We like what we do. We choose to do this and nothing else. We enjoy the process. We are not a general practice firm. We can happily refer you to other excellent attorneys who handle divorce, personal injury, criminal defense or bankruptcy, but our areas of practice are limited. We keep our focus narrow so we can provide meaningful value to our clients.
We love our clients. We work with some fantastic people. They include business owners, academics, entrepreneurs, artists, engineers, doctors, grandparents and first-time parents. We learn from our clients and enjoy the opportunity to share what we have learned to make the process better for others.
We have experience. Our firm has been designing estate plans and administering estates and trusts for almost 40 years. Every day we see the places where the law intersects with the real world. Knowing that a document is “legally correct” is small comfort when the bank down the street won’t honor it. Our experience influences the planning decisions we make every day so our clients experience fewer “bumps” in the road.
A well-maintained estate plan does more than pass assets at the time of your death. It provides comfort and peace of mind. It ensures that you can be well cared for if you cannot care for yourself. It also provides clarity and organization for the transition of assets after your death.
When leaving an inheritance to beneficiaries, consider how best to insulate that inheritance from the risks of the outside world. Can any estate, gift, or future income tax be mitigated or avoided? Can assets be sheltered from a possible divorce or business liability? Is a beneficiary disabled and receiving public benefits? Asset protection strategies can help safeguard the resources you are passing to loved ones.
The death of a loved one can be overwhelming and confusing for those left behind. That it is why it is important to have experienced advisors who can simplify the process, answer questions, and make sure that the Decedent’s estate planning goals are fully achieved.
If you have been named as a Trustee, you should fully understand your responsibilities. Unless you are a professional, this is hard to do without seeking the advice of experienced advisors. Our Trust and Fiduciary Services team can help you make informed decisions, and assure trust beneficiaries that you are taking your responsibilities seriously and want to manage their inheritance safely and effectively.
Practicing exclusively in the areas of estate planning and estate and trust administration since 1999, Paul currently heads the Estate Planning and Elder Law practices at the firm. He also enjoys specialized planning for family owned businesses. On the trust administration side of the business, Paul frequently serves as Trustee when an independent (non-family) trustee is needed or desired.
CJ is committed to the process of estate planning and insuring that families create a plan tailored to THEIR needs and priorities. Her focus is on helping clients utilize practical solutions and making sure that the plan that exists on paper will actually work in real life. CJ’s experience heading the probate and trust administration practice gives her a unique perspective on the planning process. It’s not about the documents – it’s about making sure that the correct “tools” are available to meet the stated goals and priorities of each client.
Erin joins the firm after working in private practice and nonprofit administration. Much of her legal career has been focused on assisting clients with issues related to disabilities and special needs. She finds the area of special needs planning and elder planning particularly rewarding. Having a comprehensive and well thought out plan gives creates the peace of mind of knowing that family members will be provided for and will maintain the highest quality of life possible.
Meghan brings a unique set of skills and experience to the Sullivan & Griffith team. Prior to joining the team, Meghan worked for an independent fee-based financial advisory firm in Boston, MA. She provided clients with a comprehensive array of financial services, in addition to estate planning. Meghan believes that the key to effective wealth planning is very precise and efficient estate planning and tax strategies and understands how these areas intersect.