Business Details
39 Years
experience
Your Trusted Dedham Estate Planning Attorney Since 1987
The Law Office Of Frederick N Pellegrini has been dedicated to comprehensive estate planning since 1987, serving individuals and small business owners in Dedham and surrounding areas. Our practice emphasizes transferring assets into trusts, a critical step often overlooked by other firms, ensuring effective long-term estate plans. We prioritize client education, personalized service, and multi-generational planning, addressing elder law, tax planning, probate avoidance, and business succession.With three decades of experience, we combine legal expertise with a family-centric approach, maintaining active involvement in national legal organizations and continuous professional development to stay current with evolving tax laws and estate planning strategies.
Services
Estate Planning
Probate Avoidance
Trust Funding
Medicaid Planning
Business Succession
Special Needs Trusts
Tax Planning
Elder Law
Asset Protection
Healthcare Proxies
Details
- Year established: 1987
Highlights and features
- We fund clients' assets into trusts, a service most firms don't provide
- Three decades of exclusive focus on estate planning
- Personalized three-meeting process for comprehensive planning
- Active involvement in national legal organizations
- Free initial consultation with no obligation
Associations and certifications
- WealthCounsel, LLC
- AARP Attorney Referral List
- International Who's Who of Professionals
- Marquis Who's Who in American Law
- Strathmore's Who's Who Registry of Business Leaders
- National Directory of Who's Who in Finance & Industry
What people say
Treated like family
Patiently explain every step
Amazing to work with
Upmost professionalism
Pleasant experience
Services
Estate Planning
Our comprehensive estate planning services create tailored solutions for asset protection and multi-generational wealth transfer. We guide clients through wills, trusts, and advanced directives while emphasizing proper trust funding to avoid probate. With over 35 years of experience, we combine legal expertise with personalized attention to address each family's unique needs and future goals.
Trust Funding
We specialize in the critical process of transferring assets into trusts, ensuring estate plans function effectively. Unlike most firms, we handle this complex process for clients, properly retitling financial assets and real estate to maintain trust validity and avoid probate complications. This service forms the foundation of successful long-term estate planning.
Probate Avoidance
Our probate avoidance strategies help clients structure their estates to bypass court proceedings. Through strategic trust creation and asset titling, we minimize administrative burdens for heirs while maximizing asset protection. We also provide guidance on Massachusetts-specific estate tax considerations and succession planning for business owners.
Medicaid Planning
We develop customized Medicaid eligibility plans that protect assets while securing necessary long-term care benefits. Our approach considers both current needs and future contingencies, incorporating special needs trusts and other tools to ensure compliance with complex government regulations while maintaining family financial security.
Business Succession
Our business succession planning services help owners transition companies to next generations or key employees. We create legally sound structures for asset protection, tax efficiency, and operational continuity, addressing buy-sell agreements, ownership transfers, and leadership succession plans tailored to each business's unique requirements.
People
Frederick N. Pellegrini
Founding Attorney
Practicing Massachusetts estate law since 1987, Frederick Pellegrini specializes in comprehensive estate planning with a focus on trust funding. A WealthCounsel member, he combines three decades of experience with continuous legal education to provide tailored solutions for families and business owners.
Questions
What makes your estate planning services different from other firms?
We uniquely handle trust funding for clients, a critical step most firms overlook. Our three-meeting process ensures thorough planning, and we maintain active involvement in national legal organizations to stay current with evolving regulations.
How do you help clients avoid probate?
We create properly funded revocable trusts and use strategic asset titling to bypass probate court, ensuring smoother asset transfers while maintaining control and privacy for our clients' estates.
What experience do you have with special needs planning?
We create specialized trusts that protect government benefits eligibility while providing for individuals with disabilities, drawing on decades of experience with both first-party and third-party special needs trust structures.
How does your three-meeting planning process work?
The first meeting educates clients and reviews assets, the second drafts documents and explains trust operations, and the third finalizes documents while transferring assets into the trust for complete implementation.
Do you offer free initial consultations?
Yes, we provide complimentary initial consultations to discuss estate planning needs and determine the best approach for each client's unique situation without any obligation.
How do you handle business succession planning?
We create customized succession plans that address ownership transfers, leadership transitions, and tax considerations while ensuring business continuity through properly structured legal documents and implementation strategies.
