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 6 reviews | General Knowledge

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moved from New York to the state of Massachusetts and learned through our CPA that our Will and Health Care Proxy was no longer valid here in this state.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!

Posted by Rose | September 03, 2015 | Hired Attorney | Elder Law

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 char...ge 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.

Posted by Kyle D. Smith, Esq. | July 24, 2015 | Estate Planning

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 an...d 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.

Posted by Chet | May 14, 2015 | Estate Planning

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 us...ed 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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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."

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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

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