loading ...

Welcome
Specializing in estate planning, elder law and probate | Our offices are conveniently located in Fall River, Massachusetts. We represent clients from all over Bristol and Barnstable Counties, the SouthCoast, and the Cape Cod regions.

Areas of Practice
With over thirty-five years of experience, we have the expertise to assist you with:
Health Care Documents
Consideration of health care issues is a delicate subject that we handle with sensitivity to your wishes.
Powers of Attorney
To ensure that your legal and financial affairs are properly administered in the event of incapacity.
Homestead Protection
To provide creditor protection for the principal residence of the Declarant.
Wills
A Will remains the cornerstone of the estate plan, providing for the distribution of your probate assets.
Trusts
A properly funded Trust enables your beneficiaries to avoid the time and expense of probate.
Estate Tax Planning
The exemption from the Massachusetts Estate Tax, a tax based upon the total value of what you own at the time of your death, is only $1,000,000.00.
Long Term Care Planning
Our expertise and experience enable us to assist families with planning for the costs of long term care and navigating the complex system of establishing eligibility for financial assistance.
Special Needs Planning
Special Needs Trusts to protect and preserve the financial eligibility of individuals with disabilities for needs based government assistance.
Estate Administration
Assistance with the probate of a Will and Administration of a Trust after the death of a loved one, which can be a daunting task.
Upcoming Events
May
14
The Southeastern MA Community Partnership
Memory Loss Awareness and Resource Event
Wednesday, May 14, 2025 at 11:00 AM
Westport Council on Aging, 75 Reed Road, Westport, MA
Please call 508-636-1026 to register
Lunch to follow program
Learn about memory loss, what could be causing it (it’s not always dementia) and what local resources are available to you and how to get connected. Please pre-register so we can plan accordingly. Thank you!
May
20
Lunch and Learn: Ask the Experts
Tuesday, May 20, 2025 at 11:30 AM
Raynham COA, 2215 King Philip Street, Raynham, MA
Contact Erin Medeiros at 508-824-2740 to reserve a seat
A panel discussion hosted by Oasis Senior Advisors featuring:
Jane E. Sullivan, Esq. Estate Planning and Elder Law Attorney
Jim Monti, Owner and Advisor at Oasis Senior Advisors
Jennifer Goddard, Financial Advisor, Minsky Financial Group
June
13
A Bristol County Celebration of Seniors!
Friday, June 13, 2025, 9:00 AM - 12:00 PM
White's of Westport, 66 State Rd, Westport, MA 02790
For Breakfast Registration contact Brian Rose, Bristol County District Attorney’s Manager of Community Affairs, at 508-961-1972 or email at [email protected]
June
17
Coffee and Conversation with the Experts
Tuesday, June 17th at 10:00 AM
Lakeville COA, 1 Dear Crossing, Lakeville
Contact Lori Fahey at 508-947-7224 to reserve a seat
A panel discussion hosted by Oasis Senior Advisors featuring:
Jane E. Sullivan, Esq. Estate Planning and Elder Law Attorney
Jim Monti, Owner and Advisor at Oasis Senior Advisors
Jennifer Goddard, Financial Advisor, Minsky Financial Group
June
23
Coffee and Conversation with the Experts
Monday, June 23rd at 12:30 PM
Carver COA, 48 Lakeview Street, South Carver
Contact Alice McMahon at 508-866-4698
A panel discussion hosted by Oasis Senior Advisors featuring:
Jane E. Sullivan, Esq. Estate Planning and Elder Law Attorney
Jim Monti, Owner and Advisor at Oasis Senior Advisors
June
27
Coffee and Conversation with the Experts
Friday, June 27th at 10:00 AM
Dighton COA, 1059 Somerset Avenue, Dighton
Contact Trista Tate at 508-669-6272 to reserve a seat
A panel discussion hosted by Oasis Senior Advisors featuring:
Jim Monti, Owner and Advisor at Oasis Senior Advisors
Jane E. Sullivan, Esq. Estate Planning and Elder Law Attorney
Brendan Elliot, Financial Services Professional, Cornerstone Financial Group, LLC
July
14
Lunch and Learn: Ask the Experts
Monday, July 14, 2025 at 11:30 AM
Taunton COA, 30 Olney Street, Taunton, MA
Contact Jane Doucet at 508-821-1425 to reserve a seat
A panel discussion hosted by Oasis Senior Advisors featuring:
Jane E. Sullivan, Esq. Estate Planning Elder Law Attorney
Jim Monti, Owner and Advisor at Oasis Senior Advisors
