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Stephen J Spano

Elder law Attorney at Saugus, MA

5.0   1 review
  • Licensed for 29 years
    State MA
    Acquired 1993
    Status
    Active No misconduct found

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

About Stephen

Learn Stephen’s areas of practice.

3
Practice areas
  1. Elder law
    50%
    Elder Law is a comprehensive practice that encompasses a myriad of practice areas, including estate planning, elder protection, special needs, Medicaid (MassHealth), asset sheltering, nursing home & assisted living guidance, etc. We are Elder Law experts.

    30 years

  2. Estate planning
    45%
    Our estate planning is focused on probate avoidance, tax benefits, special needs planning, planning for blended families, education planning, planning for spendthrifts, life care planning and ensuring the ethical and financial values are passed to your family and those organizations you desire. We are experts in simple and complex trusts.

    30 years

  3. Litigation
    5%
    Guardianship, Conservatorship, Medicaid, MassHealth, Probate, will contest and elder abuse litigation is complex. Our firm has the expertise to manage complex litigation in the District, Probate, Superior and Appeals Courts.

    30 years

My mother suffered from Alzheimer's Disease.  When, she and my father sought out the advice of an attorney for their estate planning (before I became an attorney), that attorney was insensitive and did not take their financial situation and personal needs into consideration.  As a result, my parents failed to follow up, take action and create a plan.

 

I had earlier worked with two gerontologists who developed a system to allow people to age at home with dignity and independence.  That work inspired me to work to help others, like my mom and dad, to live with dignity and independence.  That simple system started by those town gerontologists (who were husband and wife) became the Lifeline System!

 

As a result of the experience of my mom and dad, I decided, while my mom was still in her early stages of dementia (Alzheimer's Disease is a form of dementia), to go to law school and become an elder law and estate planning attorney.

My Bachelor's degree in Psychology and empathy for those like my mom was a primary influence in my decision to help others.  I realized I would be able to combine my passion for those like my mom and dad with my Psychology education , experience in helping people live with dignity and independence as well as my Masters Degree in Business so that I would be able to offer sound financial and tax advice in addition to caring for the person, their family and their legal needs.

My dad took great care of my mom.  She passed away in January of 2002 after suffering many years with this terrible disease.  I have been privileged, along with my wife, who is also my law partner, to help thousands of others like my mom and dad.

Yes, we also plan for young families, families with young children, families with disabled children as well as those in the middle of their career, at retirement and beyond.  As a result of my business education and experience, we counsel businesses and help families pass their business to the next generation.  But I never forget it was my mom that not only brought me into this world, she inspired me to help others.

Contact Stephen

Similar lawyers nearby

Spano & Dawicki
605 Broadway, Suite 201
P. O. Box 1345
Saugus, MA, 01906

Reviews

5.0 / 5.0
  1 customer review
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Posted by Linnea | September 22, 2012
Excellent lawyer for Elder issues
Attorney Spano was extremely helpful with advice on my elderly parents and preparing their wills. He has particular expertise in elder affairs and resources. He even helped me with persuading them that they would ultimately be happy moving to an assisted living facility, and could recommend the best ones! I just did a post bereavement consultation with him, and he was again realistic and helpful.
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Cost

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Contact for Details

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Principal
  • Spano & Dawicki
  • 1900 - Present
  • Adjunct Professor of Law, LLM Program in Elder Law & EP
  • Western New England University School of Law
  • 2013 - 2015

Education

  • University of Massachusetts
  • BA - Bachelor of Arts
  • N/A
  • University of Massachusetts
  • BA - Bachelor of Arts
  • N/A
  • Northeastern University
  • MBA Masters Degree in Business Administration
  • N/A
  • New England School of Law
  • JD - Juris Doctor
  • N/A
View all education

Legal Cases

  • Morrison v. Commonwealth of Massachusetts
  • First child caregiver contract case to win against the state Medicaid agency, the Office of MassHealth, in Superior Court.

Associations

  • Stoneham Theater
  • Board of Directors
  • 2014 - Present
  • National Academy of Elder Law Attorneys
  • Member
  • N/A
  • Massachusetts Bar Association
  • Member
  • N/A
  • Life Care Planning Law Firms Association
  • Board of Directors, Past
  • N/A
  • Massachusetts Chapter of the National Academy of Elder Law Attorneys
  • Past President
  • N/A
  • National Elder Law Foundation
  • Board of Directors
  • N/A
  • Massachusetts Guardianship Association
  • Incorporator and Board of Directors - Past
  • N/A
  • Greater Lynn Senior Services
  • Vice-President & Board of Directors -Past
  • N/A
  • North Shore Hospice
  • Advisory Board for Planned Giving - Past
  • N/A
  • North Shore Alzheimer's Partnership
  • Founding Member
  • N/A
  • Massachusetts Chapter of the National Academy of Elder Law Attorneys
  • Board of Directors
  • N/A
  • National Elder Law Foundation
  • Past President
  • N/A
  • Boston Estate Planning Council
  • Member
  • N/A
  • The Community Family
  • Board of Directors, Past Treasurer
  • N/A
  • Greater Medford Visiting Nurses Association
  • Board of Directors, Past
  • N/A
  • Life Care Planning Law Firms Association
  • Past President
  • N/A
View all associations

Languages Spoken

  • English
  • Italian
  • Greek
  • Spanish
  • Portuguese
View all languages

Honors and Awards

  • Super Lawyer
  • SuperLawyers
  • 2015
  • Super Lawyer
  • SuperLawyers
  • 2014
  • SuperLawyer
  • SuperLawyers
  • 2013
  • Super Lawyer
  • Super Lawyers
  • 2012
  • Super Lawyer
  • SuperLawyers
  • 2011
  • Super Lawyer
  • SuperLawyers
  • 2010
  • Super Lawyer
  • SuperLawyers
  • 2009
  • Super Lawyer
  • Super Lawyers
  • 2008
  • Partner of the Year Award
  • Mystic Valley Elder Services
  • N/A
  • Board Certified Elder Law Attorney
  • National Elder Law Foundation
  • N/A
  • Super Lawyer
  • Super Lawyers
  • N/A
  • Preeminent (AV) Highest Possible Rating
  • Martindal Hubbell AV Rated
  • N/A
View all awards

Publications

  • NAELA Advanced Institute
  • Elder Divorce as an Estate Planning Tool
  • 2009

Speaking Engagements

  • National Academy of Elder Law Attorneys 2013 Annual Conference
  • Basics of Medicaid for Elder Law Attorneys
  • 2013
  • Extensive Speaking Engagements Presented Annually to Professionals and the Public
  • Elder Law, Estate Planning, Probate, Tax, Guardianship, Life Care, Medicaid, MassHealth, Asset Sheltering, Asset Protection, Nursing Home Matters, Assisted Living, Congregate Housing, Veteran's Benefits, Guardianship, Conservatorships, Financial Planning
  • N/A
  • National Academy of Elder Law Attorneys Annual Conference
  • To Marry or Not to Marry (ReMarry)
  • N/A
  • National Advanced Elder Law Review Course In Washington DC
  • Health & Care Planning, Pre-Mortem Legal Planning, Fiduciary Representation, Legal Capacity Counseling, Benefits Advice, Special Needs, Insurance Counseling, Employment & Retirement Counseling, Housing Counseling, Litigation & Administrative Advocacy
  • N/A
  • Elder Law Basics Program for Attorneys Presented at Suffolk University School of Law Advanced Elder Law Institute
  • Suffolk University School of Law Advanced Elder Law Institute Elder Law Practice Areas for Attorneys Entering the Field of Elder law
  • N/A
View all speaking engagements

Attorney endorsements

Received (8)
Given (24)
Endorse Stephen
Litigation Attorney | Jul 11
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Elder law Attorney | Oct 05
Relationship: Fellow lawyer in community
"I endorse Attorney Spano. He has extensive experience with elder law and estate planning matters. He has instructed other lawyers on how to best serve our clients. I attended his class on how to review long term care insurance policies and advise clients on how to coordinate their benefits and coverage for long term care with other programs, including Medicaid."
Elder law Attorney | Jun 07
Relationship: Fellow lawyer in community
"I endorse this lawyer highly. Stephen is a well regarded elder law and special needs attorney. He is one of 17 nationally certified elder law attorneys in Massachusetts. As past president of both the Massachusetts chapter of the National Academy of Elder Law Attorneys and the National Elder Law Foundation, he is widely respected in the elder law community."
Elder law Attorney | Dec 29
Relationship: Fellow lawyer in community
"I endorse this lawyer. Steve would work very hard for you. he is verfy organized. he has special talents. you would enjoy working with him."
Elder law Attorney | Apr 24
Relationship: Fellow lawyer in community
"I endorse this lawyer. I have served with Stephen on a National board for elder law attorneys when he served as the President. He is a national leader and highly revered by elder law attorneys throughout the country."
Elder law Attorney | Feb 29
Relationship: Other
"Stephen is a nationally renowned expert in the field of elder law who has been generous with his time in providing substantive education to his peers to enhance the representation of clients in this delicate area of practice. On a personal level, he deals with others with extreme competence and compassion. He is an asset to any potential client."
Elder law Attorney | Jun 24
Relationship: Fellow lawyer in community
"I endorse this lawyer. He is a nationally respected expert in his field, and I always value his advice and insights. He is quick to analyze a problem and to offer solutions that are both practical and effective."
Elder law Attorney | Jan 20
Relationship: Worked together on matter
"Stephen is incredibly bright, extremely hard working and very detail-oriented. He has a national reputation and presence, and his clients are lucky to have him as a local resource."
View more endorsements