Making informed decisions about housing, estate planning, and healthcare is essential to building a secure and flexible retirement. During an interactive program at Nantucket’s Saltmarsh Senior Center on June 9th at 1:15 p.m., trusts and estates attorney Robert Mascali will join and retirement specialist Bob Tranchell to discuss how these important areas work together and […]
Attorney Elizabeth Newton will present Estate Planning for Blended Families at several local senior centers throughout the month of June. The presentation will address the unique challenges and considerations that arise when planning for families with stepchildren, remarriages, and complex family dynamics. Call each center directly to reserve your seat. […]
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In our latest client alert, Attorneys Anthony DaSilva and Allen Falke discuss new enhanced tax benefits for Qualified Small Business Stock founders and investors, expanded both in scope and value as the result of July 2025’s One Big Beautiful Bill Act (OB3). This alert should be of particular interest to those who are looking to […]
Read More… from Qualified Small Business Stock – New Enhanced Tax Benefits Under IRC §1202
The steep rise of pro se litigants—individuals who seek to represent themselves in court—requires lawyers to adjust their litigation approaches to account for the pro se litigant’s general unfamiliarity with court procedure, filings, discovery, and evidentiary rules. Attorney Grace Roessler will present Navigating Pro Se Adversaries, a live Massachusetts Continuing Legal Education, Inc. (MCLE) webcast […]
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Congratulations to Attorney Peter J. Hamilton who has been named to the President’s Council for The New England Center for Children. With a mission to empower those with autism through comprehensive care, education and research, NECC serves both day and residential students with autism at its Southborough campus, while maintaining a global presence through its […]
Read More… from Peter Hamilton named to NECC President’s Council
A revocable trust — sometimes called a “living trust” — is a practical tool that can benefit people in many different financial situations. Think of a revocable trust as a container created during life to hold your assets (e.g., real estate, bank accounts, investments). During the grantor’s (the trust’s creator) lifetime, the grantor remains in […]
Today’s families often fall outside traditional legal assumptions, which can complicate inheritance, estate planning, and end-of-life decision-making. Join Attorneys Patricia Davidson and Jennifer Flanagan for a live MCLE webinar on May 27. They will p explore estate planning for the many types of families that estate planning attorneys encounter in their practices, and considers planning […]
Read More… from Estate Planning for Blended & Nontraditional Families – a Live Webinar
Congratulations to Attorney Allen Falke who was selected as one of Massachusetts Lawyers Weekly‘s ‘Go To’ Lawyers for Taxation for 2026. A skilled attorney with prior experience as a certified public accountant, Allen is uniquely entrenched in tax law. He serves as Practice Group Leader of the firm’s Trusts & Estates Team and is a […]
Read More… from Attorney Allen Falke named Mass Lawyers Weekly ‘Go To’ Lawyer for Taxation
For Massachusetts employers, receiving a Charge of Discrimination from the Massachusetts Commission Against Discrimination (MCAD) and/or the Equal Employment Opportunity Commission (EEOC) can be an unsettling experience. Beyond the legal exposure, these Charges can disrupt operations, damage morale, and create significant financial risk if not handled strategically from the outset. Considering these realities, employers are […]
Read More… from Responding to MCAD and EEOC Charges: Best Practices for Massachusetts Employers
A “living trust” is any kind of trust that is created by an individual and which remains in existence during the individual’s lifetime. Some examples of living trusts are Revocable Trusts, Irrevocable Trusts and Special Needs Trusts. However, a Testamentary Trust is different; it is not a “living trust.” In fact, the Testamentary Trust is […]