Seegel Lipshutz Lo & Martin, LLP. (Greenfield Planning Group)

When seeking legal expertise in the Wellesley, Massachusetts area, individuals and businesses often turn to the "Lawyers Near Me" category to find firms capable of addressing their specific needs. Seegel Lipshutz Lo & Martin, LLP., also associated with Greenfield Planning Group, presents itself as a multi-service boutique law firm with a broad range of practice areas. Located at 80 William St #200, Wellesley, MA 02481, USA, and reachable at (781) 431-7700 or +1 781-431-7700, the firm aims to provide comprehensive legal solutions, particularly focusing on helping clients manage and protect their assets.

Seegel Lipshutz Lo & Martin, LLP. has a history rooted in a shared philosophy of delivering exceptional legal services, innovative thinking, and practical solutions. The firm prides itself on being client-focused and results-oriented, built upon decades of combined experience from its founding partners, Richard L. Seegel and David M. Lipshutz, who have practiced together for over two decades. The addition of Jennifer M. Lo, Esq., as an owner further shapes the firm's current structure and capabilities. The association with "Greenfield Planning Group" suggests a possible specialization or a collaborative entity focused on specific planning services, although the primary firm name, Seegel Lipshutz Lo & Martin, LLP., indicates their broad legal offerings.

The firm's environment at 80 William Street, Suite 200, within the Wellesley Office Park, points to a professional and accessible setting. Wellesley Office Park is likely a well-established commercial complex, providing ample parking and a discreet environment for clients. This type of location typically offers modern facilities suitable for client consultations, meetings, and comprehensive legal work. The nature of their practice areas, which often involve sensitive personal and financial discussions, necessitates an atmosphere that is conducive to privacy and trust.

Seegel Lipshutz Lo & Martin, LLP. offers a diverse portfolio of services, reflecting its designation as a multi-service boutique law firm. Their key practice areas include:

• Estate Planning: This is a significant area of focus, involving the creation of strategies and documents to help clients grow, protect, and effectively distribute their personal and business assets. This likely includes wills, trusts, powers of attorney, and healthcare directives, tailored to individual client needs.
• Probate & Trust Litigation: The firm handles disputes arising from wills, trusts, and estate administration. This can involve will contests, claims of fraud or undue influence, objections to fiduciary accounts, and disputes concerning trustees and beneficiaries. They strive to resolve such conflicts while being sensitive to the financial and emotional costs for families.
• Estate & Trust Administration: Beyond planning, they assist with the complex process of administering estates and trusts after a loved one's passing, ensuring legal compliance and smooth asset transfer.
• Business Law: They provide legal guidance for businesses, likely encompassing formation, corporate governance, contracts, transactions, and dispute resolution. Their services aim to help businesses grow and protect their assets.
• Real Estate Law: This includes a range of real estate matters, which could involve residential and commercial transactions, property disputes, landlord-tenant issues, condominium liens, and land use cases like zoning appeals.
• Litigation: The firm offers comprehensive litigation services across various forums, including Superior Court, Probate Court, Land Court, and federal court, as well as arbitration. They engage in business litigation, estate and trust litigation, employment law disputes (such as discrimination, wrongful termination, and wage claims), and real estate/land use litigation. They also handle appellate practice before various courts.
• Elder Law and Long-Term Care: This crucial area involves advising older adults and their families on matters like asset protection strategies (e.g., irrevocable trusts for Medicaid/MassHealth qualification), long-term care planning, and guardianship/conservatorship issues.
• Tax: While not explicitly detailed, their work in estate planning, business, and real estate often intersects with tax considerations, suggesting they advise on tax implications within these practice areas.

A central feature of Seegel Lipshutz Lo & Martin, LLP. is their commitment to "active listening." They emphasize taking the time to understand both the analytical and emotional reasons behind a client's plans and goals. This approach aims to craft personalized solutions that precisely meet unique client needs. They value building long-lasting relationships rather than operating on a purely transactional basis, focusing on fostering partnerships with clients, their families, and other trusted advisors. This relational approach is encapsulated in their philosophy, "Together We Plan for Life®," suggesting a collaborative and enduring commitment to client well-being.

The firm also highlights its dedication to accessibility, offering various communication channels including mail, email, telephone, video conferencing, and face-to-face meetings at their conveniently located office. This flexibility aims to ensure that clients can easily connect with their legal team.

However, it is important to address the provided customer review which states: "Unethical, unprofessional law firm (specifically Jennifer Lo). I do not recommend hiring them." This direct negative feedback stands in contrast to the firm's stated commitment to professional practices and ethical standards. An objective introduction must acknowledge this review. While one negative review does not necessarily reflect the overall quality of a firm, it does highlight a client's specific dissatisfaction. In the "Lawyers Near Me" context, such a review can influence potential clients, making transparency about its existence necessary.

In terms of promotional information, the firm's emphasis on its multi-service approach, experienced attorneys, and dedication to client-centric solutions serves as a primary promotional message. Their focus on helping clients "grow, protect, and distribute their personal and business assets" clearly articulates the value they aim to provide. The detail about their expertise in various courts and forums, including appeals, indirectly promotes their litigation capabilities and experience. While specific promotional offers like free consultations are not explicitly mentioned in the available information, the firm's stated dedication to an honest appraisal of a client's situation and willingness to pursue settlement or alternative dispute resolution where it serves the client's interests can be seen as a form of client-value promotion.

The firm also promotes its internal environment, describing a dynamic and collaborative work setting where attorneys and staff thrive. This internal culture, if true, often translates into better service for clients through strong teamwork and shared expertise.

In conclusion, Seegel Lipshutz Lo & Martin, LLP., also known as Greenfield Planning Group, located at 80 William St #200, Wellesley, MA 02481, USA, and accessible at (781) 431-7700, presents itself as a comprehensive multi-service boutique law firm within the "Lawyers Near Me" category. They offer a wide array of legal services including estate planning, probate and trust litigation, estate administration, business law, real estate law, elder law, long-term care planning, and general litigation. Key features include their active listening approach, commitment to personalized solutions, and a philosophy of building long-term client relationships. While a negative review specifically mentioning "unethical, unprofessional" conduct by Jennifer Lo is present, the firm generally promotes its dedication to high professional and ethical standards, aiming to help clients effectively manage and protect their personal and business assets.