Trusted and Empathetic Counsellors Guiding You on a Path to Shape Your Legacy
Law Office Specializing in Estate Planning, Estate Administration
and Long Term Care Asset Preservation Planning
The Path Forward Shouldn’t be Complex or Challenging
You will feel like you have a partner empowering you with knowledge and guidance through the estate planning process so that your wishes are understood and crystal clear.
Navigating the Estate Planning and Estate Administration Process
Approachable, Caring, Personal & Empathetic
Continually advancing our intellectual understanding of developments in the field, efficiency, and quality control
Through a multitiered, meticulous approach
We Completely Understand
For 30 years we have worked with each of our clients to help them create a strong plan for their legacy.
Typically, they will say that they have put their planning off because they thought it would be really complicated, time consuming and difficult. Our goal is to allay those concerns and deliver a plan that gives them comfort and above all ensures their legacy.
What Our Clients Say
I have worked with Judy and her team for almost 30 years, referring friends and clients alike. I have also worked with Judy as co-counsel on several matters, and she is my personal estate attorney as well. Judy is personable, calm, extremely knowledgeable and meticulous, all qualities that are needed when dealing with the “grown up” issues that are part of estate planning. I recommend Judy without reservation.
I have been a client of Mendel and Associates since 1994. Over the following years Judy, and her team, have demonstrated their commitment to making sure that the legacy for my family is crystal clear and reflects my values and priorities.
Judy and Matt have instilled in me a high level of confidence that my estate plan achieves those objectives and remains current. I can wholeheartedly endorse their competence, professionalism, and sense of caring.
Thanks again for all your help with our wills and estate planning. The whole process could not have been easier — thanks to your expertise, clear communication, and convenient process. And you were a joy to work with.
Areas of Practice
Estate planning involves the preparation of a plan to accomplish the orderly transfer of assets to and for the benefit of the client’s loved ones, the preservation of wealth, and, where appropriate, asset protection and incapacity planning.
Estate Taxation Planning
Estate taxation planning focuses on preserving assets from estate, gift, and income taxation using trusts, asset repositioning and other mechanisms.
Long Term Care/Special Needs Planning
This type of specialized planning focuses on counselling clients and their families on a variety of long-term care issues in conjunction with estate planning and estate taxation planning. This may include the protection of their assets from the cost of long-term care or assistance in creating a plan for the care and financial needs of minor and adult children with special needs.
As attorneys for an estate, we see an estate through the entire estate administration process. This may include marshalling assets, preparing the estate inventory, selling or transferring real estate or other property, trust funding, preparing and filing the estate tax return, and ultimately providing for the distribution of assets to beneficiaries.
Let us Guide You to Success
Define Your Goals
Determine the right solution with our knowledgeable team
Design & Implement Your Plan
We’ll help you do exactly what needs to be done
Peace of Mind
You’ll have confidence that your legacy will be honored
Judith R. Mendel
Judith R. Mendel concentrates her practice in estate planning, estate taxation planning, long-term care and disability planning and estate administration. Judy is the editor and co-author of Drafting Estate Plans, published in 2004, and updated most recently in 2017, by Massachusetts Continuing Legal Education (MCLE). Judy’s publications also include co-authorship of Estate and Gift Tax Planning: The Basics, published by the Massachusetts Bar Association (MBA); and Estate Planning Basics, published by MCLE.
Judy has lectured frequently before other attorneys as a faculty member for MCLE and the MBA. She is a 1984 graduate of McGill Law School in Montreal where she lived before moving to Massachusetts, has her Master of Laws degree (LL.M.) in taxation from the Boston University School of Law, and has been a member of the Massachusetts Bar since 1988.
Matthew L. Wolfman
Matthew L. Wolfman joined Mendel & Associates in 2021 and focuses his practice on Estate Planning, Estate and Trust Administration and Long Term Care/Special Needs Planning.
Matt earned his Juris Doctor (J.D.) at the Charleston School of Law and is an alumnus of Marist College, where he received his Bachelor of Arts (B.A.) in English. Often characterized as both a creative problem solver and intensely detail-oriented, Matt comes to Mendel & Associates after working for over six years as a corporate fiduciary with Bank of America and Wells Fargo Private Bank, administrating estates and trusts for high-net-worth clients and their families. Matt understands that “wealth” is more than the accumulation of assets, and he has a passion for helping people realize their personal and financial planning objectives. Matt also administers estates, handles the preparation of probate court documents and estate tax returns, and advises Personal Representatives and Trustees on their fiduciary duties. He particularly relishes the opportunity to educate clients as he works with them in navigating the probate process.
Outside of the office Matt enjoys traveling to new places, experiencing the outdoors, training in Brazilian Jiu-Jitsu, and listening to live music.
William P. McGuire
William P. McGuire joined Mendel & Associates in 2022 and focuses a great deal of his practice on probate and trust administration, which includes aggregating information, marshalling assets, and guiding clients through the complexities of estate administration. William also drafts estate plans, and particularly relishes building relationships with clients and their families through the process of estate planning.
William is an indefatigable problem solver who thoroughly enjoys his chosen practice areas, and is passionate about learning in every stage of his life and career. William recognizes that every client is unique, making attention to detail of paramount importance while guiding families throughout the probate or trust administration process.
William earned his Juris Doctor (J.D.) at The University of Massachusetts School of Law and is an alumnus of Quinnipiac University, where he received his Bachelor of Science (B.S.) in both Economics and Finance. Prior to joining Mendel & Associates, William worked in the estate planning department of a small law firm in Hanover, which ignited his passion for his profession and his life’s work.
Outside of the office, William enjoys playing piano at home, watching competitive e-sports tournaments, and fabricating furniture out of used engine parts. William also sits on the board of directors for the Taunton Area Community Table, Southeastern Residential Services Human Rights Committee, and the Department of Developmental Services Human Rights Advisory Committee.