Free Consultation
$0 first 60 minutes
Dennis B Sullivan III
also known as The Estate Planning & Asset Protection Law Center
About Dennis
Biography
At The Estate Planning and Asset Protection Law Center of Dennis Sullivan & Associates we help people and their families learn how to protect their home, spouse, life-savings, and legacy for their loved ones. We provide our clients with a unique educational and counseling approach so they understand where opportunities exist to eliminate problems now as they implement plans for a protected future. We even provide a Lifetime Protection Program to ensure plans continue to meet client & family objectives in the future, even with all of the changes in taxes, healthcare, personal health and family situations.
We strive to earn the right to serve as trusted advisors who can help customize estate and asset protection plans for each client and their family. This is only made possible by our independence and dedication to serve clients and their families today and in the years ahead. The Estate Planning and Asset Protection Law Center is a team of professionals committed to helping people and their families achieve peace of mind by protecting everything that is important to them.
Drawing from their experience, the firm has also developed a proprietary Estate Planning Program called "Lifetime Protection Program." This program takes into account a client's unique values, circumstances and goals, and designs customized strategies to achieve significant results, such as avoiding probate; reducing income, estate/gift and other taxes; protecting assets; preserving and increasing wealth; and helping clients provide for themselves when they want, the way they want.
Practice Areas
4
Practice Areas
Fees and Rates
Cost
Hourly Rates
$ 125-410 per hour
Payment Methods
- Cash
- Check
- Credit Card
Looking for an attorney? Avvo can help.
Search our directory
Quickly connect with top attorneys through our legal directory to get help with your legal issue.
Avvo's live chat agents can help coordinate a consultation with a local attorney.
Chat with a live agent who can match you with the right attorney for your legal needs.
Chat withLicenses
Licensed in Massachusetts for 43 years
State: Massachusetts
Acquired: 1982
No misconduct found
Location
The Estate Planning and Asset Protection Law Center of Dennis Sullivan & Associates
888 Worcester Street, Wellesley, MA, 02482-3717
Gallery
Ad
Transform legal challenges into solutions.
Connect now to review your situation.
Dennis B Sullivan III's Reviews
Avvo Review Score
Not Yet Reviewed
Dennis B Sullivan III's Lawyer Endorsements
"I have known Dennis for over 10 years. He is kind, caring and does an excellent job for his clients. He constantly works on staying on top of all the current strategies, so he can better serve his clients. He is an excellent attorney, and I would feel comfortable referring family members or friends to him for assistance."
"Dennis is kind, caring and conscientious. I wholeheartedly endorse the quality of his work and his relationships with his clients."
"Dennis is an extremely knowledgeable attorney who provides excellent advice to all of his clients and has done so for over twenty-five years. You would be well served by working with him."
"Dennis Sullivan has devoted his practice to helping seniors protect their home, spouse and life savings. He is a skilled attorney who aims to educate those he meets so he can put the client in the drivers seat."
"I belong to several national associations made up of estate planning and elder law attorneys. Dennis Sullivan has a terrific reputation among the members of my organizations. When I have a client who has a family member in need of legal help in his state his is the first name which comes to mind. I endorse this lawyer's work."
"I endorse this lawyer's work. Dennis uses cutting edge techniques to save his clients from the ravages of nursing home cost."
"I endorse this lawyer's work. Excellent Asset Protection Lawyer."
Henry Weatherby
Estate planning lawyer
Jan Copley
Estate planning lawyer
Suzanne Graves
Unknown lawyer
Stephen Bailey
Elder law lawyer
Thomas Olofsson
Elder law lawyer
Robert Mannor
Elder law lawyer
Experience
Honors
2011
Elder Expert, Elder Care Matters
2009
Accredited Veterans Benefits Specialist, Veterans Administration
2008
Certified Veterans Benefits Planner, Veterans Benefits Institute
1993
Certified National Network Estate Planner, National Network Of Estate Planning Attorneys
1977
Honorable Mention - Passed Entire CPA Exam at First Sitting, Massachusetts Society of CPAs
Work Experience
1993 - Present
Founder & Manager, The Estate Planning & Asset Protection Law Center of Dennis Sullivan & Associates
1988 - 1992
Founder & Manager, Offices of Dennis B. Sullivan Attorney & CPA
1986 - 1987
Corporate Finance Associate, Ulin, Morton, Bradley and Wellington
1982 - 1985
Tax Manager, KPMG (Formerly Peat Marwick)
1981 - 1982
Internship, Securities & Exchange Commission
Associations
2011 - Present
NAELAMember
2010 - Present
Elder Counsel, LLCMember
2004 - Present
WealthCounsel, LLCMember
2003 - Present
AARP Legal Services NetworkAttorney
1982 - Present
Massachusetts Bar AssociationMember
1977 - Present
Massachusetts Society of CPAsMember
2005 - 2016
MPS-National Organization of Attorneys Dedicated to Highest Value & Integrity in Estate Planning & Elder Law ServiceMember
1982 - 2008
American Institute of Certified Public AccountantsMember
Education
1986
Massachusetts Institute of Technology
MA - Masters
1984
Boston University School of Law
LL.M - Master of Laws
1982
Suffolk University Law School
JD - Juris Doctor
1977
Suffolk University
BS - Bachelor of Science
Speaking Engagements
2016
Financial Planning for Homeowners
Why Many Living Trusts Fail
2016
AARP Estate Planning Event
Estate Planning and Elder Law
2015
Trust, Estate and Asset Protection for Families
Trust, Estate and Asset Protection
2010
Trust, Estate and Asset Protection Workshop
Trust, Estate and Asset Protection
2010
Community Education Series
The New Healthcare Law and How It Impacts Seniors
2008
Asset Protection Planning for Professionals and Business Council
Asset Protection & Estate Planning
2005
Lorman Continuing Education
Asset Protection in Massachusetts
2002
Opportunities in Business Succession Planning for CPAs
Business Succession Planning for CPAs
1999
Continuing Education
Estate Planning for Financial Advisors
1999
Continuing Education
Estate Planning Opportunities for Certified Public Accountants
1999
Continuing Education
Estate Planning for Financial Advisors & Insurance Professionals
1999
Advanced Course for Professional Education Credit
Wealth Strategies Planning
1998
Conference For Continuing Education
Estate Planning for CPAs
1997
Continuing Education
New Laws and Their Impact on Small Businesses and on Owners
1997
Continuing Education
Estate Planning for Financial Advisors
1995
Continuing Education
Estate Planning for Insurance Professionals
1994
Continuing Education
Financial Planning for Business Owners
1991
Continuing Education Foundation
Trust and Estate Taxation
1989
Continuing Education
S Corporations - "Your Company's Rights and Obligations"
1989
Continuing Education
S Corporations - Financial and Tax Considerations
Publications
2015
Book includes bonus chapter: The Biggest Long Term Care Planning Oversights and Opportunities for Quality Care.
The 10 Biggest Estate and Asset Protection Planning Mistakes People Make an How to Avoid Them!
2013
Book-Infinity Publishing
The Senior and Boomer's Guide to Health Care Reform and Avoiding Nursing Home Poverty
2013
Family Financial Planning
Personal Asset Trust Beneficiary Manual
2010
Dennis Sullivan & Associates
The Successor Trustee Manual
2009
Wealth Builders Press
Estate Planning Strategies
2005
Living & Learning
Achieve Retirement and Education Security
1999
The Esperti Peterson Institute
Generations: Planning Your Legacy
1996
The Esperti Peterson Institute
Legacy: Plan, Protect and Preserve Your Estate
1992
Middlesex Business Guide
Improving Business Operations and Tax Relief for 1992
1991
Beacon Communications
Gifting Also Funds Education Trusts
1990
Tax Planning and Investment Guide
Reduce Estate Taxes with Lifetime Gifts, Business Owners Beware!
1990
Boston Business Journal
Benefits of Employee Stock Ownership Plans - The Moral of ESOP's Fable: Plan for the Future
1989
Bay State Business
Sale of Your Company? Plan for a Successful Outcome.
1987
Banker and Tradesman
Consider the Sale or Election of S Corporation Status Before the Repeal of General Utilities
1986
Lawyers Weekly
What is the Value of Your Firm or Your Client's Business?
1985
Sloan School MIT, Master's Thesis
The Acquisition Process
Languages
English
Activity
Legal Answers
Legal Guides
Legal Answers
Q&A
How much should I expect to pay for an attorney to file a long-term care application with MassHealth for my elderly mother
21 May 2012
Q&A
1041 fiscal year change?
30 Apr 2010
Legal Guides
Legal Guide
Medicare v. Medicaid (MassHealth): What's the Difference and How Will it Affect You and Your Family
21 Jun 2010
Video Legal Guide
Avoid Costly Medicaid (MassHealth) Mistakes
16 Jun 2010
Legal Guide
Avoid Costly Medicaid Mistakes
14 May 2010