Practice Areas
Trusted Legal Experience
Frenette & Associates, P.C. provides a wide range of professional legal services. Working with clients throughout Brockton, MA, and surrounding areas, our services are backed by years of experience and a track record of success. We are your trusted elder law attorneys. From elder care law and estate planning to real estate law and business law, we are dedicated to putting our expertise to work and assisting you every step of the way.
Legal Services
Medicaid Planning and Elder Law
At Frenette & Associates, P.C., our goal is to protect older citizens and their assets. When nursing care becomes necessary, we can help maximize the legally available options for the transfer of assets to loved ones. Let elder law Attorney Frenette be your navigator through the elder care process. He has been a member of both NAELA and MANAELA for several years.
The rules for qualifying seniors for Medicaid/MassHealth coverage are constantly changing and subject to the rulings of administrative agencies. Attorney Frenette has over 25 years of experience in crafting Medicaid/MassHealth plans that meet the requirements of these agencies.
We provide legal guidance in:
- Preparing, filing and updating the MassHealth Applications and all required ancillary documents until a qualification is obtained
- Representing you before MassHealth at required hearings and any other representation needed before and after qualification
- Incorporating the Medicaid/MassHealth Plan into the client’s overall estate plan
- Continuing to represent the institutionalized client for the remainder of their lives to retain MassHealth coverage
Estate Planning, Trust & Probate
You may be subject to a variety of taxes at the end of your life. You need competent legal advice in order to preserve what’s left for your loved ones. This is where Frenette & Associates comes in to protect you from having too much taxation imposed on assets that could otherwise be passed down through generations with minimal tax burden.
Since inheritance can be subject to a variety of federal and state, estate, and income taxes, you need competent advice to preserve the value of your assets. This may involve gifts, trusts, powers of attorney and wills.
Things such as gifts or trusts can help protect financial assets from being dissipated by taxation after death. Call or email us today so we can discuss this further and make sure your loved ones are set up and taken care of after you pass.
Estate Administration & Probate
Trusts & Wills (Including By-Pass Credit Shelter Trusts)
Establishing comprehensive trusts and wills is fundamental to effective estate planning. At Frenette & Associates, P.C., we assist clients in drafting clear and enforceable wills that reflect their wishes and in creating trusts tailored to their specific needs. By-pass credit shelter trusts, for instance, are strategic tools designed to minimize estate taxes by allowing spouses to maximize federal estate tax exemptions. Our team ensures that these instruments are structured to provide both tax efficiency and asset protection for future generations.
Health Care Proxies & Powers of Attorney
Preparing for unforeseen circumstances is a critical aspect of estate planning. We help clients designate health care proxies to make medical decisions on their behalf if they become incapacitated. Similarly, establishing durable powers of attorney allows trusted individuals to manage financial and legal matters during periods of incapacity. Our attorneys guide clients through the process, ensuring that these documents are legally sound and align with their preferences.
Asset Protection
Safeguarding assets from potential risks is essential for preserving wealth. Our firm offers asset protection strategies that shield clients’ holdings from creditors, lawsuits, and other liabilities. By employing legal structures such as trusts and business entities, we help clients maintain control over their assets while minimizing exposure to unforeseen threats.
Charitable Trusts, GRITs, GRATs, & CRTs
For clients interested in philanthropy, we provide guidance on establishing charitable trusts and other giving vehicles like Grantor Retained Income Trusts (GRITs), Grantor Retained Annuity Trusts (GRATs), and Charitable Remainder Trusts (CRTs). These instruments not only support charitable causes but also offer tax advantages and income streams for donors. Our attorneys assist in structuring these trusts to align with clients’ charitable goals and financial plans.
Appreciated Assets
Managing appreciated assets requires careful planning to minimize tax liabilities. We advise clients on strategies for transferring assets that have increased in value, such as real estate or investments, in a tax-efficient manner. By leveraging tools like charitable donations or trust arrangements, we help clients achieve their financial objectives while mitigating capital gains taxes.
Special Needs Trusts & Supplemental Needs Trusts
Providing for loved ones with disabilities necessitates specialized planning. Our firm assists in creating Special Needs Trusts and Supplemental Needs Trusts that ensure beneficiaries receive necessary support without jeopardizing eligibility for government benefits. These trusts are tailored to meet the unique needs of each beneficiary, offering financial security and peace of mind for families.
Irrevocable Trusts
Irrevocable trusts are powerful tools for estate and tax planning. Once established, these trusts cannot be altered, offering benefits such as asset protection, estate tax reduction, and eligibility for certain government programs. We guide clients through the process of setting up irrevocable trusts that align with their long-term goals and provide lasting benefits for their heirs.
Real Estate Law
With years experience, Frenette & Associates, P.C. can handle complex real estate transactions. Our clients include purchasers, sellers, developers, commercial and residential lenders, and government units. Our firm has a long history of representing several local banks and credit unions in the Brockton area, as well as borrowers in real estate loans, limited partnership, LLC’s and real estate trusts.
We provide experienced representation for the following:
- Commercial Real Estate
- Real Estate & Construction Matters
- Residential & Commercial Closings
- Leases & Landlord/Tenant Problems
- Property Acquisition & Sale
- Advising Lenders & Borrowers
- Mortgage Loans
- Condominium Development & Operation
- Planned Unit Developments & Subdivisions
- Title Insurance
- Affordable Housing Development (Ch. 40B)
Corporate and Business Law
Frenette & Associates, P.C. represents a wide array of business clients, including industrial and service firms, manufacturers, banks and other commercial lenders, transportation and construction companies, and real estate developers. In addition, we represent the interest of numerous non-profit clients, including human service and health care providers, educational institutions, and charitable and civic organizations.
We advise our clients on:
- Buying and selling of businesses
Letters of Intent Asset Purchase Agreement
Buy/sell agreements
Employment and option arrangements
Executive compensation - Business formations
Limited Liability Companies (LLC’s)
Limited Liability Partnerships (LLP’s)
Partnerships
General Partnerships
Corporations
Professional Corporations
Massachusetts Business Trusts
- Startups, mergers, re-organizations, and liquidations
- Acquisitions and divestitures of businesses in the financing of acquisitions
- Commercial loan transactions
Secure transactions
Mortgage loans
Revolving credit lines
Letters of credit - Joint venture and partnership agreements
- Successorship of closely-held companies
- Commercial agreements
- Executive employment contracts
- Employee terminations & layoffs
For more information about our legal services, call 508-587-0531 or contact us today!
Frenette & Associates, P.C.
111 Torrey Street, Suite 1 & 2
Brockton, MA 02301
Phone: 508-587-0531
Fax: 508-586-1675
Email: david@frenetteandassociates.com
Business Hours:
Monday - Friday: 8:30 AM - 5:00 PM