Whittenberg Knudsen

Lawyers Near MeMassachusettsMiddlesex CountyWakefieldEdgewater Place

401 Edgewater Pl, Wakefield, MA 01880, USA

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Discover Whittenberg Knudsen in Wakefield, MA, a law firm serving Massachusetts residents with a focus on estate planning, including wills, trusts, and special needs planning, dedicated to providing thorough and professional legal counsel.

  • Overview
  • (781) 246-3030
  • www.kbmlawfirm.com

Whittenberg Knudsen Introduce

Navigating life’s significant legal decisions, particularly those concerning your family’s future, assets, and the well-being of loved ones, demands thoughtful consideration and expert guidance. For residents throughout Massachusetts, finding a legal partner who understands the complexities of state law and offers dedicated, compassionate support is invaluable. Whittenberg Knudsen, located in Wakefield, MA, is a law firm dedicated to serving these critical needs within our local communities. They specialize in assisting individuals and families with intricate matters such as estate planning, wills, trusts, and crucially, special needs planning, all of which are essential for securing legacies and protecting vulnerable family members. Understanding the firm's approach, areas of expertise, and commitment to their clients can help you determine if they are the right legal partner for your specific circumstances.

Whittenberg Knudsen (which appears to be part of the firm Knudsen, Burbridge & Manchur, P.C., with Attorney Jamie Knudsen being a key figure focused on estate, tax, and charitable planning) works diligently to guide clients through the often-complex legal landscape of estate planning and related areas. Their goal is to provide clear, actionable advice to help individuals and families in Massachusetts make informed decisions about their assets, their future, and the long-term care of family members, especially those with special needs. This article aims to offer a factual and informative overview of Whittenberg Knudsen, detailing their services, accessibility for local clients, and other key aspects that define their practice, enabling Massachusetts residents to learn more about this local legal resource.

Location and Accessibility

Whittenberg Knudsen is conveniently situated at 401 Edgewater Pl, Wakefield, MA 01880, USA. This address places the firm within a professional and easily accessible commercial area in Wakefield, making it a practical choice for clients residing in Wakefield and the surrounding communities across Massachusetts. The Edgewater Place location is recognized for its ease of access and professional environment, designed to accommodate clients seeking legal services.

For those traveling by car, the area typically offers ample parking options, which contributes to a hassle-free visit for scheduled appointments. The firm's location is also strategically positioned to be accessible from major roadways in Massachusetts, allowing clients from various parts of the state to reach their office with relative ease. Whether you are coming from nearby towns in the North Shore region or from other areas within the broader Massachusetts landscape, the Wakefield office of Whittenberg Knudsen is set up to be a convenient and reachable destination for your legal needs. This commitment to accessibility is vital for ensuring that clients can comfortably connect with their legal counsel regarding sensitive and important matters.

Services Offered

Whittenberg Knudsen (operating as part of Knudsen, Burbridge & Manchur, P.C.) focuses on key areas of law that are essential for individuals and families planning for their future, managing their assets, and ensuring the well-being of all family members. Their primary areas of practice include:

  • General Estate, Tax, and Charitable Planning: Assisting clients in creating comprehensive plans for the distribution of their assets, advising on tax implications, and facilitating charitable giving. This involves drafting wills, establishing various types of trusts, and devising strategies to minimize estate taxes and potential probate issues.
  • Wills and Trusts: Guiding clients through the process of drafting legally sound wills that clearly articulate their final wishes regarding their property, assets, and guardianship for minor children. They also advise on the creation and administration of trusts as a means of managing assets, providing for beneficiaries, and often avoiding the probate process, offering flexibility and privacy that wills might not.
  • Special Needs Planning: A significant focus of the firm. This vital service helps families plan for the long-term financial security and care of individuals with disabilities, often involving the creation of special needs trusts to protect eligibility for government benefits while ensuring the individual's quality of life.
  • Trust Administration and Dispute Resolution: Providing extensive consultation on the proper administration of trusts and resolving disputes that may arise among beneficiaries or trustees, ensuring that the terms of the trust are honored and conflicts are managed effectively.
  • Estate and Trust Administration and Litigation: Representing executors, administrators, and beneficiaries in the probate process, which involves validating a will, settling an estate, paying debts, and distributing assets to heirs. They also handle litigation related to estates and trusts, addressing disputes and challenges that may arise during these processes.
  • Asset Protection Planning: Advising clients on strategies to protect their assets from potential creditors, lawsuits, or other financial risks, often integrated within a comprehensive estate plan.
  • Judicial Reformation of Trusts: Assisting clients when existing trusts need to be modified or reformed by court order due to changing circumstances or unforeseen issues.
  • Probate and Equity Court Representation: Providing representation in various court proceedings related to estate and trust matters, including those before probate and equity courts.

Features / Highlights

Whittenberg Knudsen (operating as part of Knudsen, Burbridge & Manchur, P.C.) offers several key features and highlights that are particularly relevant to Massachusetts residents seeking legal assistance, especially in estate and special needs planning:

  • Specialized Estate and Special Needs Planning: A core highlight is the firm's significant focus on general estate, tax, and charitable planning, with a particular emphasis on Special Needs Planning. This specialization means clients benefit from in-depth knowledge and current strategies for securing the future of individuals with disabilities while protecting their eligibility for vital benefits.
  • Experienced Attorney Jamie Knudsen: Attorney Jamie Knudsen, a shareholder of the firm, is a key figure. His background includes a Juris Doctorate from Duke University Law School and admission to practice before the Supreme Judicial Court of Massachusetts, U.S. District Court of Massachusetts, U.S. First Circuit Court of Appeals, and the U.S. Supreme Court. This extensive educational and licensing background underscores a high level of legal competence.
  • Proactive Planning to Avoid Litigation: Attorney Knudsen's goal is to help families "create estate plans that work, ultimately avoiding litigation and the slow and costly probate process." This proactive approach is a significant benefit, aiming to save clients time, stress, and expense in the long run.
  • Public Education and Seminars: Attorney Knudsen regularly participates in technical seminars and offers lectures on estate planning to the public and other professionals. This commitment to educating the community highlights a dedication to empowering clients with knowledge and understanding of their legal options.
  • Knowledge of Court Procedures and Dispute Resolution: Beyond planning, Attorney Knudsen has a background in complex personal injury, civil rights, and commercial litigation. This experience in court procedures and dispute resolution is highly beneficial for trust and estate clients who may need asset protection planning, estate, fiduciary, and tax litigation services.
  • Client-Centric Approach: While client reviews are mixed, the firm's stated focus on helping families create effective plans suggests a desire to provide personalized solutions that meet individual needs.
  • Local Massachusetts Presence: Being located in Wakefield, MA, the firm possesses an inherent understanding of local legal nuances, court systems, and community dynamics relevant to Massachusetts residents.

Promotions or Special Offers

Based on publicly available information, Whittenberg Knudsen (as part of Knudsen, Burbridge & Manchur, P.C.) offers a significant benefit for prospective clients: a FREE initial consultation. As stated on their website, "Call us: (781) 246-3030." This invitation for a free initial consultation is a valuable "promotion" for Massachusetts residents.

It provides an opportunity for individuals and families to discuss their specific legal needs, especially concerning estate planning or special needs planning, with an experienced attorney without any upfront financial commitment. During this consultation, potential clients can gain a preliminary understanding of their legal options, assess the complexities of their situation, and determine if the firm's expertise aligns with their requirements. This commitment to offering accessible initial discussions underscores their client-focused approach and willingness to engage with the community to address vital legal concerns. It allows clients to make informed decisions about their legal representation with no hidden costs or obligations for the initial discussion.

Contact Information

For Massachusetts residents seeking legal assistance, particularly in matters of estate planning, wills, trusts, and special needs planning, Whittenberg Knudsen (operating as part of Knudsen, Burbridge & Manchur, P.C.) is readily available for contact.

Address: 401 Edgewater Pl, Wakefield, MA 01880, USA

Phone: (781) 246-3030

Mobile Phone: +1 781-246-3030

Reaching out directly via phone is the most efficient way to connect with the firm, discuss your specific legal needs, and inquire about their services and the free initial consultation process. The Wakefield office provides a professional setting for clients to discuss their sensitive legal matters confidentially and conveniently.

Conclusion: Why this place is suitable for locals

For individuals and families across Massachusetts, Whittenberg Knudsen (as part of Knudsen, Burbridge & Manchur, P.C.) in Wakefield presents a highly suitable legal resource, particularly for those with needs in estate planning and crucial special needs planning. The firm’s specialized focus means that local clients benefit from deep knowledge and current strategies in these intricate areas of law, which are vital for securing assets and ensuring the well-being of loved ones.

Attorney Jamie Knudsen's extensive background, including his Duke Law education and admission to prestigious courts, demonstrates a high level of legal acumen. His stated goal of helping families create estate plans that work and avoid costly litigation underscores a client-centric philosophy aimed at long-term peace of mind. For Massachusetts residents grappling with how to effectively distribute their assets, plan for their own future, or most importantly, provide for a family member with special needs while maintaining government benefits, this specialized expertise is invaluable.

The firm's commitment to public education through seminars and lectures further highlights their dedication to empowering clients with knowledge, fostering a more informed client base. Located conveniently in Wakefield, Whittenberg Knudsen is easily accessible for many Massachusetts residents, reinforcing its role as a local and available legal partner. While it is always prudent for prospective clients to conduct their own due diligence, the firm's clear focus on essential estate and special needs planning, combined with its accessible location and experienced legal professional, makes it a strong consideration for locals seeking dedicated and knowledgeable legal assistance for some of life's most important decisions. The free initial consultation also provides a no-risk opportunity to determine if they are the right fit for your unique situation.

Whittenberg Knudsen Location

401 Edgewater Pl, Wakefield, MA 01880, USA

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