Patricia M. Shumaker

PRO

Patricia M. Shumaker

also known as Conn Kavanaugh

5.0
Rating: 7.2

Licensed for 25 years

Elder law Lawyer at Boston, MA
Practice Areas: Elder Law, Estate Planning, Probate

One Federal Street, P.O. Box 204, Boston, MA

Virtual Consultation Available

Free Consultation

About Patricia

Biography

Tricia will provide your family with the tools and support necessary to navigate life's transitions.

Practice Areas

3

Practice Areas

Elder Law 34%

34%
Estate Planning 33%

33%
Probate 33%

33%

Fees and Rates

Cost

Free Consultation

$0 first 30 minutes

Awards

Client's Choice
Client's Choice
2015

Licenses

Licensed in Massachusetts for 16 years

State: Massachusetts

Acquired: 2009

Active

No misconduct found

Licensed in South Carolina for 24 years

State: South Carolina

Acquired: 2001

Suspended - Administrative

No misconduct found

Licensed in North Carolina for 25 years

State: North Carolina

Acquired: 2000

Inactive

No misconduct found

Location

Conn Kavanaugh Rosenthal Peisch & Ford, LLP

One Federal Street, P.O. Box 204, Boston, MA, 02110

patriciashumaker.com

Patricia Shumaker Esquire

99 Derby Street, Derby Corporate Center, Hingham, MA, 02043

patriciashumaker.com

Patricia M. Shumaker's Reviews

Avvo Review Score

5.0 /5.0

20 Client Reviews

Filter Avvo Reviews (20) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 1 - 5 of 12 reviews | Compassion

Posted by Maurene | February 28, 2024 | Hired Attorney | Estate Planning

Simply the BEST Attorney

When my parents first hired Attorney Tricia Shumaker to prepare their estate plan, they had no idea they were running out of time and on the precipice of needing far more than estate planning. Within a few weeks of working with Tricia, unexpectantly, my father became gravely ill. Fortunately, they ...picked the right attorney! Tricia came to the house for the convenience of my 90+ year old parents. She patiently and compassionately listened to my parents’ wishes, asking questions, attending to all the details, and making sure that she fully understood my parents’ goals and that they understood her role. She explained to my parents all the financial issues they were faced with and provided prudent guidance through these complicated decisions. Tricia and her team went into immediate action, creating all legal documents, including wills, power of attorneys, health care proxies, trust and all the legal work behind these documents, all completed in record time. Goal accomplished! Tricia’s command of Elder Law, Estate Planning and the Massachusetts legal and Medicaid health systems is second to none. Then, when my mother could no longer remain at home alone, Tricia worked her magic again, successfully navigating the Massachusetts legal and medical systems with huge success. Throughout the entire complex process, Tricia explained each detail/nuance, of which there were many, making sure I fully understood each step. This was a difficult time for us, yet she was stalwart, persistent, professional, and successful in settling our mother in an appropriate nursing facility. Another goal accomplished! Tricia is very precise, professional, thoughtful, compassionate, and thorough. She is a brilliant elder law and estate planning attorney. I have 1000% trust and confidence in Tricia and 1000% recommend her services.

Posted by Denise | October 08, 2018 | Hired Attorney | Estate Planning

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.

Posted by Barbara | April 04, 2018 | Hired Attorney | Elder Law

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 Answer...s 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

Posted by Janet and Anthony | July 27, 2016 | Hired Attorney | Estate Planning

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, w...e 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.

Posted by Peter | November 15, 2015 | Hired Attorney | Estate Planning

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 wh...en 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!

See All Client Reviews

Patricia M. Shumaker's Lawyer Endorsements

Endorse Patricia
Robert E. Withrow III headshot
Robert Withrow

Elder law lawyer | 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."

Anne Miriam Jaffe headshot
Anne Jaffe

Elder law lawyer | 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."

Stephanie E. McGovern headshot
Stephanie McGovern

Estate planning lawyer | May 20

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Andrew John Bulman headshot
Andrew Bulman

Trusts lawyer | 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."

View All Endorsements

No Endorsement Data Available Yet
This attorney hasn't created any attorney endorsements recently on Avvo.

Experience

Rating:  7.2 (Very Good)

Honors

2016

Five Star Financial Services Professional in Boston, Boston Magazine

2016

Reader's Choice for Best Attorney in Norwell, The Patriot Ledger

2000

Order of the Coif, University of South Carolina School of Law

2000

Cum Laude, University of South Carolina

1999

CALI Award in Professional Responsibility, University of South Carolina School of Law

1998

Karen Lee Scholarship Award, University of South Carolina School of Law

Work Experience

2024 - Present

Trusts & Estates Attorney, Conn Kavanaugh Rosenthal Peisch & Ford, LLP

2023 - 2024

Trust, Estate and Elder Law Attorney, Burns & Levinson, LLP

2010 - 2024

Trust, Estate and Elder Law Attorney, PYWL, P.C.

2009 - 2010

Trust, Estate and Elder Law Attorney, Seegel Lipshutz & Wilchins LLP

2000 - 2003

Trust and Estates Attorney, Moore & Van Allen PLLC

Associations

2009 - Present

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

Education

2000

University of South Carolina School of Law

JD - Juris Doctor

1992

University of Massachusetts, Amherst

BA

Speaking Engagements

2015

Boston Globe

Selecting the Best Estate Planning Strategy

2014

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

Languages

English

Avvo Rating

Our Rating is calculated using information the lawyer has included on their profile in addition to the information we collect from state bar associations and other organizations that license legal professionals. Attorneys who claim their profiles and provide Avvo with more information tend to have a higher rating than those who do not.

What determines Avvo Rating?
  • Experience & background Years licensed, work experience, education
  • Legal community recognition Peer endorsements, associations, awards
  • Legal thought leadership Publications, speaking engagements
  • Discipline Disciplinary information may not be comprehensive, or updated. We recommend that you always check a lawyer's disciplinary status with their respective state bar association before hiring them.
Avvo Rating Levels
10.0 - 9.0 Superb8.9 - 8.0 Excellent7.9 - 7.0 Very Good6.9 - 6.0 Good5.9 - 5.0 Average4.9 - 4.0 Concern3.9 - 3.0 Caution2.9 - 2.0 Strong Caution1.9 - 1.0 Extreme Caution