Cape Cod consists of 15 different villages, towns, and cities and is one of the unique historical regions of the United States. Cape Cod is home to some of the most scenic beaches in the United States and charming towns made up of historic cottages and buildings. Cape Cod juts out from the easternmost edge of Massachusetts into the Atlantic Ocean. The region is home to several towns, including the largest, Hyannis. Tourists who visit Cape Cod love catching a ferry to Martha’s Vineyard or Nantucket, which are two islands off the coast. Families who come to visit Cape Cod enjoy Yarmouth, Harwich, and Dennis, which have a relaxed and family-friendly atmosphere.
We Focus Our Practice on Estate Planning and Elder Law Matters
At Surprenant & Beneski, PC, we focus our practice on strategic planning for your peace of mind. We understand that each estate plan is unique and should reflect the individual goals of each client. Some estate plans require the creation of one or multiple trusts, while others include a will. Our skilled estate planning lawyers sit down with each client so we can thoroughly understand their financial situation, dreams, and goals.
The founding partners of our law firm are a brother and sister team who focused the law firm on estate planning after walking through an Alzheimer’s diagnosis with their grandmother. They saw how emotionally and financially stressful estate planning can become for elders who are facing health challenges and their loved ones. Our estate planning lawyers focus our practice on the following areas of estate planning and elder law:
- Estate planning for seniors
- Estate planning for young families
- Drafting foundational estate planning documents
- Probate administration services
- Trust administration
- Elder law
- Medicaid planning
- Charitable planning
- Business succession planning
- Asset protection
Cape Cod Estate and Trust Administration
One goal of estate planning is to help individuals avoid the probate process when possible. In many cases, creating a trust can benefit the estate planner as well as his or her family. Trust-based estate plans can be used to minimize the amount of estate tax an individual will need to pay. When the creator of the trust passes away, the beneficiaries of the trust will not need to go through the Massachusetts probate process, which can be expensive and time-consuming. In addition to helping clients create trusts, our law firm also offers trust administration services for trustees.
Our Cape Cod Estate Planning Law Firm Works As a Team
The law firm of Surprenant & Beneski, PC is unique because all of our lawyers and staff put a high value on teamwork and customer service. Our law firm includes two partners, two associate attorneys, and case managers who also engage with clients. Regardless of which lawyer you’re working with, our clients have the benefit of working with the entire legal team. We understand that visiting a lawyer’s office can sometimes be overwhelming, especially when clients are dealing with an emotionally challenging estate planning issue.
All of our lawyers and staff members are responsive to the needs of our clients. We don’t rush clients. Instead, we patiently listen to their needs and goals. Our lawyers and staff members take the time to explain the legal process to our clients so that our clients can make informed decisions with which they are comfortable. We speak to clients in an easily understandable way and offer education and information our clients need to understand the choices they’re making.
Our Cape Cod Estate Planning Clients Leave Satisfied
When you seek out a law firm to assist with your estate planning, it is essential to choose one that has a successful track record. At Surprenant & Beneski, PC, our clients have given us a 5/5 star rating on Facebook and a 4.5/5 star rating on Google. Many of our clients point out that they enjoyed our professionalism, compassion, and dedication to our clients. Our law firm focuses on helping our clients walk through difficult times. Our team is responsive to our clients’ questions and concerns. Our legal team makes it a priority to answer our clients’ emails and questions promptly.
Our Lawyers Are Certified Elder Law Attorneys in Massachusetts
Only twenty-four lawyers in the state of Massachusetts are Certified Elder Law Attorneys. Lawyers can only achieve this status only after they meet the rigorous qualifications set forth by the National Elder Law Foundation. Certified Elder Law Attorneys must spend at least 16 hours a week practicing elder law. Additionally, qualifying lawyers must participate in a certain amount of continuing legal education in the area of elder law. They must pass a serious, full-day certification examination and must receive favorable evaluations by five different elder law lawyer specialists. Importantly, Certified Elder Law Attorneys must practice integrity and remain in good standing with the Massachusetts bar exam.
Contact Our Cape Cod Estate Planning Law Firm Today
Creating your estate plan will have a serious effect on your future. Choosing an experienced lawyer to help with your estate plan will help you and your loved ones immensely. At Surprenant & Beneski, PC, our Certified Elder Law Attorneys have the experience and training necessary to help you craft a thorough and effective estate plan. Please contact our law office today to schedule your initial consultation.