Business Details
10 Years
experience
Trusted Estate Planning & Real Estate Legal Services in Beverly, MA
Founded in 2016, our law firm specializes in estate planning, real estate conveyancing, and legal representation for individuals, families, and small businesses. Our practice areas include trusts and estates planning, probate court matters, corporate law, and taxation. With decades of combined experience, we prioritize client needs through personalized legal strategies and efficient dispute resolution.We offer free initial consultations to address your unique circumstances. Our team is committed to guiding clients through complex legal processes while minimizing tax burdens and avoiding probate. We serve clients in Beverly, Massachusetts, and surrounding areas, focusing on delivering tailored solutions that align with their long-term goals.
Services
Estate Planning
Real Estate Conveyancing
Advanced Estate Planning
Guardianship/Conservatorship
Estate Planning for Lottery Winners
Details
- Year established: 2016
Highlights and features
- We offer a free initial consultation for all clients.
- Our team specializes in trusts, estates, and probate law.
- We prioritize personalized legal strategies tailored to client needs.
- We focus on minimizing tax burdens and avoiding probate.
- Our attorneys have decades of combined experience in complex legal matters.
Services
Estate Planning
We help clients create comprehensive estate plans to ensure their assets are distributed according to their wishes. Our services include drafting wills, establishing trusts, and minimizing tax liabilities. We work closely with clients to address guardianship, pet care provisions, and beneficiary designations.
Real Estate Conveyancing
Our firm handles real estate transactions, including title transfers, deed preparation, and contract negotiations. We ensure compliance with Massachusetts property laws and protect clients' interests during purchases, sales, or refinancing of residential and commercial properties.
Advanced Estate Planning
We specialize in complex estate planning strategies, including irrevocable trusts, charitable giving, and business succession planning. Our team helps high-net-worth individuals and families structure tax-efficient solutions to preserve wealth across generations.
Guardianship/Conservatorship
We assist families in establishing guardianship for minors or incapacitated adults. Our services include court filings, custody arrangements, and ongoing legal support to ensure compliance with Massachusetts probate laws and the best interests of dependents.
Estate Planning for Lottery Winners
We provide specialized planning for sudden wealth, including asset protection, tax strategies, and trust creation. Our team helps lottery winners navigate financial complexities while maintaining privacy and long-term security through tailored legal frameworks.
People
Joblin C. Younger
Attorney
Joblin C. Younger, Esq., LL.M., specializes in estate planning, trusts, and probate law. With over 20 years of experience, he focuses on creating customized legal solutions for individuals and businesses in Beverly, Massachusetts.
Susan E. Downs
Attorney
Susan E. Downs, Esq., provides legal expertise in estate planning and real estate transactions. She collaborates with clients to develop strategies that align with their personal and financial goals.
Daniel V. Beaton
Paralegal
Daniel V. Beaton supports the firm's legal team with document preparation, case management, and client communication, ensuring efficient execution of estate planning and real estate services.
Norelda Kaja
Paralegal
Norelda Kaja assists attorneys with legal research, filing processes, and client coordination, contributing to streamlined estate planning and probate administration.
Karen McCann
Office Manager
Karen McCann oversees daily operations, ensuring smooth client interactions and administrative efficiency for the firm's estate planning and real estate practices.
Questions
What services does your firm specialize in?
We specialize in estate planning, real estate conveyancing, trusts, probate administration, and legal guidance for sudden wealth management.
Do you offer free initial consultations?
Yes, we provide complimentary initial consultations to discuss your legal needs and potential strategies.
How can I avoid probate in Massachusetts?
Establishing revocable trusts and proper beneficiary designations can help avoid probate while maintaining privacy and efficiency.
What documents are essential for estate planning?
Key documents include wills, revocable trusts, powers of attorney, healthcare proxies, and homestead declarations.
Can you help with real estate transactions?
Yes, we handle property transfers, title searches, deed preparation, and contract negotiations for residential and commercial properties.
How are lottery winners' estates planned?
We create tailored plans focusing on asset protection, tax minimization, and privacy preservation through trusts and strategic gifting.
