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I am an estate planning attorney, working with clients at all stages of their lives - from young families to elders - educating and advising them about the legal documents that are appropriate to their situation and will achieve their goals. I enjoy helping clients create a plan that is right for them now, and working with them to change and adapt their plan as necessary as time goes on and circumstances change.
Working with my clients' other advisers is an important part of creating an effective estate plan, and helps ensure all tax and financial issues that bear on a client's plan are properly addressed.
I also assist clients in settling estates after the death of a family member, including assisting with the administration of trusts and the preparation of estate tax returns.
Our firm has been assisting clients with estate planning and related matters for over 20 years. We work to create and maintain long-term relationships with our clients. We also help clients connect to other professionals that can assist them.
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|Partner||Samuel, Sayward & Baler LLC||2005 - Present|
|Associate||Samuel & Associates||1991 - 2005|
|Association name||Position name||Duration|
|National Academy of Elder Law Attorneys (Massachusetts Chapter)||Board of Directors||2009 - Present|
|National Academy of Elder Law Attorneys - National Organization and Massachusetts Chapter||Member||2001 - Present|
|Bar Association of Norfolk County||Member||N/A|
|Massachusetts Bar Association||Member||N/A|
|Massachusetts Forum of Estate Planning Attorneys||Member||N/A|
|Norfolk-Plymouth Estate Planing Council||Member||N/A|
|Web||Five Things to Discuss With Your Elderly Parents||2016|
|Web||Five Ways Governor's Proposed Budget Will Impact Senior Homeowners||2016|
|Web||Five Reasons To Update Your "I Love You" Will||2016|
|Web||Happy Anniversary to the Federal Estate Tax||2016|
|Web||Proposed Expansion of Medicaid Estate Recovery||2016|
|Web||Health Care Proxies and Hospitalizations||2016|
|Web||Five Reasons To Call Your Estate Planning Attorney||2015|
|Web||Off to College - Hopefully with a 529 Plan!||2015|
|Web||Consider the Impact of an Inheritance||2015|
|Web||Planning to Protect Your Family From the Unexpected||2015|
|Web||Five Reasons to Examine Your Power of Attorney||2015|
|Web||Five Facts About Prenuptial Agreements||2015|
|Web||Five Things You Should Know About Family Mediation||2015|
|Web||Five Things You Should Know About Gifting||2015|
|Web||Five Things You Should Know About Estate Planning||2014|
|Franklin and Marshall College||Political Science||BA - Bachelor of Arts||1983|