“We are excited to welcome Julie to the firm. She will make a wonderful addition to our practice.” – Rob Arone Attorney Julianne Donato brings extensive expertise to her practice, focusing on estate planning and business law. A graduate of Suffolk University Law School in 2000, she was recognized for her excellence in academics with the Jurisprudence Award in Contracts. Julianne also earned an MBA from Suffolk University Sawyer School of Management and a BA from Michigan State University, equipping her with a strong foundation in both legal and business principles. Julianne’s legal practice includes comprehensive estate planning services, such as estate tax minimization planning, special needs trusts, and revocable family trusts. She also works with business clients, offering services like entity formation, partnership agreements, and contract negotiation. Her ability to integrate estate planning into business succession strategies ensures her clients receive tailored solutions that address both personal and professional

As estate planning attorneys we help families solve difficult issues. Oftentimes issues of ethics come up, whether it is interpersonal issues within a family or how an estate planning scenario plays out. We strive to always do not only what’s right and what’s in the best interests of our clients. We are guided by a set of principles and ethics. Last week we attended an Estate Planning Strategies Conference in Anaheim California to connect with other estate planning professionals and to keep up with the latest trends and best practices in estate planning. At the conference we took part in a session on Ethics in Estate Planning. As participants we were invited to engage in ethical dilemma exercises that explored complex ethical situations. We discussed some key issues in ethics, such as ethics in financial services, how people make ethical decisions, including the way social norms influence ethical decision-making, and