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Peter Caldwell Herbst
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Peter Caldwell Herbst Jr

Practice areas:

Estate Planning, Trusts, Elder Law, Medicaid & Medicare, Tax

Practice Areas

Licensed since 2005

  1. Trusts: 30%
  2. Estate Planning: 30%
  3. Medicaid & Medicare: 15%
  4. Elder Law: 15%
  5. Tax: 10%

Payment

Fees:

Fixed (Sometimes)

Payment Types:

Cash, Check, Credit Card

Attorney Endorsements

2 total

  • Nikki Marie Oliveira

    I attended a presentation of Peter’s on funding irrevocable insurance trusts. Peter had a unique situation in which the annual exclusions available within a trust were less than the amount of the yearly premium for the insurance. This resulted in the possibility of his client having a taxable gift each year. Peter explained the tax and trust rules involved and then presented two methods - through either a part loan part gift or a non-equity collateral assignment – that one could utilize in order avoid making a taxable gift. Both strategies were creative ways explained in a straightforward manner that furthered his client’s objectives in a tax-efficient manner. During the presentation, Peter not only displayed excellent professionalism and creativity in tax planning, but he was also a very eloquent speaker. I'm looking forward to his next seminar presentation. I endorse this lawyer.

    More 

    Nikki Oliveira Estate Planning Attorney
    Relationship: Fellow lawyer in community

  • Sierra A. Pino

    Peter and I have worked together on estate planning matters with a Massachusetts-Florida component. I find him to be knowledgeable and thoughtful in his analysis, and his clients certainly benefit from his collaborative approach and creative problem-solving. I look forward to working with Peter on future matters.

    More 

    Sierra Pino Estate Planning Attorney
    Relationship: Worked together on matter

Contact Info

Gorfinkle & Herbst, LLC

1000 Washington Street
Braintree, MA, 02184-5456

Resume

License
StateStatusAcquiredUpdated
MAActive200804/17/2015
CTActive200505/15/2015

Professional Misconduct

We have not found any instances of professional misconduct for this lawyer.
Avvo Contributions
Legal Answers
Awards
Award NameGrantorDate Granted
Rising StarMassachusetts Super Lawyers2013
Rising StarMassachusetts Super Lawyers2011
Rising StarMassachusetts Super Lawyers2010

Work Experience
TitleCompany NameDuration
AttorneyGorfinkle & Herbst, PLLC2014 - Present
AssociateBaker, Braverman & Barbadoro2008 - 2014

Associations
Association NamePosition NameDuration
National Academy of Elder Law AttorneysMember2012 - Present
Boston Estate Planning CouncilAssociate2009 - Present

Education
School NameMajorDegreeGraduated
Boston University School of LawMasters of Law in TaxationLLM2012
Vermont Law SchoolN/AJuris Doctor2005
University of Michigan, Ann ArborEnvironmental Policy & BehaviorBachelor of Science1999

Speaking Engagements
Conference NameTitleDate
Spring ConferenceEstate Tax Update2012