The firm has developed a Unique Self-Guided 19-Point Trust, Estate & Asset Protection Legal Guide to help families review their planning. Drawing from their combined experience, the attorneys at The Estate Planning & Asset Protection Law Center of Dennis Sullivan & Associates have also developed the Family Lifetime Protection Program. This program takes into account the family’s unique values, circumstances and goals, and designs customized strategies to achieve significant results, such as avoiding probate; reducing income, estate/gift and other taxes; protecting assets; preserving and increasing wealth; and helping clients provide for themselves and their families when they want, the way they want. People can learn more about reviewing or creating their own plan at a bi-monthly workshop. Just call 800-964-4295 or click here for available dates and to register.
The newest book written by the dedicated and caring professionals at the firm is the Senior and Boomer’s Guide to Health Care Reform and Avoiding Nursing Home Poverty. This book will be available on Amazon.com, Barnes & Noble, and BuyBooksOnTheWeb.com. There is a free preview available on our website, which you can access by clicking here.
Dennis B. Sullivan, Esq., LLM, CPA
Dennis B. Sullivan, Esq., LLM, CPA has over 25 years of service to individuals, families and businesses. He is a member of the AARP Legal Services Network, National Academy of Elder Law Attorneys, WealthCounsel, Elder Counsel, and the Massachusetts Society of CPA’s. He earned a Masters in Business Administration from MIT’s Sloan School of Business, a Master of Laws in Taxation from Boston University School of Law, a J.D., cum laude, from Suffolk University Law School and a B.S., summa cum laude, from Suffolk University.
Mr. Sullivan has co-authored five books on Estate, Elder Law, Asset Protection, Trust and Wealth Strategies Planning. He has also created the Successor Trustee Manual, which provides step-by-step instructions on the duties and responsibilities of being a Trustee. He has authored several articles on the tax savings, asset protection, elder law, estate planning and benefits of proactive planning, some of which have been published in Lawyer’s Weekly, Boston Business Journal and community newspapers. He also provides continuing professional education courses for professional, business, and non-profit audiences.
The five books on Estate, Asset Protection, Trust and Wealth Strategies Planning include:
- Generations: Planning Your Legacy
- Legacy Plan: Protect and Preserve Your Estate
- Living & Learning: Achieve Retirement anti-Income Security
- Estate Planning Strategies: Collective Wisdom. Proven Techniques
- The Senior and Boomer’s Guide to Health Care Reform and Avoiding Nursing Home Poverty
Greta A. Atchinson, Esq.
Greta A. Atchinson (Greta@DSullivan.com) graduated from the University of Maine School of Law in 2009 and was admitted to practice law in Massachusetts in November 2009. Attorney Atchinson dedicates her practice to helping families who are worried about losing their home and other assets to rising medical and nursing home costs, taxes, as well as the costs and time delays of the probate court process. In her spare time Greta enjoys reading, cooking, hiking with her beagles, and speaking Russian.
Josh Caswell, Esq.
Josh Caswell (Josh@Dsullivan.com) graduated from Suffolk University Law School with honors in 2012. He has dedicated his education to learning strategies to help families who are worried about losing their home and other assets to rising medical and nursing home costs, taxes, as well as the costs and time delays of the probate court process. In his spare time, Josh enjoys playing and watching sports, reading, and spending time with his wife.