Boston, MA
Estate planning Lawyer at Boston, MA
Practice Areas: Estate Planning, Business, Real Estate
OUTCOME: Full benefits obtained.
We were retained to assist a family in obtaining MassHealth benefits for a family member. We tackled the project by learning as much about the family and the individuals assets. We then proceeded to ... petition for benefits.
OUTCOME: Success.
We were asked to assist a family in the loss of a loved one, by filing to appoint a Personal Representative and to understand and administer the estate (complicated assets which included business asset ... s).
OUTCOME: Success. We closed on time and on budget.
Our real estate matters range from buying or selling a residence to buying or selling a commercial property. In one instance I had a client buy 16 condo units at one time. The paperwork was massive a ... nd the transaction complex.
OUTCOME: Success. Clients' objectives met
Our estate planning cases run from the very simple and straightforward to the most complex. In this one instance we had a blended family with multiple issues. We had to address each issue and formula ... te a plan that would accomplish goals and objectives and be tax advantageous or tax neutral.
OUTCOME: Success.
Client owned and operated a large regional transportation company. Client wanted to sell same. For a period of five years we identified buyers (vetted buyers) until the right buyer was found. We neg ... otiated price and terms and sold the business for cash.
OUTCOME: Success.
My client was interested in purchasing six (6) restaurants in one year's time frame.
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