Todd S. Rosenfield

Todd S. Rosenfield

also known as Todd Rosenfield, Estate Planning Attorney, Socius Law Firm | Estate Planning & Business Attorneys

5.0
Rating: 8.7

Licensed for 28 years

Estate planning Lawyer at Westborough, MA
Practice Areas: Estate Planning, Business, Elder Law

Estate Planning | Probate | Business Law, 1900 W Park Dr Ste 280, Westborough, MA

About Todd

Biography

Practice Areas

3

Practice Areas

Estate Planning 60%

Through Socius’ comprehensive estate planning services we’ll develop and implement a plan to: (1) assure that all of your assets are passed according to your wishes; (2) eliminate and/or minimize federal and state estate taxes; (3) avoid costly probate; and, (4) protect your assets from the costs of long-term care.

30 years

60%
Business 20%

Whether you are a small business owner or mid-sized company, Socius offers legal services that address all aspects of your business lifecycle including: •Business Formation and Counseling •Business Contracts / Contract Management •Employment Law and HR Support •Business Litigation and Litigation Support Services •Trademarks and Intellectual Property •Commercial Leasing and Zoning •Estate and Business Succession Planning

30 years

20%
Elder Law 20%

The Socius Law Firm assists clients with legal issues that affect older people and their caretakers in Central Massachusetts, Worcester and its surrounding communities, including Westborough, Southborough, Northborough, Hopkinton, Grafton, and Upton.

30 years

20%

Fees and Rates

Cost

Free Consultation

$0 first 30 minutes


Payment Methods

  • Cash
  • Check
  • Credit Card

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Licenses

Licensed in Massachusetts for 28 years

State: Massachusetts

Acquired: 1997

Active

No misconduct found

Location

Socius Law Firm

Estate Planning | Probate | Business Law, 1900 W Park Dr Ste 280, Westborough, MA, 01581

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Todd S. Rosenfield's Reviews

Avvo Review Score

5.0 /5.0

11 Client Reviews

Filter Avvo Reviews (11) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 1 - 2 of 2 reviews | General Knowledge

Posted by Eric | October 28, 2014 | Business

Impeccable character

Todd has been my lawyer for the last 15 years. He has handled both my personal and corporate needs during this time frame. He is very knowledgeable in all aspects I have worked with him on and if he does not know something completely he does his research. I would recommend him in Business, Rea...l Estate transactions, and Estate planning.

Posted by George | October 21, 2014 | Probate

Todd S. Rosenfield has been my trusted lawyer for over fifteen years

I have depended on Todd S. Rosenfield to provide solid advice and counsel for both my personal and business needs for over fifteen years. He has always taken care of every detail to ensure my issues are resolved promptly and thoroughly. First, he handled the estate settlement of my mother, guiding ...me in my numerous, daily executor duties through the final closing of the estate. All the forms, meetings, and court appearances were handled expertly. But I most valued his expert advice on the day to day issues and record keeping to ensure we met all legal and tax reporting requirements. He always explains the risks and liabilities of any business decision, making common sense of the complex issues and forms that I must deal with. Next, Todd assisted me by establishing my first company over fifteen years ago, a Massachusetts S corp. which allows me to acquire and develop investment real estate, and to operate a rental property business in the heavy regulated Massachusetts and City of Cambridge market. After launching my company, he has continued to provide expert advice for the successful operation of my business. He also prepared the necessary legal framework to protect my business name and motto. Todd subsequently helped me to expand my business in Massachusetts by establishing a separate Limited Liability Corporation to limit my legal exposure on a new venture. Over the years, Todd has assisted me by representing me in the purchase and sale of several properties both in Massachusetts and in the State of Maryland. Todd is my go-to source to keep me out of trouble with the numerous changing laws and regulations in my business. He is a one stop shop for rapid answers to complex legal questions in the areas of business law, real estate law, and tenant-landlord relations, and succession planning. In consider Todd not just a paid attorney, but a vital member of my business team and a personal friend. In short, I can recommend Todd S. Rosenfield without hesitation as an expert attorney, one who offers excellent customer service and follow-through on every detail. I place my unqualified trust in him for both my personal and business legal issues.

See All Client Reviews

Todd S. Rosenfield's Lawyer Endorsements

Endorse Todd
Sam H. Spellman headshot
Sam Spellman

Estate planning lawyer | Apr 28

Relationship: Fellow lawyer in community

"I endorse this lawyer, he is intelligent and attentive."

Joshua William Gardner headshot
Joshua Gardner

Litigation lawyer | Oct 24

Relationship: Opposing Counsel on matter

"I endorse Todd. He and I were on opposite sides of a commercial litigation matter. He was a very effective advocate for his client, and I would whole-heartedly endorse him."

View All Endorsements
Sam H. Spellman headshot
Sam Spellman

Estate planning lawyer

Joshua William Gardner headshot
Joshua Gardner

Litigation lawyer

Experience

Rating:  8.7 (Excellent)

Honors

2022

SuperLaw, Super Law

2021

SuperLaw, SuperLaw

2020

SuperLaw, SuperLaw

2019

Best of Thervo 2019, Thervo

2019

Super Law, Super Law

2019

SuperLaw, SuperLaw

2018

Best of Thervo 2018, Thervo

2018

Super Law, Super Law

2017

Super Law, Super Law

2016

Super Law, Super Law

2014

Client's Choice, Avvo

Work Experience

1997 - Present

Estate Planning, Probate & Business Law Attorney, The Socius Law Firm

2006 - 2013

Partner, Nealon & Rosenfield, LLP

Associations

2024 - Present

Leap Legal

Member

2015 - Present

WealthCounsel

Member

2015 - Present

Advisors Forum

Member

2006 - Present

United States District Court

Attorney

1997 - Present

Massachusetts Bar Association

Attorney

Massachusetts Forum of Estate Planning Attorneys

Attorney

Sample of Legal Cases

Juergens v. Microgroup, Inc.

Ouellette v. The Relizon Company, WorkflowOne, et al.

Leaf Funding, Inc. v. Snapshot Photo Center, LLC

Mayo v. National Floors Direct

See More Legal Cases

Education

1996

Massachusetts School of Law at Andover

JD - Juris Doctor

1992

State University of New York at Buffalo

BA - Bachelor of Arts

Speaking Engagements

2017

Wills, Trusts and Why Estate Planning Matters Estate Planning

2016

Wills & Trusts

Estate Planning

2015

HBM, Inc.

Advanced Estate Planning

2009

Export Control Awareness

Export Control Laws

2008

Basic Estate Planning

Basic Estate Planning

Publications

Languages

English

Avvo Rating

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What determines Avvo Rating?
  • Experience & background Years licensed, work experience, education
  • Legal community recognition Peer endorsements, associations, awards
  • Legal thought leadership Publications, speaking engagements
  • Discipline Disciplinary information may not be comprehensive, or updated. We recommend that you always check a lawyer's disciplinary status with their respective state bar association before hiring them.
Avvo Rating Levels
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