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

Trusted Advisors

Approachable, Caring, Personal & Empathetic

Thought Leaders

Continually advancing our intellectual understanding of developments in the field, efficiency, and quality control

Exceptional Service

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.

Areas of Practice

Estate Planning

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.

Estate Administration

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

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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

Attorneys

Judith R. Mendel

jmendel@mendel-law.com

Judith R. Mendel concentrates her practice in estate planning, estate taxation planning, long-term care and disability planning and estate administration. Judy is co-editor and co-author of Drafting Estate Plans, published in 2004, and updated most recently in 2023, 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

mwolfman@mendel-law.com

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.). Matt comes to Mendel & Associates after working for over six years as a corporate fiduciary with U.S. Trust and Wells Fargo Private Bank, administrating estates and trusts for high-net-worth clients and their families. Matt is co-editor and co-author of the latest edition of Drafting Estate Plans, published in 2004, and updated most recently in 2023, by Massachusetts Continuing Legal Education (MCLE). In addition to crafting estate plans, Matt 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

wmcguire@mendel-law.com

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.

Ensure Your Legacy is Honored and Carried Out