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Patricia M. Shumaker

Elder law Attorney at Norwell, MA

5.0   18 reviews

Licensed for 22 years

Free consultation

About Patricia

Learn Patricia’s areas of practice.

Patricia M. Shumaker practices primarily in the areas of complex estate planning, trust and estate administration, elder law, and long-term care planning. Ms. Shumaker provides comprehensive planning for the costs of long-term care including the application and appeal for Medicaid benefits. Ms. Shumaker is a cum laude graduate of the University of South Carolina School of Law where she was the articles editor for the ABA Real Property, Trust & Estate Journal and was named to the Order of the Coif.  She is an undergraduate of the University of Massachusetts in Amherst.

  

Areas of Practice

·         Estate Planning

·         Trust and Estate Administration

·         Elder Law and Long-term Care Planning

Bar Admissions

·         Massachusetts

·         North Carolina

·         South Carolina

Education

·         University of South Carolina School of Law, Columbia, SC, J.D. cum laude

·         Law Journal: ABA Real Property, Trust & Estate Journal, Articles Editor

·         Moot Court Bar, Competition Team Member

·         President of Women in Law Organization

·         University of Massachusetts, Amherst, Massachusetts

Honors and Awards

·         CALI Award in Professional Responsibility , 1999 – 2000

·         Karen Lee Scholarship Award, 1998 – 1999

·         Order of the Coif

Professional Associations and Memberships

·         Massachusetts Bar Association (MBA), Member

·         Nat. Academy of Elder Law Attorneys (NAELA) and (MANAELA), Member

·         Boston Estate Planning Council (BEPC), Member

 

·         Trusts and Estates Consortium

Licensed for 22 years
State MA
Status Active
Acquired 2009
Updated 09/19/2022
State SC
Status Suspended - Administrative
Acquired 2001
Updated 11/23/2022
State NC
Status Inactive
Acquired 2000
Updated 10/03/2022

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

Contact Patricia

PYWL, PC
5 Assinippi Ave
Front Door
Norwell, MA, 02061-2515
PYWL, PC
20 Woodward Street
Newton, MA, 02461
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Reviews

5.0 / 5.0
  18 customer reviews
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Posted by Susan | August 23, 2022
This review is from a person who hired this attorney.
| Hired Attorney
Susan Lyons
After attending seminars for quite awhile, I decided, over 4 years ago, to shop for an Estate Planning and Elder Law Attorney. A friend recommended Attorney Shumaker. When I called her, she offered me a free consultation. The moment I met her, I was struck by her knowledge and also her kindness and patience. I knew she was the attorney that I should chose to help me navigate the world of estate planning and guide me through many difficult decisions. It has been a pleasure to work with Attorney Shumaker over these last 4 years. She is a gifted attorney. Her knowledge of the complex field of Elder Law and Estate Planning is impressive. But she is always able to break down the complexity in an easy understandable way. In addition, she is quick to respond to any question I have, she gives me confidence and peace of mind. She is always calm. I am very thankful I have Patricia Shumaker as my attorney and I envision our relationship to continue through the many years ahead.
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Posted by Ken Sr. | July 5, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Unquestionably the best!
After a previous attempt by another legal firm to create our estate plan, with very little satisfaction and completion, we heard about Mrs. Shumaker and her firm. We decided to proceed with her to formulate a current and complete estate plan. In addition to just the estate plan she went above and beyond to organize our finances accordingly with just the results we were hoping for. Her ability to explain all of our issues in understanding terms was invaluable to us. Our experience with Mrs. Shumaker has been absolutely fantastic and we would highly recommend her to anyone seeking estate planning.
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Posted by Denise | October 8, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Very Positive Experience
My husband and I met with Tricia to create an estate plan. She explained everything to us with great detail and in terms we could understand. It was a lot to absorb for us but she guided us through every detail and we were given clear instructions on what we needed to do to get everything in order. We were then given copies of all our documents with instructions to read through them. We meet in 1 year to review our plan and follow up with any changes needed. She was wonderful to work with and made us feel very at ease throughout the process.
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Posted by Barbara | April 4, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Top Notch
Attorney Shumaker Is clearly well versed in Elder Law and a very responsive caring and concerned attorney for her clients and their caregivers well being. We are very pleased to be working with attorney Shumaker collaboratively . She is a welcomed relief for our mutual clients and the staff at Answers for Elders. It is a pleasure working with this expert in the field of Elder Law, Attorney Shumakwr is compassionate, a great listener, advisor and advocate for clients . We highly recommend her. She is passionately committed to finding the best possible fiscally responsible plan for her clients and to providing the highest level of quality service in the industry. President & Owner Answers for Elders, LLC
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Posted by Janet and Anthony | July 27, 2016
This review is from a person who hired this attorney.
| Hired Attorney
THE BEST OF THE BEST!
We had recently moved from New York to the state of Massachusetts and learned through our CPA that our Will and Health Care Proxy was no longer valid here in this state. He highly recommended that we set up an appointment to meet with Patricia in handling our estate planning. In meeting with her, we found Patricia to very professional and extremely knowledgeable. Compared to New York, we were unaware of the many different estate planning laws here in the state of Massachusetts. Patricia was very patient and thorough in explaining detail in every issue and answered all of our many questions and concerns. She took the time to fully understand our needs in planning our estate. She was also very kind, genuinely caring, and trustworthy and made us feel very comfortable in knowing that we made the right decision in retaining her as our attorney. She guided us through the process from start to finish and in doing so, we developed a wonderful working relationship. Without a doubt, we highly recommend Patricia for your estate planning needs.
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Posted by Peter | November 13, 2015
This review is from a person who hired this attorney.
| Hired Attorney
ABSOLUTELY THE BEST!
Patricia is a very knowledgeable, thorough, patient and pleasant attorney! She created and completed my entire estate planning. With all the complicated legal terms and situations, she explained in detail every issue and answered all my questions so that I could understand. She provides examples when there are various options - which make my decisions easier. She always follows up with any questions and is extremely helpful to ensure that we (as clients) understand fully. Patricia is also very caring, takes great interest in her professional work and yet is down to earth. There are so many laws relating to estate planning and Patricia is always up to date with the latest rules and regulations. I am so grateful and thankful for Patricia's professional guidance, patience and her time in developing my estate planning and reviewing every year for any updates, changes, etc... that may be needed to make in any of the numerous documents. Although I may be one of her younger clients, I have peace of mind that my legal affairs and estate planning have been completed. You are never too young to have these important documents done. I consider Patricia as my "legal guardian angel" now! Patricia is truly an outstanding, knowledgeable and professional attorney! I strongly recommend her to all!
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Posted by Thomas and Rita Damigella | November 11, 2015
This review is from a person who hired this attorney.
| Hired Attorney
Highly recommended
Patricia was very thorough and patient when reviewing our estate planning situation. She was thoughtful and very caring in her approach and made understanding what was needed and why regarding how our estate should be set up.
Posted by Rose | August 29, 2015
This review is from a person who hired this attorney.
| Hired Attorney
Kind, helpful and caring attorney
She is an excellent elder law attorney and genuinely cares about feelings and concerns for my elderly parents' needs. My case is very complicated but she has the expertise to handle all the complications. She is always there to answer questions and does not charge extra to do so and did not even charge for the long initial consultation. I checked into other attorneys but I'm glad I chose this one. I would highly recommend her to anyone who wants an attorney that is caring and knowledgeable.
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Posted by Judy | August 19, 2015
This review is from a person who hired this attorney.
| Hired Attorney
Warm and hugely helpful assistance!
Attorney Patricia Shumaker has been enormously helpful to our family. Ms. Shumaker has a wonderful ability to demystify a complex area of law and finances. Warm and accessible, she helped our 93 year-old mother and my siblings and me to understand the range of options we had that could help her stay at home despite her growing need for care. As things have evolved, she’s listened, she’s cared, and she has provided expert guidance for each subsequent decision, getting back to us immediately with very thorough and clear information and a roadmap for action. We have all told friends with aging parents about Tricia and the help we have received, and will continue to do so!
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Posted by Paul | August 15, 2015
This review is from a person who hired this attorney.
| Hired Attorney
Knowledge, dedication , trust
I initially went to PYWL after attending one of the seminars to develop and estate plan for my wife and I. After meeting with Patricia, I realized my mother also needed and updated will, as well as health care proxy, and P.O.A. I brought my mother to see Patricia and she could not have been more kind and understanding in dealing with my mother, who at the time was suffering from memory loss. After getting her estate plan in place, my mother's condition worsened, slow at first, then more rapidly. I met with Patricia again at she developed a plan of action for me to follow. With her guidance, I was able to get my mother into a nursing home, and get her the financial assistance she needed. Unfortunately, my mother passed away this year. Patricia was there for me once again, as I had questions about various matters regarding her death. Patricia's intricate knowledge of elder care law is amazing. She guided me through every step of the process. Every time I called the office, Tricia either answered the telephone herself of called me back that day. She is truly dedicated to serving her clients. Tricia and I never knew each other before this and I feel as though I can trust her implicitly and have made a new friend. I can't recommend her highly enough! Paul
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Posted by Kyle D. Smith, Esq. | July 22, 2015
Trusted Referral Attorney
Estate planning is natural extension of real estate law but a field in which our firm does not practice. Regularly, questions arise in the representation of a client that require the skillful eye of an estate planning attorney and in other instances, very simply, our clients have not contemplated and therefore have not thoroughly prepared for THE issue that no one wants to think about. In these instances, our firm always recommends Atty. Shumaker because very importantly, we know that when we hand over our clients to her, they will be well cared for as she is skilled, knowledgeable and thorough in her analysis.
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Posted by Andrew | May 18, 2015
Fantastic Experience
I've worked with a number of attorneys during my career, and Attorney Shumaker separates herself from her peers, not only with her expertise, but with her warm personability. Her clients are treated as extended family, with her goal being to bring to fruition their anticipated expectations. Because each clients needs are specific to their individual situation, Attorney Shumaker takes the needed time to fully understand the situation/dynamics of each of her clients, befor presenting them with her legal solutions. She had exceeded my expectations, and because of this, I recommend her services to my own clients, as well as family.
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Posted by Chet | May 13, 2015
First rate legal advice with a genuinely caring personal approach
My Mother has been a client of Tricia's for 5 years now, and I have had the privilege of working with Tricia as my Mom's needs have evolved over that time. I cannot say enough about the personal investment of time and energy that Tricia offered to my Mom and my family throughout this process. I used to think of an estate plan as something you put in place and left on the shelf until after you pass. Tricia helps you see that the real challenges can come when the client is still alive but aging, and you have to figure out how to make the money last. In the last year, my Mom's memory has been failing, and she had to move out of her home to Assisted Living. It is a difficult transition for anyone, and especially so for an independent woman like my Mom. Stressful family dynamics can make a difficult situation even more complex. Certainly in my case, the family dynamics became a huge issue. Tricia stayed crystal clear that my Mother is the client; discussions remained focused on her needs and were always respectful of Mom's right to self-determination. Tricia took the time to understand how my mother expresses herself, especially when faced with another difficult family member. Tricia extended incredible patience to all family members, helping them to know that they are heard. Most importantly, Tricia treats my Mom with incredible care and genuine concern, helping to guide her through the decisions she faces, and anticipating the complications that may still lie ahead. Tricia brings the excellent, very knowledgeable legal counsel you would want when making estate plans for yourself or your loved ones. But Tricia also goes far above and beyond in truly getting to know the family and your needs, and in offering creative options when you need them most. She is well connected with other experts whom she can tap into as needed. Tricia's practice honestly seems to be a labor of love.
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Posted by Ken | April 11, 2015
An Angel
Patricia has been my angel! For so many years, my husbands health problems kept me from attempting to solve our finantial problems. She came into my life just in time, and I now feel secure in this respect. I am very grateful for her kindness and efficiency in working for me. If I have future conserns I feel very confident that she will help me. The above was written by my mother Ruth. I would like to add to her comments. Patricia is not only knowledgable but she is also very kind and understanding. She is more than willing to explain things in a very slow and easy manner. No matter how many times a question is asked she has always answered. My mother and I are both highly recommend Patricia and her staff.
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Posted by Ed | March 31, 2015
As Promised - We will become good friends!
I was already a Client of PYWL working with their Financial Experts. While meeting with one I mentioned that I took care of my (2) 91 year old parents and my Father was in need of a Nursing home as my Mother could not care for him any longer. He suggested I talk to Patricia and I scheduled an initial consultation with her and we spoke for over an hour. I brought my parents finances with me and she told me her plan would be to redirect my Father's Income in his name to my Mother so that she could continue to live in their apartment which was right up the street from the Nursing Home that my Father was in now so she could continue to visit her husband of 67 years. Trisha told me it would be a long hard journey for both of us, but we would become good friends as we pursued a common goal. She was right! Her abilities as an Elder Law Lawyer, her personality along with being a genuinely kind person were the perfect match. She has assembled an amazing team and everyone was working towards the same goal as I came to see her for. She succeeded and my Mother has been able to stay in her Apartment. Wouldn't Hesitate to Recommend Trisha and her Team to anyone I talk to.
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Posted by Costa | March 24, 2015
Thorough and thoughtful
I'm thankful for Patricia's guidance, care, patience, and time while helping fulfill my father’s wishes on record. Additionally, her thoughtful understanding and evaluation of our family’s situation and wishes to care for him in any transition that we make were impeccable. She was thorough and analytical towards options that would best meet all our needs. (Processes covered included: Health Care Proxy, Power of Attorney, and Estate Planning)
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Posted by Kristen | March 20, 2015
An amazing experience
I found PYWL and Tricia Shumaker through a friend who spoke very highly of her. I had recently become Power of Attorney and Health Care Proxy for an elderly widow and was completely unfamiliar with how to best manage her estate. Tricia was patient, professional, knowledgeable, kind and responsive to every question and every need that arose. She took the time to explain in great detail the ins and outs of proper estate planning, and it was clear that she wasn't simply concerned with the financial piece. She is completely tuned into her clients wishes and needs. I cannot say enough positive things about our experience. Tricia made the whole process so comfortable and easy and kept me informed every step of the way. I would highly recommend her and the entire PYWL team to anyone in need of estate planning or elder care legal services. I couldn't imagine a better experience.
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Posted by Janice | January 6, 2015
Empathetic, knowledgeable advice and counsel
I came to PYWL and Tricia because my mom's condo had been placed into the wrong type of trust when it was purchased. I wish that I had known about her sooner, she was so helpful and efficient. She even came to the house to make it easier for my mom, who is 89, to sign everything. I recently had to pay another visit to her as some circumstances have changed and was given the same caring and well informed treatment. I am confident that following her counsel is my best course of action and we are proceeding as such. Caring for an elderly parent is taxing and stressful, financially and emotionally. Tricia is adept at helping to reach the proper conclusions while being supportive and pleasant. She is wonderful to deal with and I highly recommend her services.
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Cost

Rates
  • Free Consultation 120 minutes

Resume

AVVO RATING 7.2 (Very Good)

Work Experience

  • Partner
  • PYWL, P.C.
  • 2010 - Present
  • Trust, Estate and Elder Law Attorney
  • Seegel Lipshutz & Wilchins LLP
  • 2009 - 2010
  • Trust and Estates Attorney
  • Moore & Van Allen PLLC
  • 2000 - 2003

Education

  • University of South Carolina School of Law
  • JD - Juris Doctor
  • 2000
  • University of Massachusetts, Amherst
  • BA
  • 1992

Associations

  • Massachusetts Bar Association
  • Member
  • 2009 - Present
  • National Academy of Elder Law Attorneys
  • Member
  • 2009 - Present
  • National Academy of Elder Law Attorneys (Massachusetts chapter)
  • Member
  • 2009 - Present
  • Boston Estate Planning Council
  • Member
  • 2009 - Present
View all associations

Languages Spoken

  • English

Awards

  • Five Star Financial Services Professional in Boston
  • Boston Magazine
  • 2016
  • Reader's Choice for Best Attorney in Norwell
  • The Patriot Ledger
  • 2016
  • Order of the Coif
  • University of South Carolina School of Law
  • 2000
  • Cum Laude
  • University of South Carolina
  • 2000
  • CALI Award in Professional Responsibility
  • University of South Carolina School of Law
  • 1999
  • Karen Lee Scholarship Award
  • University of South Carolina School of Law
  • 1998
View all awards

Speaking Engagements

  • Boston Globe
  • Selecting the Best Estate Planning Strategy
  • 2015
  • Wayfair
  • Selecting the Best Estate Planning Strategy
  • 2014
  • Smartpak
  • Selecting the Best Estate Planning Strategy
  • 2014
  • Signet
  • Selecting the Best Estate Planning Strategy
  • 2014
  • NE Organ Bank
  • Selecting the Best Estate Planning Strategy
  • 2014
  • N. Shore Community Workshop
  • Selecting the Best Estate Planning Strategy
  • 2014
  • Gallery Group
  • Selecting the Best Estate Planning Strategy
  • 2014
  • Forsyth Institute
  • Selecting the Best Estate Planning Strategy
  • 2014
  • Estate Planning Workshop at FLIR
  • Selecting the Best Estate Planning Strategy
  • 2014
  • Estate Planning Workshop at Bell Foundation
  • Selecting the Best Estate Planning Strategy
  • 2014
  • Emerson Swan
  • Selecting the Best Estate Planning Strategy
  • 2014
View all speaking engagements

Attorney endorsements

Received (4)
Given (0)
Elder law Attorney | Aug 19
Relationship: Fellow lawyer in community
"Patricia Shumaker is extremely knowledgeable in the fields of Elder Law and Estate Planning. She provides comprehensive service to her clients and is willing to go above and beyond to meet her clients needs. Patricia is also extremely personable, able to explain difficult in complex concepts in a manner that is easy to understand."
Elder law Attorney | Aug 19
Relationship: Worked together on matter
"I endorse this lawyer. I have worked with Patricia Shumaker on several matters, and she has a good understanding of this tricky and very complicated area of the law. I highly endorse Attorney Shumaker for elder and Medicaid law, estate planning and probate law."
Estate planning Attorney | May 20
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Trusts Attorney | May 19
Relationship: Fellow lawyer in community
"I've had the pleasure to work with Attorney Shumaker on multiple occasions. I not only recommend her services to my clients, but to my family as well. I highly recommend and endorse her as an attorney."
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Avvo Contributions

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Norwell Elder law Lawyer Patricia M. Shumaker
Patricia M. Shumaker
Elder law Attorney
Norwell, MA
Licensed for 22 years
Free Consultation