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Testimonials

“Thank you for making a difficult situation a lot easier to face with you there along the way. I understand that this is what you do for a living but knowing you were there made me feel comfort and peace to make it to the end of this emotional time.”

 

Theresa S.

“Thank you for your help with my father’s situation. Your kind words were a comfort to us. Keep doing what you’re doing – it is a help to families.”

 

Fred C.
Estate Administration Client

Estate and Trust Administration

WHAT IS ESTATE ADMINISTRATION?

Estate administration is the process by which the assets owned by someone at the time of death are identified, collected, and distributed to others.  In some cases, this process is accomplished with the assistance and oversight of the probate court; in others, especially where the decedent left assets in trust, this work is done outside of the court.  In all cases, our goal is to ensure that the process is accomplished as efficiently as possible, and that the deceased person’s final instructions and wishes are fully honored.

PRACTICE AREAS IN
ESTATE & TRUST ADMINISTRATION

  • SETTLEMENT OF PROBATE AND NON-PROBATE ESTATES

  • TRUST ADMINISTRATION

  • RESIDENTIAL REAL ESTATE SALES AND TRANSFERS

  • PLANNING FOR THE FUTURES OF SURVIVORS

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News & Upcoming Events

HEALTHCARE DECISIONS DAY EVENT

When: Wednesday, April 17, 2019, 10:00 AM – 12:00 PM

Where: Attleboro Council on Aging, 25 South Main Street, Attleboro

Who: Local seniors

What: An educational event, followed by the opportunity to create a Health Care Proxy

Cost: Free

To register: Contact the Attleboro COA at 508-223-2222

5th SENIOR SPECTACULAR

When: Thursday, April 18, 2019, 9:00 AM – 2:00 PM

Where: North Attleboro Middle School, 564 Landry Ave., North Attleboro

Who: Open to the Public

What: A senior resource event including continental breakfast and lunch, health screenings, vendors, raffles, a celebrity fashion show, and educational programs

Cost: Free

To register: Pre-registration is preferred but not required

More info:  see flyer

ESTATE PLANNING ESSENTIALS FOR SENIORS

When: Friday, April 25, 2016, exact time TBD

Where:  North Attleboro Middle School, 564 Landry Ave., North Attleboro

Who: Open to the Public

What: Part of the 5th Senior Spectacular, this panel presentation by Deborah Blum-Shore and two other local elder law attorneys will review the important documents that should be part of every estate plan

Cost: Free

To register: No need to separately register if attending the Senior Spectacular

More info:  see flyer

ADVANCE PLANNING FOR OLDER CLIENTS

When: Friday, May 3, 2019

Where: Taunton Holiday Inn

Who: Massachusetts Continuing Legal Education (MCLE)

What: Panel presentation at full day estate planning program for legal professionals titled “Turbocharged: Estate Planning Practice Upgrade 2019”

To register: see www.MCLE.org

MTA RETIRED MEMBERS GATHERING

When: Tuesday/Wednesday, September 24-25, 2019

Where: Westborough Doubletree Inn

Who: Massachusetts Teachers Association Retired Members Annual Gathering

What: Three educational sessions:  “Nuts & Bolts of Estate Planning, “ “Life Care Planning,” and “Understanding and Using Trusts”

To register:  Registration not yet open

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