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Stephen T. DiGregorio

Elder law Attorney at Lynnfield, MA

5.0   10 reviews

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About Stephen

Learn Stephen’s areas of practice.

3
Practice areas
  1. Elder law
    35%
    I educate my clients on the various types of long term care available to their loved ones, and then advise them on how to pay for them. Often this involves an in-depth analysis of their situation to determine how to best take advantage of programs that may be available to pay for long term care.

    15 years, 160 cases

  2. Estate planning
    35%
    Wills, Trusts, Durable Powers of Attorney, Health Care Proxies, HIPAA Authorizations, Living Wills, Real Estate deeds to transfer client homes into their trust, Homestead Declarations. Advice on how to minimize estate tax, gift tax, and income tax, specifically capital gains tax.

    15 years, 200 cases

  3. Probate
    30%
    Probate is a process in which someone is appointed by the court to act as Personal Representative (PR) of the estate (formerly known as the Executor). The PR's job is to gather assets, open an estate account, obtain a tax EIN# for the estate, pay creditors, and distribute assets to heirs. Probate may or may not involve a Will. There are various types of probate: Formal, Informal, Supervised, Unsupervised, and Voluntary Administration. There are many rules to know and forms to be filed.

    15 years, 80 cases

Protecting Your Assets, LLC was founded by Attorney Stephen T. DiGregorio to help you protect the things that matter most to you: your family, your home, your money and other personal property, and your future health needs. We are a boutique firm providing estate planning, elder law, and asset protection legal services that will allow you to avoid probate, shield your assets from potential creditors, and bring peace of mind to your entire family.

We pride ourselves on giving attentive service to every client. Your telephone calls and emails are promptly returned - call us today and ask about our Guarantee. Upon request, we can arrange evening or weekend appointments, and we can make arrangements to come to your home or workplace if you are unable to visit our Lynnfield office.

Mr. DiGregorio is a participating attorney in the AARP Legal Services Network.

 

On a personal note, he is happily married and lives in Peabody with his wife and two children.

Photos and videos

Licensed for 14 years
State MA
Status Active
Acquired 2008
Updated 09/15/2019

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

Contact Stephen

Protecting Your Assets, LLC
220 Broadway
Suite 404
Lynnfield, MA, 01940

Reviews

5.0 / 5.0
  10 customer reviews
5 Star
 
100%
4 Star
 
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3 Star
 
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1 Star
 
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Posted by Louis | October 19, 2016
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Knowledgeable , friendly and helpful
I met with Stephen to discuss estate planning and the options available to my family. He was very thorough and answered all my questions and gave thoughtful insight on each option. Its nice to see a lawyer that has interest in your case and a "care factor" and not just about money. Highly recommended !
Posted by Heather | February 11, 2016
This review is from a potential client who consulted with this attorney.
| Consulted Attorney
Very knowledgeable. Very helpful,
Stephen has been an amazing resource. He really helped me find some clarity in the midst of such complicated chaos. He offered me the kind of information, insight and guidance I needed but did not know where to find. Now my husband and I have what we need to divise a plan to care for my mother and her assets. I will definitely be consulting him again if I need more assistance. I would recommend him to anyone.
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Posted by Paul | December 1, 2015
This review is from a person who hired this attorney.
| Hired Attorney
Wills and trusts simplified
Thanks for all your advice. You certainly have found a way to make the whole process bearable and smooth flowing. We had pondered over the process for years because we were led to believe that the experience was mind boggling and complicated. We are glad to have met you. You did a great job explaining our options and guiding us through the process. We would highly recommend you. Thanks
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Posted by Mary Ann | June 3, 2015
Estate documents for seniors
We met Stephen when he gave a 2 night presentation at our senior center on Estate Planning. I was very impressed with how patient he was and answered even the most basic questions with respect. My husband is disabled and the financial responsibilities have recently become mine. I explained this to Stephen and let him know that I was feeling overwhelmed and very lacking in knowledge regarding this entire process. Prior to this, I had called several firms to ask about a consultation and prices for the specific documents I needed to be done. Each charged a fee for a consultation of $350 or more which could be applied to the final bill. The only problem was their vague response to my request for an estimation of a total bill even when I was specific on what I thought would have to be done. After the final meeting at the senior center, I was convinced Stephen's patience, professionalism and ability to make me feel like I had an advocate to complete what I should do to prepare for the future made him. the person I should hire. His directness in saying there was no consultation fee and the approximate fee he was willing to quote confirmed that we were a good match. I went for the consultation which was relaxing and not rushed. He made me feel as though I was not facing this task alone, explained the components I should consider to be covered and made an experience I had dreaded for years a pleasant one. Later, I returned with my husband for document signing. Within a few weeks the process was completed, and I was feeling a major sense of relief to have this behind me. I would highly recommend him to any one needing these services.
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Posted by anonymous | May 19, 2015
Knowledgeable, Patient and Kind: Protecting Your Assets LLC
My mother is in the process of starting a non-profit venture with a friend of hers, and needed legal advice on how to structure things, and how to account for future growth. I referred her to Stephen DiGregorio, as I know he has a tremendous amount of knowledge in the area of asset protection. Steve met with both of them for about an hour and a half and answered their various questions. They had lots of questions about how to protect their personal assets, and how to best structure things for tax purposes. Afterward, my mother was blown away by not only the knowledge he possesses in his field, but by his patience and the time he spent with her in order to understand her goals and concerns. I HIGHLY recommend Stephen DiGregorio if you're looking for an attorney who is knowledgeable, patient, and down to earth.
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Posted by Teri | May 6, 2015
There is no better Estate Attorney
Attorney DiGregorio is none other than the ultimate professional. Extremely trustworthy, reliable and caring in all that he does for his clients.
Posted by Deb | May 1, 2015
Great Attorney
I highly recommend Steve as an attorney. I needed to become Executor of my husbands estate rather swiftly , due to the fact that I was applying for a loan modification on my home. Steve was recommended to me by another mutual attorney friend, and he far surpassed my expectations. He managed to get me an appointment rather quickly, performed the work required and had the paperwork I needed sooner than I thought possible. I am very grateful for his speedy and professional work.
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Posted by Sarah | August 6, 2014
Trustworthy, Reliable, and Patient
Stephen counseled me and prepared all documents for my Estate Planning. He took the time to understand my wishes and ask questions that made me think very clearly about the big picture. He made the process very easy and understandable.
Posted by James | February 13, 2012
Great Lawyer to Work With
Working with Stephen DiGregorio to create both a personal family trust to house my personal assets and a business trust to house my business assets was a pleasure and a great learning experience. Stephen was knowledgeable, responsive and considerate throughout the entire process. I am the type of person who likes to understand the details of all aspects of any new endeavor I take on. Going into this process I knew some of the benefits of having trusts setup but certainly did not know all of them and did not know the intricacies of how they would work with things such as a will, power of attorney and health care proxies. Stephen spent many hours getting to know me and determining the best approach given my circumstances. Once a plan was established he was very patient as I asked countless questions and gave me the time necessary to answer those questions and be sure that I understood. Stephen even went out of his way to make the final meeting to sign all the documents convenient for me given the difficulty of getting all the required parties together at the signing. Having completed this process with Stephen, I am now in a position where I feel confident that I have structure both my personal and business assets in a way that they are protected and available to my beneficiaries in the most efficient manner when the time comes for them to be distributed.
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Posted by anonymous | March 3, 2009
Recommendation for Mr. Stephen T. DiGregorio
Mr. DiGregorio is representing me in a law suit that involves a tenant-landlord case involving negligence on the part of the landlord. Mr. DiGregorio has been absolutely fantastic with the effort he has put forth. There is an old saying "knowledge is power!" ; and the knowledge Mr. DiGregorio has in the area of law provides the client with the power he/she needs in the court room. Without a doubt, I highly recommend Mr. Stephen T. DiGregorio as a lawyer. He is among the VERY, VERY BEST!!
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Cost

Rates
  • Hourly Rates $ 295-295 per hour
  • Retainer Sometimes
Payment methods
Cash, Check

Resume

AVVO RATING 9.9 (Superb)

Work Experience

  • Founder, Manager, Attorney
  • Protecting Your Assets, LLC
  • 2008 - Present
  • Paralegal
  • Law Offices of Peter T. Marano
  • 2007 - 2008
  • Judicial Intern/Clerk
  • Lawrence District Court
  • 2007 - 2007

Education

  • Massachusetts School of Law at Andover
  • JD - Juris Doctor
  • 2007
  • University of California - Berkeley
  • BA - Bachelor of Arts
  • 2000

Associations

  • North Shore Business Association
  • Member
  • 2013 - Present
  • Senior Services Resource Council
  • Member
  • 2011 - Present
  • Business Networking International
  • Membership Committee
  • 2009 - Present
  • Massachusetts Bar Association
  • Member
  • 2008 - Present
  • Essex County Bar Association
  • Member
  • 2008 - Present
  • Boston Bar Association
  • Member
  • 2008 - Present
  • Massachusetts Continuing Legal Education
  • Sponsor
  • 2008 - Present
  • New England 500
  • Member
  • 2016 - 2018
  • Young Lawyer Division, Essex County Bar Association
  • Board Member
  • 2012 - 2015
  • Lynn Community Elder Services
  • President, Board of Directors
  • 2011 - 2014
  • Essex County Estate Planning Council
  • Board Member
  • 2010 - 2011
View all associations

Languages Spoken

  • English

Speaking Engagements

  • 2016 Elder Law Education Program
  • MassHealth
  • 2016
  • Spring Enrichment Series
  • Estate Planning and Elder Law
  • 2016
  • Beverly BNI Featured Speaker
  • Family Dynamics in the Context of Estate Planning
  • 2016
  • Monthly educational event
  • Asset Protection strategies for real estate
  • 2016
  • Strategies to Protect and Maximize Your Estate
  • Estate Planning and Elder Law
  • 2015
  • Senior Resource Fair
  • Estate Planning and Elder Law
  • 2015
  • Basics of Estate Planning
  • Wills, Trusts, Probate
  • 2015
  • Strategies to Protect and Maximize Your Estate
  • Estate Planning and Elder Law
  • 2015
  • Protecting Your Assets
  • Protection from probate, nursing home expenses, lawsuits, bankruptcy, divorce, taxes
  • 2015
  • Business Networking International
  • Anatomy of a Will
  • 2015
  • Strategies to Protect and Maximize Your Estate
  • Estate Planning and Long Term Care Planning
  • 2014
  • 2014 Elder Law Education Program
  • Elder Law
  • 2014
  • Strategies to Protect and Maximize Your Estate
  • Estate Planning & Asset Protection
  • 2013
  • Briarcliff Lodge Open House
  • Principles of Estate Planning
  • 2013
  • Beverly Council on Aging
  • Estate Planning & Asset Protection
  • 2013
  • Basics of Estate Planning
  • Estate Planning and Asset Protection
  • 2012
  • Protecting Your Assets
  • Asset Protection Strategies
  • 2012
  • Basics of Estate Planning
  • Estate Planning & Asset Protection
  • 2011
View all speaking engagements

Attorney endorsements

Received (15)
Given (12)
Endorse Stephen
Estate planning Attorney | Dec 04
Relationship: Fellow lawyer in community
"I have known and worked with Stephen for two years. I think what separates him from his attorneys peers is his ability to be responsive and understanding of his client's needs. He takes a genuine interest in his clients' concerns and objectives, and prides himself on being efficient in responding to clients. I would not hesitate to recommend him to any of my clients."
Estate planning Attorney | May 01
Relationship: Fellow lawyer in community
"I endorse this lawyer and without hesitation would refer those in need of estate planning to Stephen. He is thoughtful, professional and always bears his clients' needs when advising them."
Estate planning Attorney | May 10
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | May 07
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Unknown Attorney | Apr 10
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Unknown Attorney | Apr 09
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Jan 13
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | May 17
Relationship: Fellow lawyer in community
"I am fortunate to have studied law with Steve, and even more fortunate that a friendship has grown from our law school days. One feels confident in discussing the law with him. Steve carefully thinks about the issues of the question(s) presented before him, and his friendly, open approach creates a learning experience for the inquirer. One of Steve’s best qualities is his natural curiosity; which helps him to constantly improve himself as an attorney in order to better serve his clients. Steve has all of the good traits one should look for in an attorney: Dependable, honest, likeable, smart, and a winner. It is a pleasure to know him."
Estate planning Attorney | Mar 16
Relationship: Fellow lawyer in community
"Attorney Stephen T. DiGregorio is a practical, knowledgeable, and articulate advocate with substantial legal experience in. He is outstanding in the areas of estate planning, probate and elder law. More to the point, he represents his clients with commitment, and professional acumen. I endorse attorney DiGregorio with genuine enthusiasm."
Estate planning Attorney | Mar 10
Relationship: Fellow lawyer in community
"I endorse this lawyer. If you are in need of estate planning in the North Shore area of Boston, I recommend you contact Steven."
Estate planning Attorney | Feb 15
Relationship: Worked together on matter
"It is my pleasure to endorse Attorney DiGregorio. I have had the opportunity of getting to know Steve over the last few years and have had the pleasure of working with him on mutual client matters. I found him to be very competent, responsive and considerate of his clients' needs. I look forward to the opportunity of working with him again!"
Estate planning Attorney | Feb 13
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Feb 10
Relationship: Fellow lawyer in community
"Atty. DiGregorio is a personable, dedicated attorney who provides exceptional estate planning services."
Estate planning Attorney | Feb 06
Relationship: Fellow lawyer in community
"Attorney DiGregorio is an outstanding lawyer who thoroughly enjoys working hard to provide estate planning, elder law, and asset protection legal services to his clients. I have referred clients to Stephen, and will continue to do so, because of his expertise and professionalism."
Financial markets and services Attorney | Mar 04
Relationship: Fellow lawyer in community
"I met Stephen in law school. He was a dedicated and passionate learner, and likely brings those characteristics to his practice."
View more endorsements
Bankruptcy and debt
Criminal defense
Estate planning
Divorce and separation
Chapter 7 bankruptcy
Estate planning
Criminal defense
Lynnfield Elder law Lawyer Stephen T. DiGregorio
Stephen T. DiGregorio
Elder law Attorney
Lynnfield, MA
Licensed for 14 years