Enter legal issue and location
Catherine E. Aloisi Esq. - Waltham, MA
400 Fifth AvenueSuite 400 Waltham, MA 02451
Cushing & Dolan, P.C.
Waltham Estate Planning Lawyer
Overview
Catherine E. Aloisi began her career as a paralegal with Cushing & Dolan P.C. starting in the year 2000. She earned her Judicial Doctorate at night from Suffolk University Law School and was welcomed as an associate in 2004. She now manages the Elder Law Department run by Todd E. Lutsky, Esq., LL.M. Catherine is experienced in basic estate planning as well as the use of more sophisticated techniques such as annual exclusion gifts, Intentionally Defective Grantor Trusts, Irrevocable Life Insurance Trusts, GST Trusts and Dynasty Trusts. Catherine also supervises the team responsible for asset protection planning using various strategies including Medicaid Irrevocable Trusts, Annuities and Pooled Trusts. This team is involved with the preparation and prosecution of MassHealth/Medicaid nursing home applications and, to-date, has a high rate of success.
Catherine also has experience in estate and trust administration as well as the preparation of estate and gift tax returns. Catherine enjoys her career and is ready to provide competent advice and tailored documents specific to the needs of each client.
About Catherine E. Aloisi Esq.
Practice Areas
- Estate Planning
- Elder Law
Qualifications
Bar Admissions
- Massachusetts, 2004
Other Affiliations
- National Academy of Elder Law Attorneys (Member)
Classes and Seminars
- Speaker, Basic Estate Planning, MCLE
- Chairperson, Preserving & Transferring Your Client’s Principal Residence, MCLE
Pro Bono Activities
- Mentor, Big Brothers Big Sisters
- Community Volunteer, South Shore Community Church
Education
- Suffolk University Law School, Boston, Massachusetts, May, 2004
J.D. - Suffolk University, Boston, Massachusetts, May, 1996
B.A.
Honors: cum laude
Honors: Archer Fellow
Major: Sociology Criminology & Law
Fees
Accepts Credit Cards
Office Information
Address
400 Fifth AvenueSuite 400 Waltham, MA 02451
Phone
Fax
- 617-523-5653 (Main Fax)
- 781-314-1061 (Direct Fax)
Websites
Achievements
Other Sources of Feedback About Catherine E. Aloisi
Honors
- Super Lawyers Rising Star, 2012
When viewing a listing, consider the state advertising restrictions to which lawyers and law firms must adhere, as well as our FindLaw.com Legal Directory disclaimer. Some lawyers publish comparative information regarding the services that they provide which may be subject to specific comparative communications restrictions.
Write Your Review
Fields marked with an * are required
Map Location
How do I choose a lawyer?
Consider the following:
- Comfort Level
- - Are you comfortable telling the lawyer personal information? Does the lawyer seem interested in solving your problem?
- Credentials
- - How long has the lawyer been in practice? Has the lawyer worked on other cases similar to yours?
- Cost
- - How are the lawyer's fees structured - hourly or flat fee? Can the lawyer estimate the cost of your case?
- City
- - Is the lawyer's office conveniently located?
Not sure what questions to ask a lawyer?
Here are a few to get you started:
- How long have you been in practice?
- How many cases like mine have you handled?
- How often do you settle cases out of court?
- What are your fees and costs?
- What are the next steps?
Want to check lawyer discipline?
It is always a good idea to research your lawyer prior to hiring. Every state has a disciplinary organization that monitors attorneys, their licenses, and consumer complaints. By researching lawyer discipline you can:
- Ensure the attorney is currently licensed to practice in your state
- Gain an understanding of his or her historical disciplinary record, if any.
- Determine the seriousness of complaints/issues which could range from late bar fees to more serious issues requiring disciplinary action.