Satran & Associates

P: 508-255-5353

F: 508-255-9243

Satran & Associates

The best gift that you can give your family is to protect their financial security. Completing your estate plan is the first step in reaching that goal.

Satran & Associates was established by Neal E. Satran, Esq. in April of 1974, in Boston, MA. Through the years, we have experienced significant growth which is, in part, a function of the relative youth, diversity and vigor which our staff has provided to the firm. Our main office is now located in Orleans, MA, with satellite offices in Edgartown, Nantucket and Boston, MA.

The principal areas of practice are: Estates, Wills and Trusts, Elder Law, Estate Administration, Corporate Law and Business Succession Planning.

We believe that our continued success has depended, in part, upon the dedication, hard work and experience of both the legal and support staff. The firm enjoys the ability to rely on the particular talents of each member in attaining a greater goal - the satisfaction of our clients. The pleasant working environment at Satran & Associates allows for constant interaction amongst the staff, much to the benefit of our clients. This interaction has afforded us considerable success in the growth of our client base.

Satran & Associates has the ability to handle a great diversity of interests. Our clientele includes public corporations and commercial banks as well as individual clients and small business corporations. All clients, present and future, are assured that they will be treated in a professional, yet personal manner.

We thank you very much for your continued interest and confidence.

Our Area of Expertise

5 things to consider when planning an estate.

  1. Who will be the beneficiaries of my estate?
  2. Have I separated my residential and investment real estate?
  3. Are my financial and other assets protected from probate?
  4. If I previously created an estate plan, has it been updated recently?
  5. Have I maximized all of my estate and gift tax exemptions?

Have more questions?

Set up a free consultation today.
  • Estate Planning

    It is an unfortunate fact that 75% of all of us either have no estate planning, or planning that is out of date. This can result in the federal and state government becoming a partner in your estate. The federal estate tax rate for 2012 is 35% and the massachusetts rate is 11%, for a total of 46% of your estate. This can largely be avoided with proper estate planning, including wills and revocable trusts, so that your assets can be passed on, in an orderly way, to your heirs. Proper estate planning will also allow your heirs to avoid the Probate Court process entirely, which will save them thousands of dollars and a substantial amount of aggravation.

    Our services include:

    • Estate Planning
    • Wills & revocable trusts
    • Irrevocable Life Insurance Trusts
    • Dynasty Trusts
    • Durable powers of attorney
    • Health care proxies
    • Pre-nuptial agreements
  • Business Succession Planning

    You have spent years building your business into the success that it now enjoys. You have many good and faithful employees, possibly even family members, who could take over when you retire. But have you made any plans whatsoever to insure that the leadership team will transition to the next generation? Unfortunately 95% of all businesses have done no succession planning, and do not have a properly funded buy-sell agreement in place. This can lead to disaster for the business, and for the business owner - you.

    Our services include:

    • Stockholder Agreements
    • Partnership Agreements
    • Corporate Updating
  • Corporate Law

    All of you in business should have an attorney that you can call on for those everyday questions that affect your business. Remember, your attorney costs you nothing until you need him or her to assist you. I make it a point to never charge a client for routine questions over the telephone. There is only a cost, when actual legal work has to be done. We offer all of the services that the small and medium size business owner requires.

    Our services include:

    • Formation of business entities (corporations, LLCs)
    • Negotiating the purchase and sale of a business
    • Real estate and other leases
    • Non-compete and non-disclosure agreements
    • All types of business contracts
  • Probate Court Proceedings

    Those of you who neglected to institute proper estate planning or failed to re-title your assets to your various trusts, will unfortunately become acquainted with the Probate Court, it’s lengthy procedures and costs. Hopefully, you will have avoided this.

    Our services include:

    • Petitions for Probate
    • Petitions for Voluntary Administration
    • Probate Accountings
    • Guardianship
    • Conservatorship
  • Elder Law

    It is unfortunate that many elders delay their planning until it is too late. Nursing home costs can consume an entire estate and only advanced planning can prevent this. We hope that you or your children will take action at the earliest possible date, so that proper planning can preserve your hard earned assets for your heirs.

    Our services include:

    Medicaid planning strategies
    Deeds with life estate
    Irrevocable gift trusts
    Medicaid approved annuities and trusts

Our Team

  • Neal E. Satran

    Neal E. Satran, born in Newton, Massachusetts, August 3, 1943; admitted to the Massachusetts bar, 1969; admitted to the U.S. District Court, District of Massachusetts, 1972; admitted to the U. S. Court of Appeals, 1st Circuit, 1979.

    Education: Boston University (A.B. English Literature, 1965); New England School of Law (J.D., 1969).

    Mr. Satran lectures and writes on the subjects of Estate Planning, Business Succession Planning and Elder Law.

  • Jennifer L. Clark

    Jennifer L. Clark was born in Leonardtown, Maryland, October 25, 1972; and grew up in Northport, New York. Ms. Clark moved to Cape Cod after graduating from RIT in 1994, and opened her own photography business, now called PhotoJenic Studio, which she currently owns and operates.

    Education: Rochester Institute of Technology (BFA in Applied Photography, 1994).

    Joined Satran and Associates as a Paralegal in 2008, and has become an invaluable member of the firm.

Our Offices

  1. 4 Main Street, Orleans, MA, 02653
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  2. 404 Main Street, Centerville, MA, 02632
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  3. 282 Vineyard haven Rd., Edgartown, MA, 02539
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  4. 9 Wampanoag Way, Nantucket, MA, 02554
    At Arrowhead Nursery
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  5. 35 India St., Boston, MA, 02110
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P: 508-255-5353
F: 508-255-9243