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Certified Elder Law Attorneys Patrick Curley and Lucy Budman from Curley Law Firm LLP. (Curley Law Firm LLP)

Estate planning expert Patrick Curley to speak at Marblehead COA

June 25, 2025 by For The Weekly News

On Wednesday, June 25, Marblehead’s Council on Aging will offer a free asset protection presentation by Certified Elder Law Attorneys Patrick Curley and Lucy Budman of Curley Law Firm LLP.

Entitled “Estate Plan Survival Kit – What you need to protect your family, your assets, and your independence as you age,” the presentation will take place at the Marblehead Council on Aging, 10 Humphrey St., at 1 p.m. and is open to the public.

“I am finding that older adults are very concerned about how the changes coming out of Washington, D.C. may impact them and their nest egg, especially if they get sick in the future,” Curley said. “Our goal is for attendees to learn concrete steps they can use to protect themselves and their home and savings against these risks.”

The presentation is offered in connection with the 2025 Elder Law Education Program, which is sponsored by the Massachusetts Bar Association (MBA) with support from the Massachusetts Chapter of the National Academy of Elder Law Attorneys (MassNAELA).

The MBA publication “2025 Elder Law Education Guide” is available to all members of the public to read or download for free online at www.massbar.org/elderlaw. At the invitation of the MBA and MassNAELA, Attorney Curley serves as a contributing author to this publication each year.

Attorneys Curley and Budman will share with attendees the strategies they can use to better protect themselves and their family, their home and savings, and their ongoing independence. The presentation will address (1) steps to help shield their home and savings against long-term care risks (2) how to avoid Guardianship, Conservatorship, and Probate (3) the pros and cons of Revocable and Irrevocable Trusts (4) recent Estate Tax law changes in MA and (5) peace of mind planning to be prepared for “what if” scenarios including nursing home care.

Attorneys Curley and Budman are two of just 26 Certified Elder Law Attorneys in the Commonwealth. Curley Law Firm LLP, which is based in Wakefield but also offers online consultations, focuses exclusively on Estate Planning and Elder Law. More information about Asset Protection Law and the speakers can be found at www.CurleyLawFirm.com.

For further information or to reserve a seat, please call the Marblehead Council on Aging at 781-631-6225.

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