one of the foremost experts on Medicaid planning. His additional Practice areas include estate planning and trusts for disabled people, as well as  assisti...

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Scott Scales is a Relationship Manager for the Investment Management Group in Milford. He is responsible for the administration of account relationships for individuals, trusts and institutions in the greater Milford area. Scott brings over 25 years of bank and trust experience. Prior to joining Rockland Trust, he was...

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