About Karen Leary

Karen Leary is the Community Liaison and Seminar Coordinator for Surprenant & Beneski, P.C. Her job is to be out in the community, meeting people and letting them know how we can help by giving them direction and hope. She loves her job because she works with talented and kind-hearted people! Because she has aging parents and serious medical issues and has a family of my own, she knows how overwhelming it can be.

Before working for Surprenant & Beneski, P.C., she worked for AT&T where she excelled at customer service and worked in several capacities for the company. She lives with her husband, Tim, and her daughter, Katie. She loves the beach, reading, and toiling away in her flower garden.

What do you do at the firm? Try to describe in 1 – 2 sentences.

I do outreach to both the public and to other business and referral sources. My job is to educate them on who we are, what we do, how we do it, and why we do it. I want people to know that by establishing their estate plan now, they are avoiding what we call ‘crisis planning’ which is so incredibly stressful. I want them to know we can help them and provide peace of mind. I am not a salesperson. I am a wife, a mother, and a daughter who has to navigate their exact challenges.

What do you like about working at the firm?

I literally work for the best people. Period. Dan and Michelle are so caring and compassionate not only towards their clients but to all of us as their employees. They know each and every one personally and when we fall on our own hard times, they are the first ones to say, “How can we help you?” You cannot put a price on that.

If you had a theme song, what would it be?

What a Wonderful World, by Louis Armstrong.

Do you have a personal motto or favorite quote?
  • Be the change you want to see in the world. – Ghandi
  • Be the woman who fixes another woman’s crown. Without telling the world that it was crooked. – Anonymous
What do you want our clients to know about you?

I have been married 30 years to my husband, Tim. We have one daughter, Katie and a Shetland Sheepdog named Libby. I like to say that I was bred and buttered in New Bedford. I am very proud of my beautiful city and of my Portuguese heritage and how much it influenced my work ethic. My parents made incredible sacrifices to send me to private school and SMU (now UMass Dartmouth) where I graduated with a degree in Political Science and English. My interests include cooking, going to the beach and… shopping!

For many years I worked for AT&T where I excelled in customer service in various positions. I left the job I loved to become a stay-at-home Mom and to care for my mother who had severe cardiac issues. 13 years ago I applied as a part time Community Liaison and am forever grateful to Dan and Michelle for taking a chance and hiring me. As someone who had to navigate my mother’s illness and death, this is all very personal to me. I know how clients feel because I am a client. I’ve sat on the other side of that table and I know what they are going through and how they feel.

What’s your favorite local spot?

I love Downtown New Bedford! It’s my very favorite place in the world. I love the history, the architecture, and the food that represents our working waterfront and the hard-working people from all different backgrounds. I feel like Southeastern Massachusetts is a hidden gem. I love the area beaches, I love the walking trails in the woods or on the hurricane barrier, I love the farms, I love the arts and theater and so much more. The best part of where we are located, we are just a stone’s throw from Providence, Newport, the Cape, and Boston.. and all without the traffic and congestion!

Latest Articles
Pivotal Life Moments are Key to Reviewing Your Estate Plan

Written by Attorney Erin L. Nunes, Esq., Partner Estate planning needs often arise around pivotal life moments. Marriage, the birth of a child, divorce and death of a loved one tend to bring about a need for making new plans or updating a plan that was previously in place.  Here are the key elements to […]

Pivotal Life Moments are Key to Reviewing Your Estate Plan Read More
How Expertise in Elder Law Benefits your Estate Plan  

Written by Attorney Daniel M. Surprenant, Esq., CELA Within the larger subject of estate planning is the concept of elder law. Essentially, elder law is estate planning that deals with issues more common amongst the senior population. Because they regularly address these issues, elder law attorneys are not only proficient with the challenges, characteristics, and […]

How Expertise in Elder Law Benefits your Estate Plan   Read More
Exempt Assets and Countable Assets: What Can you Keep and What is at Risk?

To qualify for Medicaid, applicants must pass fairly strict tests on the amount of assets they can keep. To understand how Medicaid works, we first need to review what are known as exempt (non-countable) and non-exempt (countable) assets. Exempt assets are those which Medicaid will not take into account when a person applies for Medicaid […]

Exempt Assets and Countable Assets: What Can you Keep and What is at Risk? Read More
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35 Arnold Street, New Bedford, MA 02740
45 Bristol Drive, Easton, MA 02375
336 South Street, Hyannis, MA 02601
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