Practice Areas
Our firm offers comprehensive legal services across a wide range of practice areas. Our experienced attorneys are dedicated to providing exceptional representation tailored to your specific needs.
Estate Planning
Our fundamental estate plan requires approximately two to three weeks to design, draft and implement.
- Wills and Trusts
- Powers of Attorney
- Healthcare Directives
- Estate Tax Planning
- Legacy Planning
- Family Protection Planning
Asset Protection
When it comes to protecting your assets, the little things matter. Our attorneys provide real-world advice on asset protection planning.
- Homestead Declarations
- Business Entity Formation
- Limited Liability Companies
- Family Limited Partnerships
- Asset Protection Trusts
- Creditor Protection Strategies
Business Succession
We work closely with clients who own their own businesses to develop an understanding of not just the company, but also the owner's long-term business goals.
- Business Valuation Strategies
- Ownership Transfer Planning
- Family Business Transitions
- Buy-Sell Agreements
- Tax-Efficient Transfers
- Key Employee Retention
Charitable Giving
Our attorneys provide advice on charitable giving which results in tax benefits to our clients and the gift benefit to the charity.
- Private Foundations
- Public Charities
- Charitable Remainder Trusts
- Charitable Lead Trusts
- Tax-Efficient Giving Strategies
- Philanthropic Advisory Services
Elder Law & Medicaid Planning
Many of our clients are seeking to protect their assets from the cost of long-term care (most often, nursing home costs). Our attorneys work with families to custom design a plan to protect assets that is suitable to their lifestyle.
- MassHealth Applications
- Long-Term Care Planning
- Social Security Benefits
- Healthcare Documents
- Guardianship & Conservatorship
- Public Benefits Disputes
Estate & Trust Administration
Cody, Cody & McCarthy handles all aspects of Estate Administration and assists in making sure that a decedent's wishes are carried out by the person or persons they have nominated through their Will and/or Trust.
- Asset Valuation
- Debt & Expense Payment
- Asset Distribution
- Probate Administration
- Trust Administration
- Tax Return Preparation
Special Needs & Disability Planning
At Cody, Cody & McCarthy, we understand the unique issues that arise when caring for an individual with special needs or a disability. Our attorneys work with families to ensure that the individual is represented in all capacities.
- Special Needs Trusts
- Supplemental Needs Trusts
- Public Benefits Preservation
- Healthcare Documents
- Guardianship Planning
- Financial Security Planning
Need Legal Assistance?
Contact us today to schedule a consultation with one of our experienced attorneys. We're here to help you navigate your legal challenges with expertise and compassion.
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