Estate Planning and Elder Law Overview

Since our inception in 1965, skilled and experienced attorneys from Cummings, McClorey Davis & Acho, P.L.C. (CMDA) have offered a broad range of estate planning services to our clients. Each client is unique, and we take the time to understand their specific needs to create a plan that ensures assets accumulated during their lifetime are protected and distributed appropriately.

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Elder Law

Elder law is a growing area of the law that focuses on the legal issues that come with aging. Attorneys at Cummings, McClorey, Davis & Acho, P.L.C. (CMDA) assist clients and their relatives in decisions regarding planning to move to assisted living or a nursing home, guardianships and conservatorships. Our elder law attorneys assist clients and their families with: Accessing nursing home care should either parent need it, Care for […]

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Estate and Trusts Administration

Lawyers at Cummings, McClorey, Davis & Acho, P.L.C. (CMDA) are experienced in assisting in the administration of the estate. These services include filings with the probate court, accountings to the court and beneficiaries, notices to beneficiaries, compliance with the terms of the will or trust and preparing and filing of appropriate tax returns. There are often many opportunities to minimize or reduce taxes for the estates and the beneficiaries depending […]

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Guardianships and Conservatorships

Proper planning for an estate can include designating a family member or friend as your agent with a financial power of attorney and a medical advocate for you to assist in financial and medical decisions should you become unable to handle these affairs on your own. If a family member is unable to make financial or health care decisions due to medical conditions, a seriously illness, Alzheimer’s disease or something […]

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Non-Profit and Tax-Exempt Organizations

Attorneys at Cummings, McClorey, Davis & Acho, P.L.C. (CMDA) are involved in the creation of non-profit and tax exempt organizations to assist in non-profit activities and charitable giving for public and private purposes. Our attorneys are experienced in corporate, tax, compliance, regulatory and governmental requirements and relations. CMDA is devoted to assisting our business clients and supporting the owners’ philanthropy and desire to establish and operate non-profit and charitable organizations. […]

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Probate

Cummings, McClorey, Davis & Acho, P.L.C. (CMDA) is experienced in all areas of probate. Our team of attorneys provides assistance in the administration of an estate and the more complex issues of probate administration. What is probate? Probate is the court-supervised process of locating and determining the value of the assets owned by a deceased person, referred to as a “decedent,” paying the decedent’s final bills, estate taxes and expenses […]

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Probate Litigation

Issues are often presented as to the interpretation of the terms of a will or trust or whether someone has exercised undue influence or fraud on a decedent when they prepared their will or trust. Our attorneys are experienced in challenging the validity of a will or trust, and assisting family members who are facing being wrongfully disinherited through the fraud or undue influence of outsiders. Our probate litigators also […]

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Succession Planning for Business Owners

Lawyers at Cummings, McClorey, Davis & Acho, P.L.C. (CMDA) counsel clients on the most effective and beneficial way to conduct their business. We identify and understand each owner’s goals and objectives and work to develop a business plan during their lifetime and planning for their retirement. Our attorneys counsel and consult with our business owners in all manners which may impact their investment in their business, their retirement from their […]

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Wealth Transfer Planning

The estate planning services at Cummings, McClorey, Davis & Acho, P.L.C. (CMDA) include wealth transfer planning. We consider a number of wealth transfer planning tools and concepts when counseling and advising our high net worth clients. Our attorneys examine the needs of each individual client or family circumstance in determining how to best accomplish their intended purpose. We can assist with the following: Charitable trusts, Family generation skipping transfers, Family […]

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Wills and Trusts

Effective estate planning can eliminate uncertainties for individuals, families, and non-profit organizations. Attorneys at Cummings, McClorey, Davis & Acho, P.L.C. (CMDA) are skilled and experienced in developing estate plans that ensure the assets clients have accumulated during their lifetime are protected and distributed appropriately. Our lawyers work with clients to review their estate plan objectives, outline the alternatives and help develop an estate plan that meets their needs using wills, […]

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