myfamilyestateplanning.comEstate Planning Lawyers Southeastern Massachusetts & Cape Cod

Estate Planning Lawyers Southeastern Massachusetts & Cape Cod Return home Call our office 508.994.5200 View our profile on Facebook View our feed on Twitter View our firm profile on LinkedIn View our channel on Youtube View our profile on Instagram Practice Areas Estate Planning Elder Law Trust Administration Medicaid/MassHealth Applications Special Needs Planning Overview Our Process Attorneys Daniel Surprenant, Esq., CELA Michelle Beneski, Esq., CELA, LLM Taxation Erin L. Nunes, Esq. Rebecca S. Spinner, Esq. Wendy W. Weston, Esq. Cierra D. Storbeck, Esq. Estate Planning Staff Ashley Algarvio Colin Davis Julie James Brooke Shanahan Estate Administration Staff Melinda Santos Dulce Esteves Rebecca Lorantos Medicaid / MassHealth Planning Staff Silvia Sales Taylor Dubois Client Services Fiorella Vance Cassandra Botelho Skyler Petter Support Staff Christa Silvieus Justine Marino Karen Leary Penny Berryman Melissa Fiola Katie Sprissler Haley Conrad Honoring Our Founder – Robert L. 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Resources for Professional Advisors Testimonials Contact Us Contact Information Cape Cod Location New Bedford Location Easton Location Hyannis Location Southeastern Massachusetts Location Careers Menu Strategic Planning for Your Peace of Mind Contact Us Schedule an Appointment Home Estate Planning Attorneys Serving Clients Throughout Southeastern Massachusetts & Cape Cod Our offices are opened during normal business hours. We also offer virtual appointments, in person meetings as well as social distance meetings at all of our locations. Estate planning may seem overwhelming and daunting, but it’s really a matter of getting your affairs in order. Of course, no two estate plans are alike. Some individuals may only require a will-based plan, while others may benefit from establishing trusts. Regardless of what your needs may be, the best way to plan for your future, protect your interests, and provide for your loved ones is to consult a trustworthy estate planning attorney Surprenant & Beneski, P.C. is a premier estate planning and elder law practice serving clients in Southeastern Massachusetts, Cape Cod and the Islands. Our lead partners, Daniel Surprenant and Michelle Beneski, are certified as elder law attorneys by the National Elder Law Foundation, 2 of only 24 CELA attorneys practicing in Massachusetts. This distinction makes our firm uniquely qualified to handle all of your estate plan. When you become our client, you will have peace of mind knowing that your future, your family, and your wealth are in good hands. Our Practice Areas Estate Planning Estate planning can help to achieve a number of important objectives, not the least of which are preserving your wealth, providing for your loved ones, and planning for long-term care. Regardless of your financial status or family circumstances, the best way to protect your assets and your legacy is to consult an experienced estate planning attorney. Learn About Estate Planning Estate & Trust Administration At Surprenant & Beneski, P.C., our team of estate planning attorneys help clients navigate the complicated trust administration process in Massachusetts. In addition to providing advice and guidance to trustees, our team also works to protect the rights of beneficiaries. Learn About Estate & Trust Administration Elder Law As our society ages, more individuals will face unique challenges regarding their estates, the cost of long-term care, and other financial concerns. The practice of elder law, which encompasses estate planning, long-term care planning, guardianships, and other aspects of law, is dedicated to helping elders and their loved ones meet these challenges. Learn About Elder Law Special Needs Planning If you are caring for a child or young adult with a disability, you likely have concerns about their future when you are no longer around to provide for them. Individuals with special needs often receive public benefits such as Social Security disability benefits and Medicaid (MassHealth), however, receiving an inheritance could jeopardize their benefit status. Learn About Special Needs Planning Business Succession According to the U.S. Census Bureau, about 90 percent of businesses in the U.S. are family-owned or controlled, many of which may not be prepared for the owner’s sudden death, illness or retirement. Given the fact that no business can survive without a capable leader at the helm, the best way to protect your family-run or closely-held business is by establishing a business succession plan. Learn About Business Succession Planning Why do I need an estate plan? Some people think they don’t need an estate plan because they don’t own property, are unmarried or don’t have children. Nonetheless, everyone has an estate,” which means that estate planning is for everyone. It’s also the responsible thing to do. Without an estate plan, your property will be managed and distributed according to the intestacy laws of Massachusetts, which will likely not agree with your wishes. At Suprenant & Beneski, P.C., we will work collaboratively with you to design an estate plan that suits your unique needs and helps achieve your objectives. When you partner with us, we will take the stress out of the process and provide you with guidance when you need it most. We start by gaining an understanding of your estate — real estate, investments, retirement plans, insurance — and then help to build your support team — healthcare agent, guardian, executor, trustee. We are committed to helping you protect your interests and provide for your loved ones. Our team has extensive experience drawing up a wide variety of essential estate planning documents, including: Last Will and Testament (Will) Revocable Living Trust Irrevocable Trust (Special Needs Trust, Medicaid Trust) Durable Power of Attorney Advance Medical Directive (Healthcare Proxy”) Living Will Estate planning requires the experience and expertise that our CELA attorneys and winning legal team provide. We are keenly aware that planning for the future and confronting your own mortality is never easy, but a well-conceived estate plan is really about preserving your wealth today so that you are prepared for tomorrow. Additionally, we provide ongoing counsel so that you can seamlessly handle life’s transitions — getting married, starting a family, acquiring property, accumulating wealth, and retiring. Estate planning is not about the destination, but rather the journey, and we will be there for you every step of the way. Above all, our guiding principle is to always put your best interests first. What is Elder Law? As our society ages, more and more elders and their families must confront the difficult challenges of aging — declining health, long-term care planning, asset protection and a number of other concerns. Our elder law attorneys will address these concerns and help you manage these challenges so that you can enjoy your golden years and age with dignity. Learn More About Elder Law Long-term Care Planning By failing to plan for both medical and non-medical needs, the exorbitant costs of long-term care can easily deplete your savings. Whether you require non-skilled care to assist with daily tasks such as dressing, feeding, shopping and light housekeeping, or...