Burnett-Testa Melissa K

Lawyers Near MeRhode IslandProvidence CountyProvidenceDowntown Providence

One Citizens Plaza, Suite 530, Providence, RI 02903, USA

5.0

Jeff Sherer
  • Overview
  • (401) 429-6774
  • burnettsherer.com

Burnett-Testa Melissa K Introduce

Welcome to this detailed introduction of Melissa K. Burnett-Testa, as it would appear on a platform such as "Lawyers Near Me." This platform is designed to connect individuals with legal services in their local area, making it convenient to find attorneys who can address specific needs. Melissa K. Burnett-Testa is located at One Citizens Plaza, Suite 530, Providence, RI 02903, USA, and can be contacted via phone at (401) 429-6774 or mobile phone at +1 401-429-6774. She is associated with the firm Burnett & Sherer LLC.

Environment of Melissa K. Burnett-Testa's Practice

Melissa K. Burnett-Testa practices at One Citizens Plaza, Suite 530, in Providence, RI. One Citizens Plaza is a prominent address in Providence, often housing professional offices and businesses. This indicates a sophisticated and professional office environment. As an attorney, particularly one specializing in estate planning and probate, the office space would be designed to foster a sense of trust, confidentiality, and comfort for clients discussing sensitive financial and personal matters. Expect a well-maintained reception area, private consultation rooms, and an overall atmosphere that reflects professionalism and seriousness. The suite number suggests a well-established office within a larger commercial building, providing a secure and accessible location. Situated in Providence, the capital city of Rhode Island, the office is centrally located, making it convenient for clients from various parts of the state. This accessibility, combined with a professional setting, contributes to a positive client experience for those searching for "Lawyers Near Me." The environment would be conducive to in-depth discussions, document preparation, and the focused legal work characteristic of estate planning and administration.

Services Offered by Melissa K. Burnett-Testa

Melissa K. Burnett-Testa specializes in the areas of estate planning, trust and estate administration, and gift and estate taxation. Her practice focuses on helping clients develop and implement estate plans that balance their personal goals and family circumstances with the objective of minimizing transfer taxes. This involves a comprehensive approach to securing and distributing assets according to a client's wishes, both during their lifetime and after their passing. Her services include advising clients on various aspects of estate planning, such as the drafting of wills, creating and managing trusts (including Grantor Retained Annuity Trusts and Dynasty Trusts), and strategizing around retirement plan assets, real estate holdings, and lifetime gifting techniques. She assists clients in preserving their family assets, achieving philanthropic goals, and ensuring a tax-efficient plan for the distribution of their wealth. Melissa K. Burnett-Testa also advises clients regarding the selection of beneficiaries for retirement plans, considering tax deferral, estate tax reduction, and asset management, sometimes incorporating trusts that qualify as designated beneficiaries under IRS regulations. Her expertise extends to assisting with leveraged gifts of business interests. She has experience with creating long-term trusts designed to control the management and use of specific assets for future generations. This indicates a nuanced understanding of complex financial and familial structures, aiming to provide tailored solutions for diverse client needs within the realm of estate and probate law.

Features of Melissa K. Burnett-Testa

Melissa K. Burnett-Testa brings a wealth of experience and recognition to her practice. She has been licensed in Rhode Island since 2000, indicating over two decades of legal experience. A significant feature is her recognition by Super Lawyers, having been selected to their list from 2015 to 2025. This designation signifies that she is a top-rated practicing attorney, chosen through an extensive evaluation process that is peer-influenced and research-driven, selecting only the top 5% of attorneys. This consistent recognition over a decade speaks to a high level of professional competency and peer respect. She is also a graduate of Northeastern University School of Law, having completed her J.D. in 2000, and holds a B.A. from the University of Rochester. Her professional affiliations include being a member of the Board of Bar Examiners (since 2012, Vice Chair since 2018 for Insight), the Estate Planning Council of Rhode Island, the American Bar Association (Real Property, Probate & Trust Law section), and the Rhode Island Bar Association (Probate & Trust Committee). These memberships highlight her active involvement in the legal community and her commitment to staying current with legal developments in her specialized fields. She has also contributed to legal education through publications, including a chapter on "Estate Planning for Retirement Benefits" in "A Practical Guide to Estate Planning in Rhode Island," and has been a presenter at various events on estate planning strategies. Her notable experience includes assisting clients with complex financial transfers and drafting specialized trusts. This demonstrates a strong academic background, continuous professional development, and practical experience in handling sophisticated estate planning matters.

Promotional Information and Client Perceptions

As a highly-rated attorney, Melissa K. Burnett-Testa's primary promotional information comes from her professional accolades and detailed descriptions of her expertise. The "Super Lawyers" designation is a significant promotional tool, signaling to potential clients on "Lawyers Near Me" platforms that she is recognized among the top attorneys in her field. Her firm, Burnett & Sherer LLC, likely leverages her individual accomplishments to promote the collective strength of the practice. The detailed description of her practice areas and specific examples of her "Notable Experience," such as assisting with leveraged gifts of business interests and drafting Dynasty Trusts, serve to demonstrate her capability in handling complex and high-value estate planning scenarios. This provides concrete evidence of her expertise, which is highly appealing to potential clients seeking specialized legal services. Her educational background and extensive professional memberships further bolster her credibility. The fact that she has authored publications and given presentations on estate planning topics also positions her as a thought leader in her field, enhancing her professional image. While specific client testimonials are not provided in the input, the nature of her professional recognition and the detailed scope of her services act as a strong promotional message. For users of "Lawyers Near Me," the combination of her specialized focus, long-standing experience, and prestigious industry recognition would likely be a significant factor in considering her services for estate planning and probate needs.

Burnett-Testa Melissa K Location

One Citizens Plaza, Suite 530, Providence, RI 02903, USA

Reviews

Dec 29, 2022 · Jeff Sherer

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