Estate Planning


We focus on every aspect of Estate Planning to provide legal solutions tailored to every client’s needs.

CHWM provides tailored legal services for both simple and complex needs of clients of all ages when it comes to Estate Planning, as well as the myriad of issues that face the elderly. We have extensive experience advising clients on every aspect of estate planning, including income and estate tax planning as well as asset management and protection.

Estate Planning Services

We help our clients manage their assets and gain access to Medicaid benefits, ensuring that their financial and healthcare needs are met. Estate Planning services we provide include:

  • Middle Class Estate Planning
  • High-Net-Worth Estate Planning
  • Elder Law
  • Medicaid Planning
  • Special Needs Trusts
  • Spendthrift Trusts
  • Independent Trustees and Personal Representatives
  • Medicaid Asset Protection Trusts

Middle Class and High-Net-Worth Estate Planning

Every family’s situation is different, and we at CHWM are sensitive to complex family dynamics that can impact an estate plan. Our goal is to resolve family differences to produce a result that everyone is satisfied with. This may involve special needs trusts, spendthrift trusts, and/or independent Trustees and Personal Representatives.

Elder Law and Medicaid Planning

The field lof Elder Law can be complex and must be approached with care for the client. Elder Law attorneys must use a holistic approach to meet the needs of elderly clients. Our attorneys frequently collaborate with professionals such as CPAs, financial advisors, and health care professionals to ensure clients’ legal, financial, and healthcare needs are met.

Medicaid — or as it is known in Massachusetts, MassHealth — is an important benefit for elderly Americans that can help manage the increased health care costs that come with age. Medicaid eligibility depends on many factors, especially an individual’s income and assets. We help our clients facilitate their eligibility for Medicaid to ensure that they can make the most of their benefits.

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