Catherine E. Aloisi Esq.

E-mail MeCatherine E. Aloisi Esq.

Location:
Waltham, Massachusetts
Direct Line:
(781) 314-1914
Main Line:
(617) 523-1555 Ext. 1914
Toll Free:
(888) 759-5109
Main Fax:
(617) 523-5653
Direct fax:
(781) 314-1057
Email:

Catherine E. Aloisi began her career as a paralegal with Cushing & Dolan starting in the year 2000.  She earned her Judicial Doctorate at night from Suffolk University Law School and was welcomed as an associate in 2004.  She now manages the Elder Law Department run by Todd E. Lutsky, Esq., LL.M. Catherine is experienced in basic estate planning as well as the use of more sophisticated techniques such as annual exclusion gifts, Intentionally Defective Grantor Trusts, Irrevocable Life Insurance Trusts, GST Trusts and Dynasty Trusts. Catherine also supervises the team responsible for asset protection planning using various strategies including Medicaid Irrevocable Trusts, Annuities and Pooled Trusts.  This team is involved with the preparation and prosecution of MassHealth/Medicaid nursing home applications and, to-date, has a high rate of success.

Catherine also has experience in estate and trust administration as well as the preparation of estate and gift tax returns. Catherine enjoys her career and is ready to provide competent advice and tailored documents specific to the needs of each client.

 

Areas of Practice

  • Estate Planning
  • Elder Law

Bar Admissions

  • Massachusetts, 2004

Education

  • Suffolk University Law School, Boston, Massachusetts
    • J.D. - May, 2004
  • Suffolk University, Boston, Massachusetts
    • B.A. cum laude - May, 1996
    • Honors: Archer Fellow
    • Major: Sociology Criminology & Law

Classes/Seminars

  • Speaker, Basic Estate Planning, MCLE
  • Chairperson, Preserving & Transferring Your Client’s Principal Residence, MCLE

Honors and Awards

  • Super Lawyers Rising Star, 2012

Professional Associations and Memberships

  • National Academy of Elder Law Attorneys, Member

Pro Bono Activities

  • Mentor, Big Brothers Big Sisters
  • Community Volunteer, South Shore Community Church