Skip to main content

Marco Anthony Schiavo

Estate planning Attorney at Woburn, MA

5.0   64 reviews

also known as Marco A. Schiavo, Marco Schiavo

  • Licensed for 22 years
    State MA
    Acquired 2001
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Marco

Learn Marco’s areas of practice.

3
Practice areas
  1. Estate planning
    70%
    We help you implement a plan that will allow for an easy transition of control to someone you trust to make decisions for you and manage your assets in the event of your disability or death in a way that maximizes the wealth passed to loved ones.

    22 years

  2. Medicaid and medicare
    15%
    When you’re facing a long-term care crisis, getting the right care for your loved one is critical. It can easily cost thousands of dollars each and every month, but it doesn’t have to. We help you find better solutions to pay for care.

    20 years

  3. Probate
    15%
    Nothing is more difficult than losing a loved one. We help guide you through every step of the way, helping you navigate an otherwise complex legal, tax and financial world.

    22 years

“I believe that 95% of my job is listening.  My objective is to address all of your concerns and accomplish your goals by providing a personalized estate plan designed to fit your specific needs which includes preserving the wealth that you have accumulated throughout the years. I am a firm believer that estate planning is not a one-time event.   As life changes, the plan should change with it.  I believe in developing lifelong relationships with my clients so that my clients view me as not just an advisor, but also a trusted friend.”

Attorney Marco A. Schiavo is one of the founding partners of Simmons & Schiavo, LLP and has been a devoted legal advisor to families since 2001. He has guided a number of families through the probate administration process and has personally witnessed the impact that the lack of a proper estate plan can have on loved ones. These experiences continually reaffirm his strong belief in the countless benefits of a well-drafted and well-implemented trust-based estate plan. A proper estate plan allows for a smooth transition in the event of the disability of a grantor and provides privacy and ease of property distribution without delay and oversight from the probate court upon the grantor’s death.

Marco’s primary focus is assisting his clients preserve the wealth that they have accumulated to pass it on to their loved ones using creditor protection trusts, estate tax minimization techniques, business succession planning and Medicaid/Long Term Care Planning. Marco handles all levels of estate planning ranging from basic plans to complex, multi-million dollar estates involving marital deduction trust planning, irrevocable life insurance trusts, stretch IRA inheritance trusts, multi-generational dynasty trusts, gifting strategies, charitable remainder trusts, special needs trusts and a number of other complex trust planning vehicles.

Marco has a passion for business; he received his Bachelor of Science Degree from Babson College with a double major in Finance and International Business Studies. At Suffolk University Law School, Marco focused his law school studies on Estate Planning and Real Estate Law.

Marco lives in Walpole with his wife and three young daughters. Marco speaks Italian and Spanish fluently. His interests include traveling, reading, hiking, and most of all, spending time with his family.

Photos and videos

View more

Contact Marco

Simmons & Schiavo, LLP
400 TradeCenter
Suite 4800
Woburn, MA, 01801

Reviews

5.0 / 5.0
  64 customer reviews
5 Star
 
100%
4 Star
 
0%
3 Star
 
0%
2 Star
 
0%
1 Star
 
0%
Posted by Wan | August 5, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Warm, knowledgeable, and efficient
My husband and I met with Marco for estate planning, per the recommendation of our financial advisor. We had no idea what we were doing, but Marco walked us through the process from start to finish, and helped us choose the right plan for us. He answered any questions that we had, although given the clarity of his explanations, we didn't actually have many. I imagine that estate planning can be a fraught process, but it was easy and efficient with Marco. We highly recommend him!
Read less
Posted by Karen | June 21, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Best of both
Marco developed a comprehensive estate plan for me. I appreciated the personalized, hands-on approach coupled with contemporary tools such as the online client portal, the ability to self-schedule appointments and the option of virtual visits. Likewise, we were able to draw from three "packages" offered to customize the estate plan, so all my planning needs were met with no surprises.
Read less
Posted by RR | June 17, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Estate Planning w/Marco Schiavo_June 2022
Marco has been helpful and resourceful in presenting options for my personal estate situation. Marco’s experience with estate planning makes him an empathetic listener. Marco respectfully and lawfully answered all my questions or concerns in a transparent manner. Everyone on his team is professional, knowledgeable, and attentive of client needs and wants. I would highly recommend him.
Read less
Posted by Jerry and Susan | May 4, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Estate Planning with Marco Schiavo
Marco was excellent in helping us put all the pieces together, presented our options and made suggestions in terms that we could understand. He explained the process thoroughly and was patient with all our questions and concerns. Even when we didn't understand something, he would go over it with us as many times as we needed. He wanted us to feel comfortable with every decision we made. Marco's pleasant and compassionate demeanor and knowledge in his field made the whole process seamless. Also, the booklets/written material that he made available to us were very helpful in gaining some insight on what the estate planning process would be like. We highly recommend Attorney Marco Schiavo and his firm to anyone who is in need of Estate Planning.
Read less
Posted by Jennifer | March 25, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Amazing and Easy to work with.
Marco came referred to my mother and I from our financial advisor. After loosing my dad, my mother and I wanted to ensure we established her estate, but we wanted to make sure to use someone who had extensive knowledge with estate planning and Marco was that person. He was not only knowledgeable, but extremely patient. As an only child of non English speaking parents he took the time to make sure that not only I understood, but that my mother also understood. He was so patient with us and all my questions and he made sure all our questions and concerns were answered. He was always very professional and very organized!! His schedule is also very flexible for those who work a 9-5 and need later appointments. I would absolutely use Marco again for future legal matters and highly advise if you need any help, especially with estate planning to reach out to him and his team. Even the paralegals at the office would check in and still do to see if we have any questions or concerns. I highly recommend the firm and can’t say enough good things about Marco and his team!
Read less
Posted by Margaret | March 16, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Peace of mind
I am 78 years old and procrastinated about getting my affairs in order. Essentially I knew what I wanted and mostly I wanted to be fair to my family. What I soon discovered was that by not getting my affairs in order I was being extremely unfair to my family. Marco was very careful and patient when describing my options. Our initial meeting was informational both for him and for me. Finally I was able to wrap my head around the details and we finalized my Family Trust. Marco worked with me through all the details and I am very happy with the peace it has given me. Thanks for all your help. Peg Donovan
Read less
Posted by Baldassare | January 14, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Estate Planning
Marco and his team did a fantastic job with explaining the estate planning process from beginning to end. He provided a good service and was able to simplify in what can be a complex process. We would highly recommend him and his team to anybody who is looking for an estate planning attorney.
Posted by Jean-Pierre | November 8, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Excellent experience
Marco and his team are very professional, responsive and patient. Marco explained in great detail the process of Estate Planning and helped us create a plan specific to our needs and wishes. His staff was very helpful and worked closely with other members of our team to complete the plan without any problems. Our experience was very positive and we would recommend Simmons & Schiavo without any reservation.
Read less
Posted by Marjorie and David | April 12, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Estate Plan with Marco Schiavo
We had the pleasure of meeting Marco for creating an Estate Plan. From our first meeting we felt comfortable with him. He was an excellent listener, patient and extremely knowledgeable. Marco made several helpful suggestions. We feel confident that he has helped us create a first rate estate plan.
Posted by Maria | April 10, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Wonderful experience
Marco was wonderful to work with. My husband and I went in knowing what we wanted but not sure how everything would be done. Marco explained everything to us telling us and with his diagrams of how our set up of our trust would work. We were very comfortable with him and would not hesitate to recommend him to family and friends. It is important to me that I am comfortable to be able to call his office with any questions in the future regarding our estate and I feel very comfortable that they will be helpful to answer all questions and concerns. Thank you Marco for helping us to finally get our estate in order after my husband and I talked about it for so long.
Read less
Posted by Constance | March 29, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Highly recommended Estate Planning with Marco Schiavo
I Highly recommend Mark Schiavo for EstatePlanning .Marco is very efficient and very Knowledgeable, he looks at every option in detail and explained the best options for my family and I . Marco accomplished all my goals quickly . Very thankful and would highly recommend him.
Posted by Pat | March 4, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Excellent estate planning attorney
For years, the need for an estate plan loomed over me. Upon my retirement, my financial advisor highly recommended that I consult with Marco. Marco presented a comprehensive yet efficient approach to planning financially, legally, and medically for the years ahead. He patiently and intelligibly explained all facets of estate planning, enabling me to make informed decisions on my behalf. Marco kept the entire process focused to its timely conclusion, culminating in my feeling relieved and confident that the finalized documents safeguard the interests of me and my family. His calm demeanor during the entire planning process was invaluable. Excellent attorney!
Read less
Posted by Teresa | January 19, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Caring & Smart
Top notch! Marco knew what he was talking about and was very patient, understanding and very sensitive to our parents needa at this very important time. We were very pleased and would use him again in a heartbeat.!
Posted by Katherine | September 12, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Incredible service
Marco was wonderful to work with and highly knowledgeable. With a one year old daughter and a second on the way we knew we wanted to get our affairs in order but didn't know where to start. Marco walked us through the entire living will and estate planning process from start to finish, helping to guide us through the tough decisions. He also was fabulous about accommodating our scheduling needs, meeting with us in our home after the kids went to bed so we could quietly focus. Can't recommend him enough!
Read less
Posted by Jamieson | May 11, 2020
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Above and Beyond
In a word - Marco is fantastic. We were recommended him for our estate planning and he made this a painless, almost enjoyable process. He answered all our questions using simple to understand language so all our decisions were well informed. Marco showed empathy for us as his clients, in that he knows that it can be difficult to discuss your own death or those of your loved ones, and he takes great care in being sensitive towards that. The materials provided to help were very well produced and the entire process took only a few weeks. We signed during the midst of the COVID-19 pandemic, so Marco created a complete setup for outdoor social distanced signing that took real innovation and client-side thinking. And the price was good. Marco went above and beyond in customer service and produced a fantastic binder for our living trust. Our financial advisor said that it was "Damn great work" as did our broker. Thank you Marco, Best, Jamieson
Read less
Posted by Shawn | April 21, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Satisfied Customers
We have used Marco Schiavo in the past for legal needs and we have been thoroughly satisfied with him and his firm, Simmons & Schiavo, LLP. In conversations with Marco, he had suggested that we look into estate planning. What I thought would be a rather simple process became more of an eye-opening progression of the multitude of topics that estate planning encompasses. Marco presented multiple different scenarios that I never would have thought of, in a non-complicated way, enabling us to make educated decisions on every facet of our estate plan. My wife and I are very happy and satisfied in the services rendered by Marco and Simmons & Schiavo, LLP and would highly recommend him for anyone looking to put together a comprehensive estate plan.
Read less
Posted by anonymous | April 1, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Strong Recommendation for Marco Schiavo!
Marco was recommended to me for our estate planning and now I want to highly recommend him to all readers out there! In our first meeting, Marco spent two hours explaining all of our options, things we needed to consider, and made recommendations based on our questions and personal situation. He even gave us homework for our next session! Marco and his team were very positive, professional and easy to work with. Even when we asked the same questions over and over. I might add that much this process occurred during the Covid-19 pandemic. I was very impressed with how Marco and team were able to address the environmental concerns and still get everything done efficiently and effectively. We strongly recommend that you consider Marco for any of your legal needs.
Read less
Posted by anonymous | March 23, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Estate planning
Marco was a pleasure to work with. He was professional, responsive, compassionate and knowledgeable. It was comforting to know our estate planning was in his hands. We would absolutely recommend him for your estate planning needs.
Posted by Constance | October 17, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Opening a Family trust
Marco was a great help to me during the consultation process of opening up a family trust for me and my family. He answered all my questions and concerns, and guided me to make the right decisions. Constance
Posted by Karen | July 23, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Knowledgeable, Professional and Patient
I met Marco when I became a Trustee of my parents Trust. He came highly recommended by my sister and brother-in-law. I was very impressed with Marco and hired him to complete my estate plan. He explains complex information in a simple way and gives examples. He is very responsive to questions during and after the signing. He has provided me with referrals to professionals due to my questions regarding taxes and investments. He is extremely patient and helpful. I highly recommend Marco and his firm.
Read less
View less reviews

Cost

We have not found any cost information for this lawyer

Contact for Details

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Founding Partner
  • Simmons & Schiavo, LLP
  • 2004 - Present
  • Associate Attorney
  • Law Offices of Joseph D. Cataldo, PC
  • 2002 - 2004
  • Associate Attorney
  • Fox & Foner, LLP
  • 2001 - 2002
  • Legal intern
  • Law Offices of Peter A. Zahka
  • 1998 - 2000
View all work experience

Education

  • Suffolk University School of Law
  • JD - Juris Doctor
  • 2000
  • Babson College
  • BS-Bachelor of Science
  • 1997

Associations

  • National Association of Divorce Professionals (NADP)
  • Member
  • 2019 - Present
  • My Pinnacle Network
  • Member
  • 2019 - Present
  • ElderCounsel
  • Member
  • 2019 - Present
  • USA500
  • Member
  • 2018 - Present
  • BNI
  • Vice President
  • 2017 - Present
  • Wealth Counsel
  • Member
  • 2014 - Present
  • Real Estate Bar Association for Massachusetts
  • Member
  • 2002 - Present
View all associations

Languages Spoken

  • Spanish
  • English
  • Italian

Honors and Awards

  • Peer Review Rated
  • Martindale-Hubbell
  • 2023
  • Peer Review Rated
  • Martindale-Hubbell
  • 2022
  • Peer Review Rated
  • Martindale-Hubbell
  • 2021
  • Peer Review Rated
  • Martindale-Hubbell
  • 2020
  • Notable Networker
  • BNI
  • 2019
  • Client Choice Award
  • Avvo
  • 2018
  • Client Choice Award
  • Avvo
  • 2017
  • Client Choice Award
  • Avvo
  • 2016
  • Client Choice Award
  • Avvo
  • 2015
  • Client Choice Award
  • Avvo
  • 2014
  • Client Choice Award
  • Avvo
  • 2012
View all awards

Publications

Speaking Engagements

  • Securian Advisors
  • Continuing Trusts
  • 2019
  • Trilogy Financial Services
  • Standalone Retirement Trusts
  • 2014

Attorney endorsements

Received (7)
Given (8)
Endorse Marco
Estate planning Attorney | Mar 04
Relationship: Worked together on matter
"Marco is very professional and thorough, ensuring the client understands the process throughout."
Estate planning Attorney | Mar 03
Relationship: Worked together on matter
"I endorse this lawyer. I have known Marco both personally and professionally for almost 20 years. Marco is knowledgeable, caring and dedicated to his clients. He is a true professional and cares about his clients and helping them achieve their estate planning goals."
Estate planning Attorney | Feb 18
Relationship: Worked together on matter
"Marco is a highly skilled and emphatic estate planning attorney. I have known Marco for many years; and I deeply respect the time and resources he devotes to the continuous improvement of himself and his practice. I unhesitatingly endorse him."
Estate planning Attorney | Oct 02
Relationship: Fellow lawyer in community
"Marco is a highly skilled and deeply knowledgeable specialist in the Estate Planning practice area. Having gotten to know Marco on both a professional and personal level, I trust his judgment and have no hesitation whatsoever in endorsing him and his firm."
Estate planning Attorney | Dec 07
Relationship: Fellow lawyer in community
"As a fellow estate planning attorney, I have known Marco to be well regarded in our community and very much concerned for the well being of his clients. Additionally, I have had the privilege of getting to know his family who adore him as a father and husband. He is compassionate, patient, knowledgeable and always considering ways to better the experience for his clients. I trust and highly respect Marco, and so can you."
Estate planning Attorney | Nov 30
Relationship: Fellow lawyer in community
"I endorse this lawyer. I have referred clients to Marco. And we have worked together on another. The clients called to compliment me on his ability to handle their legal matters. Mostly, they were thrilled that he returned his calls immediately and often took their calls when possible. Marco is one of those types that treats all with respect and makes it his personal goal to make sure every client or referral is taken care of the best he knows how. Honest guy, great lawyer"
Estate planning Attorney | Nov 27
Relationship: Fellow lawyer in community
"Marco is a dedicated, knowledgeable and excellent attorney. He always places his clients' best interests in the forefront. You will not find a better lawyer in the area of estate planning."
View more endorsements