We are here to help you and your family. Wouldn’t it be great to have peace of mind knowing that your loved ones will inherit your assets and will do so privately and efficiently, without the burden, delay and expense of the probate court and that your assets and medical care can be properly managed if you become incapacitated? We are dedicated to developing a plan which is personalized for you. At Simmons & Schiavo, we know that each one of us has different concerns and different objectives when it comes to our families. Whether your goal is to minimize estate taxes, protect your assets from long term care/nursing home costs, avoid probate, shield your assets for your children’s creditors or plan for the financial needs of a loved one with special needs, we will design and implement a plan that is custom-tailored to meet your specific goals.
Trusted Probate And Estate Planning Lawyers In Woburn MA
In life, you have to be prepared for any unexpected occurrence. Planning is key. A good estate plan is more than just “a simple will”; it is a comprehensive portfolio of legal documents working together to give you the most protection for any situation whether it be an unexpected disability, mental incapacity or death. However, estate planning does not stop there. Even well-drafted estate plans fail if the next step is not taken. It is critical to align your assets with your plan so that your estate plan works when you need it most. As experienced probate administration and planning lawyers in Massachusetts, we can assist you in accomplishing that important goal.
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Kenneth J. Simmons, Jr.
Attorney Kenneth J. Simmons, Jr. is one of the founding partners of Simmons & Schiavo, LLP. He has been helping families with their estate planning needs since 2002. Ken handles all levels of estate planning ranging from basic plans requiring wills, health care proxies and durable powers of attorney to more complex multi-million dollar estates involving marital deduction trust planning, irrevocable life insurance trusts, stretch IRA inheritance trusts, multi-generational dynasty trusts and intentionally defective grantor trusts. Ken’s estate planning work also involves the use of limited liability companies to implement gifting programs, charitable remainder trusts, supplemental needs trusts and a number of other complex trust planning vehicles.Over the past decade, Ken has expanded his practice to include elder law and probate administration. Ken counsels his clients in all aspects of long term care planning, including advising on how to properly protect assets from the costs of long term care, explaining the benefits of Irrevocable Income Only Trusts, and helping clients to understand the implications of gifting assets. Ken’s elder law work also includes completing and filing MassHealth Long Term Care Applications for clients entering or already in a nursing facility or who have a spouse entering a long term care facility.
Ken obtained his Juris Doctorate from Suffolk University Law School in 2001 where he graduated cum laude in the top 6% of his class. Ken is a member of the Massachusetts Chapter of the National Academy of Elder Law Attorneys and a member of the Boston Estate Planning Council.
Ken lives in Arlington with his wife and three children. Ken and his family enjoy snowmobiling, hiking, fishing and Friday night game nights. They love to travel together and have a goal of traveling to all fifty states by the year 2030.
Attorney Marco A. Schiavo is one of the founding partners of Simmons & Schiavo, LLP and has focused his practice on estate planning and estate administration. In guiding his clients after the loss of a loved one, Marco has personally witnessed the unfortunate impact that the lack of an estate plan can have on families. These experiences continually reaffirm his strong belief in the countless benefits of a well-drafted and well-implemented trust-based estate plan. A proper estate plan provides for a smooth transition of control in the event of a person’s disability and provides privacy and ease of property distribution at death by avoiding the costs and delay of the probate court. Marco’s primary focus is assisting his clients in preserving the wealth that they have accumulated so that they may pass it on to their loved ones through the use of creditor protection trusts, estate tax minimization techniques, business succession planning and Medicaid/long term care planning. Marco handles all levels of estate planning ranging from basic plans to complex multi-million dollar estates involving marital deduction trust planning, irrevocable life insurance trusts, stretch IRA inheritance trusts, multi-generational dynasty trusts, gifting strategies, charitable remainder trusts, special needs trusts and a number of other advanced trust planning vehicles.
Marco has a passion for business; he received his Bachelor of Science Degree from Babson College with a double major in Finance and International Business Studies. At Suffolk University Law School, Marco focused his law school studies on Estate Planning and Real Estate Law.
Marco lives south of Boston with his wife and three daughters. Marco is fluent in Italian and Spanish. His interests include traveling, home improvement projects, hiking, and most of all, spending time with his family.