Fred Pellegrini

Estate Planning

Wills, trusts, durable powers of attorney, health care proxies, estate planning Medicaid, buy-sell agreements, estate plans for business and probate of estates, tax planning, estate tax reduction and asset protection.

Corporate Law

• Drafting corporate documents, incorporation and non-competition agreements
• Partnership Agreements
• General partnerships and limited partnerships
• Real Estate
• Residential, commercial, purchase and sale agreements and closings

Personal

• BA Industrial Communications – Emerson College – Cum Laude
• Juris Doctor – New England School of Law – Cum Laude
• Specialist in estate and financial planning, Medicaid law and corporate law
• Law practice established in dedham, MA. In 1977
• Corporate law practice includes representation of some 25 small to medium size businesses in multifaceted types of industries
• Five-year participation in legal seminar programs in Eastern MA.
• Mentor – MA Bar Association. Providing advise and consultation to attorneys in estate planning.

Named to:

• The National Directory of Who’s Who in Executives and Professionals
• The National Directory of Who’s Who in Finance and Industry
• Strathmore’s Who’s Who in American Law
• Marquis Who’s Who in American Law
• International Who’s Who of Professionals
• National Network of Estate Planning Attorneys
• International Who’s Who of Entrepreneurs

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Fred Pellegrini
30 Eastbrook Road, Suite 401
Dedham, MA. 02026

Michael L. Fay

Chairman, Private Client Department
Family Business Practice Group
Corporate and Tax Departments

Michael Fay joined Hale and Dorr LLP in 1975. A Senior Partner, he is Chairman of Private Client Department and previously served as the initial Co-Chairman of the Family Business Practice Group.

His practice is concentrated on the problems of individuals and families. He advises clients with respect to a wide range of issues relating to wills and trusts, estate planning, trust administration and fiduciary investments, charitable giving, life insurance, taxes and financial planning. He also serves as a professional trustee.

In addition, Mr. Fay deals with an array of matters relating to family-owned businesses, including business governance and control, financial structures, succession planning and its effects on family relations, and disposition of family business interests.

He is a 1971 summa cum laude graduate of Dartmouth College and a member of Phi Beta Kappa. After attending Oxford University as a Rotary Foundation Fellow, he received a J.D. in 1975 from Harvard Law School, where he was Vice Chairman of the Board of Student Advisors.

He has also been quoted in articles regarding estate planning and family business matters in The Wall Street Journal, Forbes, Financial Planning, U.S. Trust Company of New York's Private Business Advisor, The Boston Business Journal, and Massachusetts Lawyers Weekly, and has commented on such matters on National Public Radio.

He has lectured frequently regarding estate planning, related tax issues, and family business matters in seminars sponsored by the Family Firm Institute, Massachusetts Continuing Legal Education, Inc., the Massachusetts Society of Certified Public Accountants and the Massachusetts Association of Public Accountants.

Mr. Fay is a Fellow of the American College of Trust and Estate Counsel and a member of Attorneys for Family Held Enterprises. He is the first lawyer ever elected to the Board of Directors of the Family Firm Institute, the nation's largest organization dedicated to assisting family businesses. Mr. Fay is also a member of the American, Massachusetts and Boston Bar Associations. He is the Secretary of the Dartmouth Club of Greater Boston; a member of the Dartmouth Alumni Council; Secretary of the Dartmouth Educational Association; an Overseer of the Catholic Student Center at Dartmouth; and a member of the Corporation of both Partners’

Healthcare System, Inc., the parent of the Massachusetts General and Brigham and Women’s Hospitals and the Tenacre Country Day School in Wellesley.

He also serves as a member of the Hale and Dorr Corporate and Tax Departments and of the Public Service Committee.

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Michael L. Fay, Esq.
60 State Street
Boston, MA 02109

Deborah L. Anderson

Deborah L. Anderson provides estate related tax and business planning services to clients to minimize the effects of income and estate taxes.

Her practice includes the drafting of wills, estate planning trusts and charitable trusts, as well as the administration of estates and trusts.

Ms. Anderson has written and lectured for the Massachusetts Continuing Legal Education program on the topics of trusts and administration of estates.

Prior to joining the firm in 1990, Ms. Anderson gained extensive experience with tax and financial planning for closely-held corporations and real estate partnerships. She has performed pro bono work through the Volunteer Lawyers Project for the Elderly.

Ms. Anderson is admitted to practice in the Commonwealth of Massachusetts and before the U.S. District Court, District of Massachusetts. She is a member of the Boston Bar Association Estate Planning Committee and the Boston Estate Planning Council.

Practice Groups:

• Asset Protection Planning
• Charitable Giving
• Estate Administration
• Estate and Gift Tax Planning
• Executive Financial Planning

Education:

Smith College, B.A. (1977)
Suffolk University, J.D., cum laude (1982)
Boston University, LL.M. (1985)

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Nixon Peabody, LLP
101 Federal Street
Boston, MA. 02110-1832

Charles Case

Case & Rapp, LLP concentrates in estate and tax planning, wealth transfer and business succession plans, qualified retirement planning, and probate and estate administration. The firm's clientele consist of both traditional and high net worth individuals and families, closely-held business owners, current or retired professional highly compensated executives, and charitable organizations. The average value for estates in which Case & Rapp, LLP work on is between $10-30 million.

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Case & Rapp, LLP
1645 Falmouth Rd., Suite 1E
Centerville, MA 02632

Brian E. Barreira

Areas of Specialization

Brian specialized in estate planning, probate, tax planning, long-term care planning and elder law. He has diverse legal experience in such areas as:

• Counseling individuals, families and their businesses in estate planning, taxation and probate areas, including the drafting of wills, trusts, durable powers of attorney, beneficiary designations, and other instruments effectuating the lifetime and testamentary transfer of assets and the counseling of clients in connection with estate, gift, income, capital gains and generation-skipping transfer tax issues.
• Preparation of wills and revocable trusts to obtain maximum tax advantage for married couples and their families with minimum loss of control for the surviving spouse, including credit shelter or bypass trusts, marital or qualified terminable interest property trusts, and qualified domestic trusts.
• Preparation of irrevocable trusts for tax and planning purposes, including irrevocable life insurance trusts, qualified personal residence trusts, charitable remainder trusts, Medicaid income-only trusts, and special needs trusts for disabled persons.
• Long-term care and governmental benefits planning, including assisted living alternatives, group adult foster care applications, nursing home admission/transfer/discharge issues, Medicaid (i.e. MassHealth) applications/appeals and Social Security appeals.
• Counseling of clients in connection with estate and succession planning for family businesses and real estate to accomplish the transfer of interests with minimum tax consequences, including the formation of entities and buy-sell agreements between and among parties to the business.
• The representation and counseling of estates, executors, trustees, legatees, devisees, trusts, guardians, beneficiaries, conservators, agents or attorneys-in-fact under durable powers of attorney, health care agents, and holders of power of appointment.

Background

Brian has over fifteen years of experience in the fields of estate planning, probate and elder law. The first two years of his career were spent as an Estate Settlement Specialist in the Personal Trust Department of State Street Bank and Trust Company. He attained his Masters of Laws in Taxation from Boston University School of Law in 1990. A leader in the development of the specialization of elder law, Brian has served as Chair of two Committees of the American Bar Association, has been President of the Massachusetts Chapter of the National Academy of Elder Law Attorneys, and has attained the status of Certified Elder Law Attorney through the National Elder Law Foundation, where he has served on its Grading Committee. Brian has had numerous articles published in national and Massachusetts publications on probate, taxation, estate planning and elder law, especially focusing on the relationship between taxation and long-term care planning. He regularly serves as a moderator and speaker on continuing legal education programs in the fields of probate, taxation, estate planning and elder law.

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Main Office:
225 Water Street, Suite B110
Plymouth, MA 02360

Hingham Office:
175 Derby Street, Unit 17
Hingham, MA 02043

F. Keats Boyd III

Attorney F. Keats Boyd, Jr., graduated cum laude from Holy Cross College, and received his doctorate in law from Stanford University. He is admitted to the bar in Massachusetts, the US District Court of Massachusetts, the US Court of Appeals, and Supreme Court of the United States.

His legal experience has earned him a listing in "Who's Who in American Law" and the highest professional and ethical rating in Martindale-Hubbell's National Directory of Lawyers. He is a member of the American Bar Association, the ABA Section on Probate and Real Property and the Boston Estate Planning Council. Mr. Boyd is also a speaker representative for the Education Forum.

Mr. Boyd has been in private practice for nearly twenty years and concentrates in Estate Planning and Administration, Corporate and Commercial Law. As a trustee for multi-million dollar trusts, Mr. Boyd routinely handles financial and investment matters for his clients.

Attorney F. Keats Boyd, III, is also a graduate of Holy Cross College. After serving in the US Air Force as a Captain he received his doctorate cum laude from Suffolk University Law School. He is a member of the American Bar Association, Massachusetts Bar Association, ABA Section on Taxation, and MBA Probate Law Section.

Mr. Boyd has been in private practice since 1990. His practice concentrates in Estate Planning and Administration, as well as Asset Protection Planning and Planning Opportunities for Executives of High Tech Companies.

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Boyd & Boyd
1185 Falmouth Rd
Centerville, MA. 02632

Dagmar M. Pollex

Dagmar M. Pollex specializes in assisting clients and their families design life and estate plans that are customized to fit their particular needs.

Through a counseling based approach, the Law Offices of Dagmar M. Pollex works with clients to design a plan that will ensure their security and incorporate their values, goals and objectives for themselves and their beneficiaries.

Through use of a Lifetime Planning Program, the Law Office of Dagmar M. Pollex provides ongoing services and education to clients and their families, to maintain the plan and ensure that it will work as designed in future years as well. Through these enhanced services, a life and estate plan will offer much greater value to the client and their family over the long term, and at a lesser overall cost. An important result of the Lifetime Planning Program is a greatly enhanced opportunity for families to retain control over their affairs.

Some common areas of concern, which can be planned for by working with a counseling oriented attorney, are:

• How to minimize the costs of administration and taxes
• Planning ahead for long term care concerns
• Plan for continuation of a family business in a way that is fair to all family members
• Planning in second marriages
• Preservation of family privacy
• Protection of children's inheritance from divorce or creditors
• How to design a plan that encourages children to use their inheritance wisely
• Preserve their estate and provide for their future care
• Planning for grandchildren or children with disabilities
• Planning for nontraditional families
• How to protect children from disinheritance if a spouse remarries

Dagmar M. Pollex uses a team approach to planning, and works with a client's other professional Advisors to assure that all goals and objectives are met.

Dagmar M. Pollex has practiced law since 1974. She is a member of the National Network of Estate Planning Attorneys, the National Academy of Elder Law Attorneys, the New England Forum of Estate Planning Attorneys, and the Massachusetts Bar Association. She recently completed an Advanced Planning Studies Program with the Esperti Petersen Institute.

Dagmar M. Pollex is involved in various community organizations and has presented seminars to professional and community groups on a variety of estate planning topics, including basic and advanced estate planning.

Law Offices of Dagmar M. Pollex
424 Adams Street
Milton, MA. 02186

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