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Estate Preservation Law Office - Estate Planning, Wills, Trusts, Asset Protection, Elder Law, Worcester MA

News from Estate Preservation Law Offices

Legislative Updates: Secure 2.0 Act
By Linda Cammuso

Under the SECURE ACT (Setting Every Community Up for Retirement Enhancement Act), which became law in 2020, long-held strategies for estate planning and financial planning were up-ended. Notably, the new law eliminated the ability for most beneficiaries who inherit retirement accounts to “stretch” the taxable distributions over their actuarial life expectancies, as was previously allowed. Then, on December 29, 2022, SECURE 2.0 Act was signed into law, providing a slate of changes that are critical to understand as you plan for your retirement or have already retired. Key changes include…

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Estate Preservation Law Offices featured in WBJ’s Business Profiles for 2023

According to partners, Attorney Brendan J. King and Linda T. Cammuso, Estate Preservation Law Offices is committed to providing estate planning with a personal touch.

As specialists in the estate planning field, we understand that the legal documents attorneys draft – wills, trusts, durable powers of attorney – are merely tools of the trade that guide professionals as they properly apply them to a person’s unique situation. With the expertise to navigate the complex planning issues facing EPLO clients our approach is to provide a custom analysis of each client’s circumstances, strategize the best course of actions, and carefully develop our recommendations.

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Our Attorneys

Brendan J King - Founding Partner - estate planning, asset protection, wealth preservation

Brendan J. King

Attorney/Partner

Linda T Cammuso Founding Partner estate planning lawyer, asset protection planning, tax planning, wills & trusts, corporate and business legal planning

Linda T. Cammuso

Attorney/Partner

Carol F Barton Attorney - estate planning, elder law and Medicaid planning, and special needs and disability planning

Carol F. Barton

Attorney

Mariah L Heppe Attorney - probate, trust administration, estate planning and elder law

Mariah L. Heppe

Attorney

Protecting Assets During Your Lifetime. Preserving Them For Future Generations.

Estate Preservation Law Offices

Estate Preservation Law Offices is a highly regarded boutique law firm that specializes in estate planning and asset protection planning. Led by partners Brendan J. King and Linda T. Cammuso, our strategic advantages include:

  •  A highly developed approach to estate planning that bridges the gap between traditional estate planning and asset protection planning to ensure the quality of life that you’ve worked so hard for is preserved during your lifetime and for future generations
  • A legal team who practice a thoughtful and empathetic approach to planning that reflects your lifetime concerns and challenges, as well as traditional estate and end-of-life matters

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Our Practice Areas

Estate Planning

Our approach begins with a complimentary consultation in which we conduct a thorough assessment of your unique situation.  Learn More »

Special Needs & Disability Planning

Individuals affected by disability or special needs are uniquely vulnerable. The importance of sound planning for the future cannot be overstated. Learn More »

Charitable & Exempt Organizations

We counsel charitable entities including corporations, charitable trusts and private foundations with respect to formation and ongoing administration/maintenance requirements. Learn More »

Asset Protection Planning

The importance of integrating asset protection and estate planning to fully protect and preserve your assets cannot be overstated. Learn More »

Estate & Trust Administration

We handle estates of all sizes, recognizing that every estate requires diligent and thorough attention, no matter its value or level of complexity.  Learn More »

Equine & Pet Trust Planning

Our approach to creating a Pet Trust is straightforward and seamlessly integrated into the estate planning process. We meet with you to learn all about you and your beloved pet, or pets, and your wishes for their care. Learn More »

Elder Law & Medicaid

Estate Preservation Law Offices provides legal counsel and creative planning solutions for seniors and their families, helping them make the right financial, legal and healthcare decisions. Learn More »

Guardianships & Conservitorships

The recent passage of the Massachusetts Uniform and Probate Code brings an entirely new set of rules and requirements to the process. Learn More »

Tax Planning

Clients call on Estate Preservation Law Offices for our specialized knowledge of tax issues and developments. Learn More »

Business & Corporate Planning

Many factors enter into structuring a business. Selecting and maintaining the proper entity structure for your business is essential for tax and asset protection purposes. Learn More »

One of the many key factors in having a good estate plan in place is peace of mind: knowing that you’ve done the right thing for yourself and your family..

Why Us

Choosing the right law firm can be a challenge…Here’s why you should consider Estate Preservation Law Offices:

 

  • Our professionals are specialists in the estate planning field and provide the expertise you want and the results you need
  • We treat our  clients with respect and integrity
  • We adhere to the highest standards of professional excellence
  • We employ a unique team approach to client service – as a client of our firm, you have access to the skills and assistance of every member of our staff

EPLO

Worcester Office

71 Elm Street
Suite 100
Worcester, MA 01609

Uxbridge Office

9 N Main Street
Uxbridge, MA 01569

Leominster Office

150 Hamilton Street
Leominster, MA 01453

Braintree Office

100 Grandview Road
Suite 405
Braintree, MA 02184

Cape Cod & Islands

776 Main Street
Hyannis, MA 02601

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