It's rare for a client to so perfectly describe what drives us everyday. THIS is why we do what we do - and why we love it. Have you received a testimonial that is especially meaningful to you? If so, please share!
About us
At Borchers Trust Law, legal services are straightforward and user-friendly. We talk about subjects like Tax Code and trusts using familiar terms, free from legal jargon. We want you to feel comfortable and gain true clarity from your experience with us. Our attorneys understand family and business dynamics and propose thoughtful solutions to questions of inheritance, retirement and succession planning, wealth and property preservation, income and estate taxation, and a host of related matters. As a full-service estate planning law office, we work to provide peace of mind in good times and during life’s challenges. We are committed to personal service, using only those legal tools and techniques that suit your particular needs, goals, and personal situation. If you’ve been searching for a lawyer who will take the time to listen, answer your questions, understand your needs, and create thoughtful solutions for you, we’d welcome the chance to connect with you.
- Website
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https://borcherslaw.com
External link for Borchers Trust Law
- Industry
- Law Practice
- Company size
- 11-50 employees
- Headquarters
- Medfield, MA
- Type
- Privately Held
- Founded
- 1995
- Specialties
- Trust-Based and Fundamental Estate Planning, Elder Law, Asset Protection, Probate & Estate Administration, Business Formation and Succession Planning, Estate Tax Planning, Family Cottage Planning, Charitable Planning, Special Needs Planning, and Serving as Trustees
Locations
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Primary
Get directions
266 Main Street
Building 3, Suite 25
Medfield, MA 02052, US
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Get directions
125 N Main St
Concord, New Hampshire 03301, US
Employees at Borchers Trust Law
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Paula Nolan
Paralegal at Borchers Law, P.C.
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Tim Borchers
Professional Trustee, Estate Planning Law Specialist, AEP, CTFA, Founder, Borchers Cusano Trust Law and Northeast Private Trustees Ltd.
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Marc Cusano
Trusts and Estates Partner at Borchers Cusano Trust Law, P.C.
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Erika Schaad
Senior Legal Assistant at Borchers Trust Law Group, P.C.
Updates
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Our Firm Administrator Matthew Ritter had this takeaway from ALA's conference..."Before the conference, I looked forward to absorbing everything I could from the informative breakout sessions. What I didn't fully anticipate were the connections I would make with local and national administrators as well as a wealth of amazing exhibitors with solutions to help with every area of our business. I also can’t say enough good things about the members of the Boston Chapter who immediately welcomed me to the group and helped me navigate my first ALA conference.” Well done Association of Legal Administrators - Boston Chapter.
And that’s a wrap!! The Boston Chapter had a blast at #ALAConf2024! It was great to see so many of our chapter members in attendance, some for their first time, and wonderful to reconnect with our friends and peers across the country! We learned, we danced, and we celebrated our community and successes! We are so proud of what our chapter has accomplished this year, including the recognition of our fabulous business partner program. The value of the educational and networking opportunities at this conference, as always, is second to none. We continue to develop our administrative skills and understanding of the legal industry. Our national community is so welcoming, supportive, and strong. Boston is proud to embody all of ALA’s values at the local level, and we look forward to everything we have planned for the rest of the year! #ALAConf2024 #BostonALA #Community #WeAllofusAreALA
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Tim Borchers thoroughly enjoyed this quality conference hosted by Independent Trustee Alliance in Dallas last week - made all the better by connecting with his friend and another Massachusetts lawyer-trustee, Scott E. Squillace. His key take-away? Clients value INDEPENDENCE above all else, when they select a corporate trustee who does not also manage their money. Do you agree? Or is there something else that tops the list?
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Curious how to settle an estate with minimal headaches? Our Estate Administration Attorney Mackenzie Hager will share her lessons learned during this informative webinar hosted by our sister company, Northeast Private Trustees. Register to join us this Wednesday at 6:30pm. www.netrustees.com/events
Join us at our events | Northeast Private Trustees
https://www.netrustees.com
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If you're passionate about trust administration and client service, we have an exciting job opportunity. As Senior Trust Administrator, you can manage trust relationships, oversee account administration, and collaborate with our team to ensure client satisfaction. Requirements include a bachelor's degree (or equivalent experience) in finance or business, 3+ years of client-facing experience, and strong communication skills. Ready to make a difference? Apply now and become part of our team working with Borchers Trust law and our sister company, Northeast Private Trustees #TrustAdministrator #FinanceCareers #JoinOurTeam #MedfieldMA https://lnkd.in/dPczKprY
Senior Trust Administrator - Medfield, MA
borcherslaw.isolvedhire.com
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What's better than talking about estate planning? Doing it with a glass of wine in hand. Join Attorney Deb Hedges for a discussion about planning for estates under $4 million - and enjoy some good company. Deb will share how a comprehensive plan can protect your assets, your loved ones, and your legacy. We hope you can join us. Registration: www.borcherslaw.com/events
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As planners we need to develop and improve our communication on the usefulness of trusts, both revocable and irrevocable. Thanks for taking this on Marc Cusano at our new Learning Center or by zoom. If you or your clients would benefit from learning more about trusts, we'd love to have you join us. More info and registration: www.borcherslaw.com/events
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In the News...Jay Leno is seeking a conservatorship for his wife, who suffers from dementia. Why? To execute an estate plan. Having a plan in place well ahead of incapacity is the preferred approach. More on Jay's visit to court: https://lnkd.in/esEdQrKf Have any clients who are having trouble broaching the topic with their aging parents? Here's some suggestions to start the conversation: https://lnkd.in/ekVu6DNf
Jay Leno files for conservatorship of his wife’s estate, petition says she has dementia
nbcnews.com
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Tech...it is critical to every part of our business to have good reliable technology. Our new Learning Center was outfitted yesterday with all the tech needed to host seminars. Thanks to William Smith and Don McEachern for getting us there. Want to join us at our very first seminar in the new space? We'd love a packed house. "How to be a Good Trustee?" Feb 7 at 6:30pm In-person or zoom Hosted by our sister company Northeast Private Trustees. More info and registration here: www.netrustees.com/events
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