At Dennis Sullivan and Associates we help our clients meet their goals and objectives through a unique process that combines education and counseling. The process begins with an educational Trust and Asset Protection Workshops, held twice a month in Wellesley (for upcoming dates and to register, please call (800) 964-4295 or visit our workshop registration page).

The workshops are an excellent way to review existing planning, if any, and learn about legal problems that may exist, how to solve them and the options available with estate and asset protection planning.  We welcome all members of the community to attend. For those that cannot attend, please contact our office for a unique self guided 19-Point Trust, Estate and Asset Protection legal guide.                        

After the workshop or a review of the 19-Point Trust, Estate and Asset Protection legal guide, we provide a personalized review of asset protection and estate planning concerns and opportunities of each family.  At your meeting we help you develop a customized plan together that will meet your family’s goals and objectives, that may include protecting assets, avoiding probate court involvement at disability and death and minimizing the impact of state and federal taxes.

Once your plan is established we help review it annually to make sure it continues to meet your objectives even as the law, finances and personal circumstances change. We call this annual review process the Lifetime Protection Program.  As part of the program we review your planning for changes in law and circumstances and make sure your assets are coordinated with your trust. We also help create planning that will protect you if you are disabled or need nursing home care.