Business Details
Your Trusted Estate Planning Partner in Woburn, MA
Monteforte Law has dedicated its practice to guiding families through estate planning, elder law, and wealth preservation. With over 25 years of combined legal experience, our team specializes in creating tailored solutions for high-net-worth individuals, business owners, and families with special needs. Our approach emphasizes lifelong client relationships, offering proprietary tools like the 20/20 Hindsight Trust and Retirement Protection Trust to safeguard assets against taxes, long-term care costs, and probate delays. We prioritize client education through free seminars and strategic planning sessions, ensuring families understand their options.Recognized in the Boston Business Journal and Massachusetts Lawyers Weekly, our firm provides touchless legal services across Massachusetts and New Hampshire, combining modern technology with personalized support. We maintain transparency through flat-fee pricing and lifetime 3-year checkups, evolving plans as clients' lives change. Our hundreds of five-star reviews reflect our commitment to alleviating the emotional and logistical burdens of estate planning.
Services
Estate Planning
Special Needs Planning
Medicaid Planning
Wealth Preservation
Probate Administration
Strategic Planning Sessions
Touchless Legal Services
Highlights and features
- We offer 25+ years of combined legal experience in estate planning and elder law.
- Our proprietary 20/20 Hindsight Trust provides unmatched asset protection against long-term care costs.
- We provide lifetime 3-year checkups to ensure plans evolve with your family's needs.
- Flat-fee pricing guarantees no surprise billing for all estate planning services.
- Hundreds of five-star reviews highlight our compassionate, client-first approach.
What people say
Amazing
Excellent
Very knowledgeable
Peace of mind
Best in class
Services
Estate Planning
Our estate planning services create legally sound frameworks to protect assets and ensure family security. We design customized wills, trusts, and healthcare directives that align with your unique financial situation and family dynamics. Our 4-Step Asset Protection Plan ensures your legacy transfers smoothly to beneficiaries while minimizing tax liabilities and probate delays.
Special Needs Planning
We specialize in securing long-term care for children and adults with disabilities through Special Needs Trusts. Our plans preserve eligibility for government benefits while covering medical expenses and quality-of-life improvements. We guide families through complex legal requirements to ensure uninterrupted support for loved ones.
Medicaid Planning
Our Medicaid planning services protect assets while qualifying for critical long-term care benefits. With a 100% success rate in MassHealth applications, we navigate complex eligibility rules to safeguard your financial future. We implement irrevocable trusts and gifting strategies to preserve wealth for future generations.
Wealth Preservation
We help high-net-worth families shield assets from estate taxes and long-term care costs using proprietary tools like the 20/20 Hindsight Trust. Our strategies combine tax-efficient gifting, business succession planning, and trust structures to maintain family wealth across generations.
Probate Administration
Our probate services guide executors through Massachusetts' complex court processes. We streamline asset distribution, resolve creditor claims, and minimize family disputes while ensuring compliance with state-specific tax laws. Our goal is to reduce administrative burdens during difficult times.
People
Michael Monteforte, Jr.
Attorney
Michael Monteforte, Jr. specializes in estate planning and elder law, driven by personal experience protecting his grandparents' assets. With over 18 years leading Monteforte Law, he developed proprietary trust products and maintains a 100% Medicaid application success rate.
Nicole Rego
Attorney
Nicole Rego brings extensive elder law expertise to Monteforte Law, focusing on complex Medicaid planning and special needs trusts. She combines legal precision with compassionate client counseling to address families' unique care requirements.
Nicole Ott
Lead Intake Coordinator
Nicole Ott manages client onboarding and strategic planning sessions, ensuring seamless access to Monteforte Law's services. Her organizational skills help coordinate personalized estate planning journeys for busy clients.
Alison Chung
Legal Assistant
Alison Chung supports attorneys with document preparation and client communication, maintaining meticulous records for complex estate plans. Her attention to detail ensures accurate implementation of trust structures and legal filings.
David Guerra
Marketing Assistant
David Guerra manages outreach initiatives and educational seminars, expanding Monteforte Law's community impact. He coordinates digital marketing efforts to provide accessible estate planning resources to Massachusetts families.
Questions
What documents should every Massachusetts resident have?
Every adult should have a will, healthcare proxy, and power of attorney. High-net-worth individuals benefit from revocable and irrevocable trusts to minimize estate taxes and probate exposure.
How does the 20/20 Hindsight Trust work?
This proprietary trust allows asset protection against long-term care costs while maintaining control during your lifetime. It reduces estate taxes and avoids probate, uniquely combining flexibility with security.
Can I disinherit a spouse in Massachusetts?
Massachusetts law prevents complete disinheritance of spouses. We help structure plans that balance legal requirements with your wishes through elective share calculations and trust frameworks.
What happens if I don't plan for long-term care?
Without planning, nursing home costs averaging $132,000/year can deplete savings. Proper Medicaid planning protects assets while ensuring quality care through strategic trust structures and gifting programs.
How often should I update my estate plan?
We recommend 3-year checkups or whenever major life events occur. Regular updates ensure plans adapt to changing family dynamics, financial situations, and evolving tax laws.
Do you offer virtual consultations?
Yes, our touchless legal services provide full estate planning capabilities through secure video conferencing across Massachusetts and New Hampshire, with no compromise on document quality or client support.
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