myfamilyestateplanning.com
Open in
urlscan Pro
35.231.194.169
Public Scan
Submitted URL: https://estate-planning-southeastern-massachusetts.com/
Effective URL: https://myfamilyestateplanning.com/
Submission: On July 20 via api from US — Scanned from US
Effective URL: https://myfamilyestateplanning.com/
Submission: On July 20 via api from US — Scanned from US
Form analysis 1 forms found in the DOM
POST /#gf_1
<form method="post" enctype="multipart/form-data" target="gform_ajax_frame_1" id="gform_1" action="/#gf_1" data-formid="1" novalidate="">
<div class="gform-body gform_body">
<div id="gform_fields_1" class="gform_fields top_label form_sublabel_below description_below validation_below">
<fieldset id="field_1_5" class="gfield gfield--type-name gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_1_5">
<legend class="gfield_label gform-field-label gfield_label_before_complex">Your Full Name<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></legend>
<div class="ginput_complex ginput_container ginput_container--name no_prefix has_first_name no_middle_name has_last_name no_suffix gf_name_has_2 ginput_container_name gform-grid-row" id="input_1_5">
<span id="input_1_5_3_container" class="name_first gform-grid-col gform-grid-col--size-auto">
<input type="text" name="input_5.3" id="input_1_5_3" value="" aria-required="true">
<label for="input_1_5_3" class="gform-field-label gform-field-label--type-sub">First</label>
</span>
<span id="input_1_5_6_container" class="name_last gform-grid-col gform-grid-col--size-auto">
<input type="text" name="input_5.6" id="input_1_5_6" value="" aria-required="true">
<label for="input_1_5_6" class="gform-field-label gform-field-label--type-sub">Last</label>
</span>
</div>
</fieldset>
<div id="field_1_2" class="gfield gfield--type-phone gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_1_2"><label
class="gfield_label gform-field-label" for="input_1_2">Phone Number<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_phone"><input name="input_2" id="input_1_2" type="tel" value="" class="medium" aria-required="true" aria-invalid="false"></div>
</div>
<div id="field_1_3" class="gfield gfield--type-email gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_1_3"><label
class="gfield_label gform-field-label" for="input_1_3">Email Address<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_email">
<input name="input_3" id="input_1_3" type="email" value="" class="medium" aria-required="true" aria-invalid="false">
</div>
</div>
<div id="field_1_4" class="gfield gfield--type-textarea gfield_contains_required field_sublabel_below gfield--no-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_1_4"><label
class="gfield_label gform-field-label" for="input_1_4">How can we help you?<span class="gfield_required"><span class="gfield_required gfield_required_asterisk">*</span></span></label>
<div class="ginput_container ginput_container_textarea"><textarea name="input_4" id="input_1_4" class="textarea medium" maxlength="250" aria-required="true" aria-invalid="false" rows="10" cols="50"></textarea>
<div class="charleft ginput_counter gfield_description" aria-live="polite">0 of 250 max characters</div>
</div>
</div>
<div id="field_1_6" class="gfield gfield--type-honeypot gform_validation_container field_sublabel_below gfield--has-description field_description_below field_validation_below gfield_visibility_visible" data-js-reload="field_1_6"><label
class="gfield_label gform-field-label" for="input_1_6">Phone</label>
<div class="ginput_container"><input name="input_6" id="input_1_6" type="text" value="" autocomplete="new-password"></div>
<div class="gfield_description" id="gfield_description_1_6">This field is for validation purposes and should be left unchanged.</div>
</div>
</div>
</div>
<div class="gform_footer top_label"> <button type="submit" id="gform_submit_button_1" class="gform_button button btn btn--form d-block"
onclick="if(window["gf_submitting_1"]){return false;} if( !jQuery("#gform_1")[0].checkValidity || jQuery("#gform_1")[0].checkValidity()){window["gf_submitting_1"]=true;} "
onkeypress="if( event.keyCode == 13 ){ if(window["gf_submitting_1"]){return false;} if( !jQuery("#gform_1")[0].checkValidity || jQuery("#gform_1")[0].checkValidity()){window["gf_submitting_1"]=true;} jQuery("#gform_1").trigger("submit",[true]); }">Send
Your Information</button> <input type="hidden" name="gform_ajax" value="form_id=1&title=&description=&tabindex=0&theme=gravity-theme">
<input type="hidden" class="gform_hidden" name="is_submit_1" value="1">
<input type="hidden" class="gform_hidden" name="gform_submit" value="1">
<input type="hidden" class="gform_hidden" name="gform_unique_id" value="">
<input type="hidden" class="gform_hidden" name="state_1" value="WyJbXSIsIjQ4N2Q0NmE1ZjIwNGY0ZDQ4Y2M4NmUxODBjZDc2MTY2Il0=">
<input type="hidden" class="gform_hidden" name="gform_target_page_number_1" id="gform_target_page_number_1" value="0">
<input type="hidden" class="gform_hidden" name="gform_source_page_number_1" id="gform_source_page_number_1" value="1">
<input type="hidden" name="gform_field_values" value="">
</div>
</form>Text Content
Skip to content
Return home
Call our office 508.994.5200
View our profile on FacebookView our feed on TwitterView our firm profile on
LinkedInView our channel on YoutubeView our profile on Instagram
* Practice Areas
* Estate Planning
* Elder Law
* Trust Administration
* Medicaid/MassHealth Applications
* Special Needs Planning
* About Us
* About Us Overview
* Our Process
* Attorneys
* Daniel Surprenant, Esq., CELA
* Michelle Beneski, Esq., CELA, LLM Taxation
* Erin L. Nunes, Esq.
* Rebecca S. Spinner, Esq.
* Wendy W. Weston, Esq.
* Cierra D. Storbeck, Esq.
* Estate Planning Staff
* Ashley Algarvio
* Colin Davis
* Julie James
* Brooke Shanahan
* Estate Administration Staff
* Melinda Santos
* Dulce Esteves
* Rebecca Lorantos
* Medicaid / MassHealth Planning Staff
* Silvia Sales
* Taylor Dubois
* Client Services
* Fiorella Vance
* Cassandra Botelho
* Skyler Petter
* Support Staff
* Christa Silvieus
* Justine Marino
* Karen Leary
* Penny Berryman
* Melissa Fiola
* Katie Sprissler
* Haley Conrad
* Honoring Our Founder – Robert L. Surprenant, Esq.
* Events
* View All Events
* Resources
* Resources Overview
* Estate Planning Blog
* Estate Planning Articles
* Guides
* Guide To Handling Coronavirus for Loved Ones
* A Guide To Estate Planning For Loved Ones with Alzheimer’s/Dementia
* A Guide To Incapacity Planning
* Talking To Your Parents About Estate Planning
* Step-By-Step Guide to the Estate Planning Process
* The Probate Process
* Surprenant & Beneski Is Well-Prepared to Help You Plan Your Future
* Estate Planning Checklist for Gen-Xers
* Glossary
* Newsletter Subscription
* Video FAQs
* Resources in the Community
* Our Books
* FAQs
* New Clients
* Let’s Get Started With Estate Planning
* The Value of Our Services
* What To Expect When Working With Us
* Becoming a Client
* Request a Consultation with Surprenant & Beneski, P.C.
* Resources for Professional Advisors
* Testimonials
* Contact Us
* Contact Information
* Cape Cod Location
* New Bedford Location
* Easton Location
* Hyannis Location
* Southeastern Massachusetts Location
* Careers
Menu
Strategic Planning for
Your Peace of Mind
Contact Us Schedule an Appointment
Home
ESTATE PLANNING ATTORNEYS SERVING CLIENTS THROUGHOUT SOUTHEASTERN MASSACHUSETTS
& CAPE COD
Our offices are opened during normal business hours. We also offer virtual
appointments, in person
meetings as well as social distance meetings at all of our locations.
Estate planning may seem overwhelming and daunting, but it’s really a matter of
getting your affairs in order. Of course, no two estate plans are alike. Some
individuals may only require a will-based plan, while others may benefit from
establishing trusts. Regardless of what your needs may be, the best way to plan
for your future, protect your interests, and provide for your loved ones is to
consult a trustworthy estate planning attorney
Surprenant & Beneski, P.C. is a premier estate planning and elder law practice
serving clients in Southeastern Massachusetts, Cape Cod and the Islands. Our
lead partners, Daniel Surprenant and Michelle Beneski, are certified as elder
law attorneys by the National Elder Law Foundation, 2 of only 24 CELA attorneys
practicing in Massachusetts. This distinction makes our firm uniquely qualified
to handle all of your estate plan. When you become our client, you will have
peace of mind knowing that your future, your family, and your wealth are in good
hands.
Our Practice Areas
ESTATE PLANNING
Estate planning can help to achieve a number of important objectives, not the
least of which are preserving your wealth, providing for your loved ones, and
planning for long-term care. Regardless of your financial status or family
circumstances, the best way to protect your assets and your legacy is to consult
an experienced estate planning attorney.
Learn About Estate Planning
ESTATE & TRUST ADMINISTRATION
At Surprenant & Beneski, P.C., our team of estate planning attorneys help
clients navigate the complicated trust administration process in Massachusetts.
In addition to providing advice and guidance to trustees, our team also works to
protect the rights of beneficiaries.
Learn About Estate & Trust Administration
ELDER LAW
As our society ages, more individuals will face unique challenges regarding
their estates, the cost of long-term care, and other financial concerns. The
practice of elder law, which encompasses estate planning, long-term care
planning, guardianships, and other aspects of law, is dedicated to helping
elders and their loved ones meet these challenges.
Learn About Elder Law
SPECIAL NEEDS PLANNING
If you are caring for a child or young adult with a disability, you likely have
concerns about their future when you are no longer around to provide for them.
Individuals with special needs often receive public benefits such as Social
Security disability benefits and Medicaid (MassHealth), however, receiving an
inheritance could jeopardize their benefit status.
Learn About Special Needs Planning
BUSINESS SUCCESSION
According to the U.S. Census Bureau, about 90 percent of businesses in the U.S.
are family-owned or controlled, many of which may not be prepared for the
owner’s sudden death, illness or retirement. Given the fact that no business can
survive without a capable leader at the helm, the best way to protect your
family-run or closely-held business is by establishing a business succession
plan.
Learn About Business Succession Planning
WHY DO I NEED AN ESTATE PLAN?
Some people think they don’t need an estate plan because they don’t own
property, are unmarried or don’t have children. Nonetheless, everyone has an
“estate,” which means that estate planning is for everyone. It’s also the
responsible thing to do. Without an estate plan, your property will be managed
and distributed according to the intestacy laws of Massachusetts, which will
likely not agree with your wishes.
At Suprenant & Beneski, P.C., we will work collaboratively with you to design an
estate plan that suits your unique needs and helps achieve your objectives. When
you partner with us, we will take the stress out of the process and provide you
with guidance when you need it most.
We start by gaining an understanding of your estate — real estate, investments,
retirement plans, insurance — and then help to build your support team —
healthcare agent, guardian, executor, trustee. We are committed to helping you
protect your interests and provide for your loved ones.
Our team has extensive experience drawing up a wide variety of essential estate
planning documents, including:
* Last Will and Testament (Will)
* Revocable Living Trust
* Irrevocable Trust (Special Needs Trust, Medicaid Trust)
* Durable Power of Attorney
* Advance Medical Directive (“Healthcare Proxy”)
* Living Will
Estate planning requires the experience and expertise that our CELA attorneys
and winning legal team provide. We are keenly aware that planning for the future
and confronting your own mortality is never easy, but a well-conceived estate
plan is really about preserving your wealth today so that you are prepared for
tomorrow.
Additionally, we provide ongoing counsel so that you can seamlessly handle
life’s transitions — getting married, starting a family, acquiring property,
accumulating wealth, and retiring. Estate planning is not about the destination,
but rather the journey, and we will be there for you every step of the way.
Above all, our guiding principle is to always put your best interests first.
WHAT IS ELDER LAW?
As our society ages, more and more elders and their families must confront the
difficult challenges of aging — declining health, long-term care planning, asset
protection and a number of other concerns. Our elder law attorneys will address
these concerns and help you manage these challenges so that you can enjoy your
golden years and age with dignity.
Learn More About Elder Law
LONG-TERM CARE PLANNING
By failing to plan for both medical and non-medical needs, the exorbitant costs
of long-term care can easily deplete your savings. Whether you require
non-skilled care to assist with daily tasks such as dressing, feeding, shopping
and light housekeeping, or your needs require skilled nursing care, working with
our certified elder law attorneys will give you comfort knowing that all of your
needs will be met. We will provide you with knowledge and compassion as we
explore all your options, such as obtaining long-term care insurance, selecting
a skilled nursing facility, and qualifying for vital public benefits such as
Social Security and Medicaid.
MEDICAID PLANNING
Medicaid is a joint federal-state program that provides medical assistance to
low-income individuals, and those who are 65 or older, however, you may not
qualify because your financial resources exceed the eligibility threshold. Our
elder law attorneys can structure a Medicaid Trust that protects your home and
assets while preserving your eligibility for this vital benefit.
Ultimately, it takes our skilled and compassionate elder law attorneys to help
you and your family manage the challenges of aging. We will earn your trust by
providing you with advice and guidance so that you can make the best decisions.
The Informed Choice in Estate
Planning & Elder Law
The two biggest estate planning mistakes that people make are not formulating a
plan or waiting until it’s too late to plan their estate. In fact, more than 60
percent of Americans do not even have a basic will. As daunting as estate
planning may be, why not start planning your estate today?
At Surprenant & Beneski, P.C., we provide a powerful combination of knowledge,
skills, and expertise and will help you navigate the process. Regardless of your
family or financial status, we will tailor an estate plan to your unique
circumstances.
Working with our experienced estate planning & elder law attorneys will provide
you with immeasurable benefits, such as:
* Cost savings for future needs (avoid cost of conservatorship, guardianship,
etc.)
* Tax minimization / avoidance
* Probate cost avoidance
* Proper documentation to facilitate your healthcare in the case of incapacity
* Preservation of your legacy
Although the value of estate planning may seem intangible right now, you are
investing today to protect everything you value for tomorrow. We will help bring
order to your life and alleviate anxiety by providing you with cost-effective,
comprehensive estate planning services. Please reach out to our office today to
speak with our attorneys.
Planning For Myself & Long Term Care
PLANNING FOR MYSELF
There are many legal strategies involved in estate planning, including wills,
revocable living trusts, irrevocable trusts, durable powers of attorney, and
health care documents. New clients often say that they do not have an estate
plan.
Learn More About Planning For Myself
LONG TERM CARE PLANNING
There are many legal strategies involved in long term care including incapacity
planning, qualifying for public benefits, finding the right nursing home,
appointing guardianship or conservatorship and asset protection.
Learn More About Long Term Care Planning
PRINCIPAL ATTORNEYS
Daniel and Michelle are 2 of 24
Certified Elder Law Attorneys in Massachusetts
Daniel M. Surprenant, Esq.
Managing Partner
Learn More About
Daniel M. Surprenant
Michelle D. Beneski, Esq., LL.M.
Managing Partner
Learn More About
Michelle D. Beneski
CONTACT US TODAY
"*" indicates required fields
Your Full Name*
First Last
Phone Number*
Email Address*
How can we help you?*
0 of 250 max characters
Phone
This field is for validation purposes and should be left unchanged.
Send Your Information
OUR LOCATIONS
New Bedford
35 Arnold Street, New Bedford, MA 02740
Easton
45 Bristol Drive, Easton, MA 02375
Hyannis
336 South Street, Hyannis, MA 02601
Phone
Call our office 508.994.5200
Signup For Our Weekly Email Newsletter
NEW BEDFORD
35 Arnold Street
New Bedford, MA 02740
EASTON
45 Bristol Drive
Easton, MA 02375
HYANNIS
336 South Street
Hyannis, MA 02601
© 2024 Surprenant & Beneski, PC | Tel: Call our office 508.994.5200 | Disclaimer
| Privacy Policy | Attorney Website by Omnizant
Website developed in accordance with Web Content Accessibility Guidelines 2.0.
If you encounter any issues while using this site, please contact us:
508.994.5200
Return home
Call our office 508.994.5200
* Practice Areas
* Estate Planning
* Elder Law
* Trust Administration
* Medicaid/MassHealth Applications
* Special Needs Planning
* About Us
* About Us Overview
* Our Process
* Attorneys
* Daniel Surprenant, Esq., CELA
* Michelle Beneski, Esq., CELA, LLM Taxation
* Erin L. Nunes, Esq.
* Rebecca S. Spinner, Esq.
* Wendy W. Weston, Esq.
* Cierra D. Storbeck, Esq.
* Estate Planning Staff
* Ashley Algarvio
* Colin Davis
* Julie James
* Brooke Shanahan
* Estate Administration Staff
* Melinda Santos
* Dulce Esteves
* Rebecca Lorantos
* Medicaid / MassHealth Planning Staff
* Silvia Sales
* Taylor Dubois
* Client Services
* Fiorella Vance
* Cassandra Botelho
* Skyler Petter
* Support Staff
* Christa Silvieus
* Justine Marino
* Karen Leary
* Penny Berryman
* Melissa Fiola
* Katie Sprissler
* Haley Conrad
* Honoring Our Founder – Robert L. Surprenant, Esq.
* Events
* View All Events
* Resources
* Resources Overview
* Estate Planning Blog
* Estate Planning Articles
* Guides
* Guide To Handling Coronavirus for Loved Ones
* A Guide To Estate Planning For Loved Ones with Alzheimer’s/Dementia
* A Guide To Incapacity Planning
* Talking To Your Parents About Estate Planning
* Step-By-Step Guide to the Estate Planning Process
* The Probate Process
* Surprenant & Beneski Is Well-Prepared to Help You Plan Your Future
* Estate Planning Checklist for Gen-Xers
* Glossary
* Newsletter Subscription
* Video FAQs
* Resources in the Community
* Our Books
* FAQs
* New Clients
* Let’s Get Started With Estate Planning
* The Value of Our Services
* What To Expect When Working With Us
* Becoming a Client
* Request a Consultation with Surprenant & Beneski, P.C.
* Resources for Professional Advisors
* Testimonials
* Contact Us
* Contact Information
* Cape Cod Location
* New Bedford Location
* Easton Location
* Hyannis Location
* Southeastern Massachusetts Location
* Careers
Menu
×
* Practice Areas
* Estate Planning
* Elder Law
* Trust Administration
* Medicaid/MassHealth Applications
* Special Needs Planning
* About Us
* About Us Overview
* Our Process
* Attorneys
* Daniel Surprenant, Esq., CELA
* Michelle Beneski, Esq., CELA, LLM Taxation
* Erin L. Nunes, Esq.
* Rebecca S. Spinner, Esq.
* Wendy W. Weston, Esq.
* Cierra D. Storbeck, Esq.
* Estate Planning Staff
* Ashley Algarvio
* Colin Davis
* Julie James
* Brooke Shanahan
* Estate Administration Staff
* Melinda Santos
* Dulce Esteves
* Rebecca Lorantos
* Medicaid / MassHealth Planning Staff
* Silvia Sales
* Taylor Dubois
* Client Services
* Fiorella Vance
* Cassandra Botelho
* Skyler Petter
* Support Staff
* Christa Silvieus
* Justine Marino
* Karen Leary
* Penny Berryman
* Melissa Fiola
* Katie Sprissler
* Haley Conrad
* Honoring Our Founder – Robert L. Surprenant, Esq.
* Events
* View All Events
* Resources
* Resources Overview
* Estate Planning Blog
* Estate Planning Articles
* Guides
* Guide To Handling Coronavirus for Loved Ones
* A Guide To Estate Planning For Loved Ones with Alzheimer’s/Dementia
* A Guide To Incapacity Planning
* Talking To Your Parents About Estate Planning
* Step-By-Step Guide to the Estate Planning Process
* The Probate Process
* Surprenant & Beneski Is Well-Prepared to Help You Plan Your Future
* Estate Planning Checklist for Gen-Xers
* Glossary
* Newsletter Subscription
* Video FAQs
* Resources in the Community
* Our Books
* FAQs
* New Clients
* Let’s Get Started With Estate Planning
* The Value of Our Services
* What To Expect When Working With Us
* Becoming a Client
* Request a Consultation with Surprenant & Beneski, P.C.
* Resources for Professional Advisors
* Testimonials
* Contact Us
* Contact Information
* Cape Cod Location
* New Bedford Location
* Easton Location
* Hyannis Location
* Southeastern Massachusetts Location
* Careers
Notifications