Skip to main content

Client reviews

Not yet reviewed

About me

At The Estate Planning and Asset Protection Law Center of Dennis Sullivan & Associates we help people and their families learn how to protect their home, spouse, life-savings, and legacy for their loved ones.  We provide our clients with a unique educational and counseling approach so they understand where opportunities exist to eliminate problems now as they implement plans for a protected future.  We even provide a Lifetime Protection Program to ensure plans continue to meet client & family objectives in the future, even with all of the changes in taxes, healthcare, personal health and family situations.


 


We strive to earn the right to serve as trusted advisors who can help customize estate and asset protection plans for each client and their family.  This is only made possible by our independence and dedication to serve clients and their families today and in the years ahead.  The Estate Planning and Asset Protection Law Center is a team of professionals committed to helping people and their families achieve peace of mind by protecting everything that is important to them.


 


Drawing from their experience, the firm has also developed a proprietary Estate Planning Program called "Lifetime Protection Program." This program takes into account a client's unique values, circumstances and goals, and designs customized strategies to achieve significant results, such as avoiding probate; reducing income, estate/gift and other taxes; protecting assets; preserving and increasing wealth; and helping clients provide for themselves when they want, the way they want.

More 

Photos and videos

1321878 1268669009

Practice areas

Licensed

  1. Estate Planning: 40%
  2. Elder Law: 40%
  3. Probate: 10%
  4. Tax: 10%

Payment

Fees:

Hourly ($125-350/hour), Fixed (always), Free consultation (60 minutes)

Payment types:

Cash, Check, Credit card

Attorney endorsements

7 total 

Are you an attorney? Endorse this lawyer

  • No photo

    I have known Dennis for over 10 years. He is kind, caring and does an excellent job for his clients. He constantly works on staying on top of all the current strategies, so he can better serve his clients. He is an excellent attorney, and I would feel comfortable referring family members or friends to him for assistance.

    More 

    Suzanne Graves Estate Planning Attorney
    Relationship: Fellow lawyer in community

  • Jan Ellen Copley

    Dennis is kind, caring and conscientious. I wholeheartedly endorse the quality of his work and his relationships with his clients.

    More 

    Jan Copley Estate Planning Attorney
    Relationship: Other

Contact info

The Estate Planning and Asset Protection Law Center of Dennis Sullivan & Associates

888 Worcester Street
Wellesley, MA, 02482-3717

Resume

License
StateStatusAcquiredUpdated
MAActive198201/24/2016
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Awards
Award nameGrantorDate granted
Elder ExpertElder Care Matters2011
Accredited Veterans Benefits SpecialistVeterans Administration2009
Certified Veterans Benefits PlannerVeterans Benefits Institute2008
Certified National Network Estate PlannerNational Network Of Estate Planning Attorneys1993
Honorable Mention - Passed Entire CPA Exam at First SittingMassachusetts Society of CPAs1977
Work experience
TitleCompany nameDuration
Founder & ManagerThe Estate Planning & Asset Protection Law Center of Dennis Sullivan & Associates1993 - Present
Founder & ManagerOffices of Dennis B. Sullivan Attorney & CPA1988 - 1992
Corporate Finance AssociateUlin, Morton, Bradley and Wellington1986 - 1987
Tax ManagerKPMG (Formerly Peat Marwick)1982 - 1985
InternshipSecurities & Exchange Commission1981 - 1982
Accounting & Tax ProfessionalGrant Thornton International1977 - 1979
Associations
Association namePosition nameDuration
NAELAMember2011 - Present
Elder Counsel, LLCMember2010 - Present
MPS-National Organization of Attorneys Dedicated to Highest Value & Integrity in Estate Planning & Elder Law ServiceMember2005 - Present
WealthCounsel, LLCMember2004 - Present
AARP Legal Services NetworkAttorney2003 - Present
Massachusetts Bar AssociationMember1982 - Present
Massachusetts Society of CPAsMember1977 - Present
Publications
Publication nameTitleDate
Dennis Sullivan & AssociatesThe Successor Trustee Manual2010
Wealth Builders PressEstate Planning Strategies2009
Living & LearningAchieve Retirement and Education Security2005
The Esperti Peterson InstituteGenerations: Planning Your Legacy1999
The Esperti Peterson InstituteLegacy: Plan, Protect and Preserve Your Estate1996
Middlesex Business GuideImproving Business Operations and Tax Relief for 19921992
Beacon CommunicationsGifting Also Funds Education Trusts1991
Tax Planning and Investment GuideReduce Estate Taxes with Lifetime Gifts, Business Owners Beware!1990
Boston Business JournalBenefits of Employee Stock Ownership Plans - The Moral of ESOP's Fable: Plan for the Future1990
Bay State BusinessSale of Your Company? Plan for a Successful Outcome.1989
Banker and TradesmanConsider the Sale or Election of S Corporation Status Before the Repeal of General Utilities1987
Lawyers WeeklyWhat is the Value of Your Firm or Your Client's Business?1986
Sloan School MIT, Master's ThesisThe Acquisition Process1985
Education
School nameMajorDegreeGraduated
Massachusetts Institute of TechnologyBusiness ManagementMA - Masters1986
Boston University School of LawTaxationLL.M - Master of Laws1984
Suffolk University Law SchoolLawJD - Juris Doctor1982
Suffolk UniversityBusiness AdministrationBS - Bachelor of Science1977
Speaking engagements
Conference nameTitleDate
Trust, Estate and Asset Protection WorkshopTrust, Estate and Asset Protection2010
Community Education SeriesThe New Healthcare Law and How It Impacts Seniors2010
Asset Protection Planning for Professionals and Business CouncilAsset Protection & Estate Planning2008
Lorman Continuing EducationAsset Protection in Massachusetts2005
Opportunities in Business Succession Planning for CPAsBusiness Succession Planning for CPAs2002
Continuing EducationEstate Planning for Financial Advisors1999
Continuing EducationEstate Planning Opportunities for Certified Public Accountants1999
Continuing EducationEstate Planning for Financial Advisors & Insurance Professionals1999
Advanced Course for Professional Education CreditWealth Strategies Planning1999
Conference For Continuing EducationEstate Planning for CPAs1998
Continuing EducationNew Laws and Their Impact on Small Businesses and on Owners1997
Continuing EducationEstate Planning for Financial Advisors1997
Continuing EducationEstate Planning for Insurance Professionals1995
Continuing EducationFinancial Planning for Business Owners1994
Continuing Education FoundationTrust and Estate Taxation1991
Continuing EducationS Corporations - "Your Company's Rights and Obligations"1989
Continuing EducationS Corporations - Financial and Tax Considerations1989