Marco A. Schiavo

Marco A. Schiavo

Attorney- Simmons & Schiavo, LLP- Wealth Preservation | Estate Planning | Elder Law

Accurate profile (3 sources)

Practice

Rating 4.53 stars 2 Reviews, 13 Recommendations

Practice area: Estate planning, Probate, Free Consultation (60 minutes)

Reviews

Recommendations

About

“I believe that 95% of my job is listening.  My objective is to address all of your concerns and accomplish your goals by providing a personalized estate plan designed to fit your specific needs which includes preserving the wealth that you have accumulated throughout the years. I am a firm believer that estate planning is not a one-time event.   As life changes, the plan should change with it.  I believe in developing lifelong relationships with my clients so that my clients view me as not just an advisor, but also a trusted friend.”
Attorney Marco A. Schiavo is one of the founding partners of Simmons & Schiavo, LLP and has been a devoted legal advisor to families since 2001. He has guided a number of families through the probate administration process and has personally witnessed the impact that the lack of a proper estate plan can have on loved ones. These experiences continually reaffirm his strong belief in the countless benefits of a well-drafted and well-implemented trust-based estate plan. A proper estate plan allows for a smooth transition in the event of the disability of a grantor and provides privacy and ease of property distribution without delay and oversight from the probate court upon the grantor’s death.
Marco’s primary focus is assisting his clients preserve the wealth that they have accumulated to pass it on to their loved ones using creditor protection trusts, estate tax minimization techniques, business succession planning and Medicaid/Long Term Care Planning. Marco handles all levels of estate planning ranging from basic plans to complex, multi-million dollar estates involving marital deduction trust planning, irrevocable life insurance trusts, stretch IRA inheritance trusts, multi-generational dynasty trusts, gifting strategies, charitable remainder trusts, special needs trusts and a number of other complex trust planning vehicles.
Marco has a passion for business; he received his Bachelor of Science Degree from Babson College with a double major in Finance and International Business Studies. At Suffolk University Law School, Marco focused his law school studies on Estate Planning and Real Estate Law.
Marco lives in Walpole with his wife and three young daughters. Marco speaks Italian and Spanish fluently. His interests include traveling, reading, hiking, and most of all, spending time with his family.

Contact

Address: 400 TradeCenterSuite 4800, Woburn, MA, USA

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