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.
Practice areas
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.
14 years, 160 cases
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.
14 years, 200 cases
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.
14 years, 80 cases
Languages spoken
English
State | Status | Acquired | Updated |
---|---|---|---|
MA | Active | 2008 | 09/15/2019 |
Legal answers | 2 |
Legal guides | 0 |
Title | Company name | Duration |
---|---|---|
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 |
Association name | Position name | Duration |
---|---|---|
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 |
School name | Degree | Graduated |
---|---|---|
Massachusetts School of Law at Andover | JD - Juris Doctor | 2007 |
University of California - Berkeley | BA - Bachelor of Arts | 2000 |
Conference name | Title | Date |
---|---|---|
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 |
Home and Money | Getting The Most Out Of Your Life Insurance Policy | 2010 |
Basics Of Estate Planning | Estate Planning & Asset Protection | 2010 |
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Stefan Cencarik, Estate planning Attorney on Dec 4, 2015
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.
Lisa Bruno, Estate planning Attorney on May 1, 2015
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.
Patrick Heffernan, Estate planning Attorney on May 10, 2013
Relationship: Fellow lawyer in community
I endorse this lawyer.
David Newton, Estate planning Attorney on May 7, 2013
Relationship: Fellow lawyer in community
I endorse this lawyer.
Nicholas Howie, Unknown Attorney on Apr 10, 2013
Relationship: Fellow lawyer in community
I endorse this lawyer.
Joseph Morana, Unknown Attorney on Apr 9, 2013
Relationship: Fellow lawyer in community
I endorse this lawyer.
Johanna Gatta, Estate planning Attorney on Jan 13, 2013
Relationship: Fellow lawyer in community
I endorse this lawyer.
Justin St.James, Estate planning Attorney on May 17, 2012
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.
Philip Mason, Estate planning Attorney on Mar 16, 2012
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.
Michael Goldstein, Estate planning Attorney on Mar 10, 2012
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.
Tiffany O'Connell, Estate planning Attorney on Feb 15, 2012
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!
Sean Keough, Estate planning Attorney on Feb 13, 2012
Relationship: Fellow lawyer in community
I endorse this lawyer.
Teresa La Vita, Estate planning Attorney on Feb 10, 2012
Relationship: Fellow lawyer in community
Atty. DiGregorio is a personable, dedicated attorney who provides exceptional estate planning services.
James Dunn, Estate planning Attorney on Feb 6, 2012
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.
Kathleen Reynolds, Financial markets and services Attorney on Mar 4, 2009
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.
Cash, Check