bring over 25 years of experience to my law practice, helping families and business owners secure their future through strategic estate planning, asset protection, and business planning. I work with families and entrepreneurs throughout Greater Boston, taking time to understand their specific needs while helping them protect their assets, legacy, and businesses. My comprehensive approach to estate planning guides families through complex decisions about financial planning, tax considerations, and asset protection, ensuring their wishes are both clear and legally protected.

Drawing from my background as both an attorney and banking executive—including roles as CEO and EVP—I bring valuable insights to financial security, risk management, and business operations. I guide clients through important decisions, from selecting the right business structure to creating comprehensive succession plans. For families focused on estate planning, I provide detailed guidance on wills, trusts, healthcare proxies, and powers of attorney, tailoring each plan to reflect their specific family dynamics and financial goals.

My practice focuses on creating adaptable estate plans that protect family resources across generations. I help clients understand and implement various trust structures, from straightforward living trusts to sophisticated arrangements that minimize estate taxes and protect vulnerable beneficiaries. My professional contributions have earned recognition throughout my career, including the Banker & Tradesman Credit Union Heroes Award, and I have served on several financial industry boards, including the Massachusetts Credit Union League and Northeast Member Business Services.

I am a magna cum laude graduate of Suffolk University Law School and hold a bachelor’s degree in Business Administration from Boston University. For estate planning, business formation, or asset protection guidance, schedule a consultation at my Wayland or Weston offices by calling 617-213-5003 or visiting online.

Firm Description

All children are a blessing. From the day they are born, you begin making plans to ensure that your child or grandchild has a bright future. What will their interests be? What job will they have? Who will they marry? While these are common concerns for most families, for those with a special needs child or grandchild, taking steps to ensure they have a safe, happy, and healthy future is even more important due to the additional hurdles they may face. To help provide a prosperous future for your special needs child or grandchild, we suggest the following steps:

1. Have a Special/Supplemental Needs Trust Prepared
2. Write Down Your Instructions
3. Consider Life Insurance to Provide the Necessary Funds
4. Review Your Retirement Accounts
5. Give Us a Call

To learn more about these steps, click on ‘Special Needs Trust’ toggle below.

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