- GuardianshipAlthough most estate plans contain similar documents: Last Will and Testament; Health Care Proxy; Durable Power of Attorney and in many cases a Trust (Revocable or Irrevocable), it is important to note that the content of the well prepared estate plan may be as diverse as the clients for whom the plan is prepared. For some, a simple plan will be sufficient to ensure that their assets are distributed in accordance with their wishes. For others, there will be a need to determine whether guardianship of minor children will be a necessary consideration. For many clients, analysis must be undertaken to determine whether guardianship or conservatorship of an adult or care for a child with special needs will mandate that more complex, sophisticated planning be undertaken, including the establishment of so-called “Special Needs Trusts”.
- Real Estate LitigationThe Melrose, Massachusetts law firm of Bell & Izzi, LLC provides superior legal representation to our clients in each area of our practice and the broad and diverse field of real estate law. We have represented thousands of clients in the purchase or sale of residential and commercial real estate throughout Middlesex, Suffolk, Essex, Norfolk, Plymouth and Barnstable Counties. In addition, we represent numerous residential and commercial lenders, ready to assist our clients with their financing needs. Our attention to detail and insightful analysis has helped our many clients to solve complex issues and achieve their goals.
- Estate PlanningIn every aspect of our estate planning practice, Bell & Izzi, LLC is committed to a thorough and complete analysis of the estate planning issues facing our clients and to the efficient preparation and implementation of a comprehensive estate plan which meets our clients’ personal objectives.
- Wills
- TrustsAs an example, after successfully resolving litigation involving a traumatic brain injury for a client and her family, our firm prepared and implemented a unique Special Needs Trust which provides for financial oversight during our client’s life and protection of her assets from governmental intrusion.
- Power of Attorney“We have been clients of Bob Bell & Lou Izzi for over ten years. On our behalf they have drafted wills, established durable powers of attorney, set up a trust and successfully represented us in litigation. In each instance we were impressed not only with their knowledge of the law, but also with their interpersonal skills. They answered all of our questions fully and made us feel very comfortable. For these reasons, they have our highest recommendation.”
- Probate