Joseph L. Morana
About Joseph
Biography
Protecting Families. Planning for Life.®
Elder Law. Estate Planning. Probate. Special Needs Planning.
We assist clients with Estate Planning, Probate, Elder Law and Special Needs Planning, including Medicaid (MassHealth) pre-planning and crisis-planning, Asset Protection, and Medicaid applications; as well as Probate and Trust Administration.
When you need an attorney for matters involving you or your family, choosing that attorney becomes important and deeply personal. Our clients select Attorney Joseph L. Morana for those matters that mean the most.
Protecting Families. Planning for Life.®
Helping individuals and families plan legacies, protect assets; and helping retirees avoid the devastating financial effects of long-term care.®
Practice Areas
5
Practice Areas
17 years | 500 cases
17 years
17 years
17 years
Fees and Rates
Cost
Always
Payment Methods
- Cash
- Check
- Credit Card
Looking for an attorney? Avvo can help.
Search our directory
Quickly connect with top attorneys through our legal directory to get help with your legal issue.
Avvo's live chat agents can help coordinate a consultation with a local attorney.
Chat with a live agent who can match you with the right attorney for your legal needs.
Chat withLicenses
Licensed in Massachusetts for 16 years
State: Massachusetts
Acquired: 2009
No misconduct found
Location
Morana Law Office, LLC
68 Main Street (located on 2nd Floor, above CVS pharmacy), Suite 8, Andover, MA, 01810
Gallery
Ad
Transform legal challenges into solutions.
Connect now to review your situation.
Joseph L. Morana's Reviews
Showing 1 - 5 of 6 client reviews from Avvo
Posted by Amy | February 20, 2020 | Hired Attorney
Get your affairs in order
It is a huge relief to get your affairs in order and to know things are in place for your family. We appreciated Joe Morana's thoughtful approach. He thoroughly explained our choices and made what we thought was complicated and overwhelming very simple. This is a service that every family needs not j...
Posted by Tony | February 7, 2020 | Hired Attorney
Extremely Thorough and Helpful
Joseph Morana is an incredibly thorough attorney whom I had the pleasure of dealing with some years ago. His methodical approach to Estate and Special Need Planning has helped me greatly and allowed me to survive a period of disability in a much better position. I find him personable, helpful, consid...
Posted by Eric | February 7, 2020 | Hired Attorney
Very Impressed
Joseph Morana is absolutely encyclopedic when it comes to estate planning. Any concerns my family and I had were addressed like he had dealt with them a hundred times before but with sensitivity, realizing that it was all new to us. I recommend without reservations.
Posted by Kathleen | May 31, 2017 | Hired Attorney
Trusts are not just for the wealthy
I met Atty. Joseph Morana several years ago. I knew he worked with people who wanted to put their property into a trust. Originally I believed that trusts were meant for wealthy individuals who had huge stock portfolios, mansions, etc., which meant I did not need to think about a trust. After listeni...
Posted by Dawn | February 11, 2017 | Hired Attorney
Thank you, Atty. Morana!
My husband lost everything in his divorce that he had worked his whole life to save. It was devastating. By hard work and cutting corners, we were able to get another nest egg started. We had Wills made and were certain that everything was protected. We were wrong. We had not thought of death taxes a...
Joseph L. Morana's Lawyer Endorsements
"I've had the pleasure to work with Attorney Joseph Morana on a number of matters over the years. Joe is intelligent and knowledgeable. Importantly, he knows how to explain complicated matters in a clear and easily understandable manner to his clients. Each client I've referred to him has made a point to call me afterwards to express their gratitude for making that connection. I strongly endorse Attorney Morana."
"Joe is extremely knowledgeable and highly skilled in Estate Planning. His practice is client focused and he is constantly finding innovative ways to further improve the client experience. I highly respect and trust his judgment and endorse him and his firm."
"Attorney Joseph Morana is a knowledgeable and well respected estate planner. I am a Family Law attorney and refer estate and probate work to Attorney Morana whenever my clients need it. I know they will be in good hands and will be well protected. I am always impressed with Joe’s level of expertise. I wholeheartedly recommend him to anyone looking for a lawyer who knows the law and truly cares about protecting the rights of his clients."
"I endorse this lawyer. Attorney Morana has helped several of my clients and friends in the area of wills and trusts. He is both caring and knowledgeable in his field. I do not hesitate to refer any of my clients to him. They have all reported back to me that they are thrilled with his legal services."
"I consider Attorney Morana to be a friend and esteemed colleague. In the time I have known him, Attorney Morana has exhibited an unparalleled expertise in the area of estate planning here in the Commonwealth of Massachusetts. His superior knowledge, outstanding professionalism and sincere compassion is what separates Attorney Morana from everyone else. For these reasons, and many more, I endorse this lawyer without exception."
"I have known Attorney Joseph Morana for more than 20 years. In all that time, in whatever endeavor he directs his energy, he has achieved superior results. Since Attorney Morana became a lawyer, I have without reservation, referred clients to Attorney Morana for their Estate Planning needs. I also consult with Attorney Morana for estate planning issues for which I am not equipped to handle, or just need clarification. The feedback from referrals is a resounding appreciation for the professionalism, knowledge, and attention to clients needs and concerns that Attorney Morana devotes to each matter. It is an honor to endorse Attorney Morana."
"Joe is a tremendous resource in the areas of Elder Law and Asset Protection Planning. He is meticulous and very detail oriented. I would recommend him highly."
"Attorney Morana is a practical, knowledgeable and passionate advocate with substantial experience. He clearly represents his clients with integrity, commitment, and legal acumen. I endorse attorney Morana with enthusiasm."
"I endorse this lawyer. Excellent in special needs planning, estate planning, elder law and probate. Honest, trustworthy and responsive. A true friend, gentleman, and family man as well."
"Joseph is an extremely knowledgeable and effective advocate for families particularly in the areas of special needs, estate planning and elder law. He is an active member of the legal community. He is well-respected, well-liked and a highly-regarded special needs and estate planner in the Melrose area."
"I endorse this lawyer."
"I endorse this lawyer."
"I endorse this lawyer."
"Attorney Morana’s disciplined and compassionate approach to problem solving and attention to detail is an invaluable asset to any client. What makes him stand out is his compassion for others. I recommend him without hesitation to anyone in the Melrose or metro Boston area in need of estate planning, special needs planning, probate or elder law services."
Estate planning lawyer
Divorce and separation lawyer
Real estate lawyer
Business lawyer
Divorce and separation lawyer
Criminal defense lawyer
Estate planning lawyer
Unknown lawyer
Unknown lawyer
Unknown lawyer
Unknown lawyer
Unknown lawyer
Experience
Honors
2017
Member, BBB
2012
Accredited VA Attorney, U.S. Department of Veterans Affairs
2000
Fellowship, The George Washington University
1994
Fellowship, Centeral European University
Work Experience
2009 - Present
Attorney, Morana Law Office
Associations
2017 - Present
National Academy of Elder Law AttorneysMember
2016 - Present
Massachusetts Guardianship AssociationMember
2016 - Present
Arc of MassachusettsMember
2015 - Present
Academy of Special Needs PlannersMember
2013 - Present
WealthCounselMember
2013 - Present
ElderCounselMember
2013 - Present
Merrimack Valley Estate Planning CouncilAttorney Member
2010 - Present
Massachusetts Bar AssociationMember
2010 - Present
American Bar AssociationMember
2010 - Present
Massachusetts Bar Association, Probate Law SectionMember
2002 - Present
The George Washington Alumni AssociationMember
Sample of Legal Cases
We won at appeal
Very satisfied clients with properly structured and funded Revocable Living Trust
We established a Medicaid Asset Protection Trust to protect her house/assets from Medicaid if she ends up in a nursing home. Also, the trust will protect her son's inheritance from all creditors. Bottom line: we SOLVED HER PROBLEMS.
Education
2008
JD - Juris Doctor
2002
MA - Masters
1996
MA - Masters
1992
BA - Bachelor of Arts
Speaking Engagements
2019
Turning 22
2017
2017
2017
Estate Planning & Asset Protection
2017
Special Needs Planning
2016
2016
Estate Planning for Parents of Minor Children
2015
2013
Elder Law
2012
Mass Health & VA Benefits
Publications
2020
2016
Languages
English
Activity
Legal Answers
Legal Answers
Can my sister change my mother's will, and keep al my parents assets?
26 Feb 2024
Can a surviving spouse remove a beneficiary from a trust without informing them?
17 Feb 2024
What happens to my mothers house if she passes away without a will?
13 Feb 2024