Orsi Arone Rothenberg and Turner, LLP Congratulates our Partner, Bob Orsi, on his Retirement

Orsi Arone Rothenberg and Turner, LLP congratulates our partner, Bob Orsi, on his retirement. We thank Bob for his many years of service to the firm and to our clients, and wish him a happy and healthy retirement. We at Orsi Arone Rothenberg Turner, LLP thank our clients for allowing us to continue representing them and know that our team will continue to deliver the high caliber legal representation that our friend and colleague Bob Orsi brought to the legal profession and our firm. We remain committed to Bob’s legacy of providing our clients with unparalleled experience, knowledge and professionalism in all matters. We also welcome Allison Lane, Esq. as the new chairperson of the firm’s real estate department. If you have any questions about a real estate matter or would like to schedule a meeting with Allison, please reach out to the firm at 781-239-8900, or by email directly

Attorney Allison R. Lane Joins Orsi Arone Rothenberg Turner, LLP to Lead Real Estate Practice

“We are excited to welcome Allison to lead our real estate and business law practice and have her wealth of experience and expertise in commercial and residential real estate in a continued tradition of excellence for our clients.” – Rob Arone Attorney Allison R. Lane has over twenty-five years of experience in real estate, finance, and business law. She has a strong background in complex commercial real estate and has represented commercial lenders in high value financing transactions, including drafting loan documents, contracts and leases, and conducting due diligence. Her experience includes a wide range of knowledge and skill in commercial and residential real estate transactions and commercial lending. She has worked with many clients ranging from individuals to nonprofits to for-profit institutions. Allison has extensive knowledge and experience in the areas of condominium law as well as complex title and survey matters. She has also represented both lenders and

Your Role in a Client’s Summertime Family Gathering

Posted by Robert L. Arone Along with warmer weather and lazy days spent at the pool, summertime also often includes a family gathering, such as a Fourth of July barbecue, a family vacation, a reunion, or time spent at a family cabin or lake house. Whatever the form, in our always-on-the-go society, getting the whole family together is a rare occurrence. Clients should take advantage of this time together to discuss their estate and financial wishes with their families. As an advisor, you can help facilitate and encourage this discussion in the following ways. Meet Your Client’s Trusted Decision Makers Now You can encourage a client to discuss their estate and financial plans with their family by offering to meet with your client and their trusted decision makers now. Clients often select adult children to act in trusted decision-making roles, such as a successor trustee, executor or personal representative, or

What Will Happen If Your Clients’ Loved Ones Become Disabled?

Posted by Robert L. Arone We all plan for “just-in-case” scenarios. When packing for our week-long vacation, we throw in a rain jacket even though the weather forecast is sunny—just in case. When helping clients plan for the future, it is also important to consider what will happen just in case one of our clients’ loved ones becomes disabled. We tend to think that disability is something that affects other people. But approximately 61 million adults in the United States live with a disability—that is one in four adults.[1] And more than one in four twenty-year-olds will become disabled before reaching retirement age.[2] Disability is unpredictable, and accidents or serious physical or mental conditions, such as cancer or mental illness, can happen to anyone at any age. As helpful as it would be when advising our clients, no one has a crystal ball to see into the future. We do not know when a

Working with Co-trustees: How You Can Help

When clients select a successor trustee for their trust, they frequently choose one person to serve as a successor trustee at a time. Many attorneys continue to recommend that only a single trustee be appointed to avoid the potential for disagreements or conflicts between co-trustees during the trust administration after the trustmaker’s death or disability. This can be a prudent approach and works well in many situations. This is particularly true when the appointed trustee diligently keeps the trust beneficiaries informed about the trust administration and carefully fulfils the trustee’s responsibilities under both the law and the provisions of the trust document. However, many clients are reluctant to place the entire responsibility for trust administration on one person. As a result, it is increasingly common for a trustmaker to nominate two or more family members or friends to serve as successor co-trustees. In some cases, it may even be beneficial

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Orsi Arone Rothenberg and Turner, LLP Congratulates our Partner, Bob Orsi, on his Retirement

Attorney Allison R. Lane Joins Orsi Arone Rothenberg Turner, LLP to Lead Real Estate Practice

Your Role in a Client’s Summertime Family Gathering

What Will Happen If Your Clients’ Loved Ones Become Disabled?

Working with Co-trustees: How You Can Help

How Can We Help?

© 2024 by Orsi Arone Rothenberg Turner, LLP. All rights reserved.

Attorney Marketing by Bardorf Legal Marketing

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support@bardorfmarketing.com

Orsi Arone Rothenberg and Turner, LLP Congratulates our Partner, Bob Orsi, on his Retirement

Attorney Allison R. Lane Joins Orsi Arone Rothenberg Turner, LLP to Lead Real Estate Practice

Your Role in a Client’s Summertime Family Gathering

What Will Happen If Your Clients’ Loved Ones Become Disabled?

Working with Co-trustees: How You Can Help

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© 2024 by Orsi Arone Rothenberg Turner, LLP. All rights reserved.

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