Business Details
28 Years
experience
Trusted Legal & Tax Solutions in Cumberland, RI
Bruce D. Sawyer established his firm in 1998, combining over 30 years of legal and accounting expertise to deliver tailored solutions for clients. As a dual-licensed attorney and Certified Public Accountant, he provides comprehensive guidance on legal and financial matters, including estate planning, tax representation, and probate law. His practice emphasizes risk mitigation and asset protection, informed by his role as Probate Judge for Central Falls since 1996.Admitted in Rhode Island and Massachusetts, he serves clients with a focus on confidentiality and long-term strategic planning. The firm also offers elder law services, Medicaid planning, and small business legal support, reflecting a commitment to addressing complex client needs through integrated legal and financial strategies.
Services
Elder Law
Estate Planning
Medicaid Planning
Probate Administration
Tax Representation
Real Estate Law
Small Business Law
Special Needs Trusts
Power of Attorney
Wedding Ceremonies
Details
- Year established: 1998
Highlights and features
- We offer dual expertise as a licensed attorney and Certified Public Accountant.
- Our firm has over 30 years of experience in legal and tax matters.
- We provide personalized asset protection and Medicaid planning strategies.
- Our practice combines probate court experience with small business legal guidance.
- We serve clients in Rhode Island and Massachusetts with tailored solutions.
Associations and certifications
- Certified Fraud Examiner (CFE)
- American Academy of Attorney-CPAs
What people say
Dual expertise
Personalized solutions
30+ years experience
Asset protection
Probate guidance
Services
Estate Planning
We draft wills, living trusts, and irrevocable trusts to ensure asset distribution while minimizing probate delays and tax liabilities. Our plans protect beneficiaries' interests and maintain control over asset management. Services include Medicaid-qualifying trusts and children's trusts tailored to individual family needs.
Medicaid Planning
Our Medicaid planning services help clients prepare for long-term care costs through asset protection strategies and application assistance. We implement legal frameworks to preserve wealth while qualifying for benefits, guiding families through complex eligibility requirements and reducing financial stress during uncertain times.
Probate Administration
We assist executors and trustees with probate processes including will validation, asset inventory, and beneficiary distributions. Our guidance covers guardianship establishment for minors or incapacitated adults, ensuring compliance with Rhode Island and Massachusetts probate laws while streamlining estate resolution.
Tax Representation
We prepare and file federal/state tax returns for individuals and businesses while representing clients before the IRS and state tax agencies. Services include offer-in-compromise negotiations, audit representation, and tax planning strategies to minimize liabilities for personal and business entities.
Small Business Law
We advise on business entity selection, compliance with state/federal regulations, and tax-efficient structures. Our services include succession planning, contract drafting, and asset protection strategies to ensure business continuity for family-owned enterprises and small corporations.
People
Bruce D. Sawyer
Attorney & CPA
Bruce D. Sawyer has practiced law and accounting since 1991 and 1992 respectively. As Central Falls Probate Judge since 1996, he combines legal and financial expertise to create tailored client solutions while serving on the Rhode Island Probate Judges Association board.
Kathleen L. Sawyer
Office Manager
Kathleen L. Sawyer manages office operations with a marketing degree from Providence College. She ensures efficient client service delivery while maintaining the firm's administrative standards since joining in 1998.
Questions
What areas do you serve?
We serve clients throughout Rhode Island and Massachusetts, with office locations in Cumberland, RI near major highways.
Do you offer evening appointments?
Yes, we schedule home and evening appointments for client convenience outside regular business hours.
What practice areas do you specialize in?
Our core areas include estate planning, Medicaid planning, probate law, tax representation, and small business legal services.
Can you help with special needs trusts?
Yes, we create special needs trusts to manage assets while maintaining eligibility for public benefits like Medicaid.
Are you available for wedding ceremonies?
As Probate Judge, Bruce Sawyer officiates weddings in Rhode Island at client-chosen locations.
What credentials does the firm hold?
Our firm holds Certified Fraud Examiner (CFE) designation and membership in the American Academy of Attorney-CPAs.
