Understanding Gifting in the Context of Estate Planning

Attorney Lindsey Cavallaro advises our clients in designing and implementing estate plans which effectively accomplish a variety of different goals, ranging from disability planning and probate avoidance to minimizing state and federal estate tax exposure. Lindsey also assists clients with various asset protection strategies, including establishing and funding LLCs or Medicaid Asset Protection Trusts.

Beyond advising clients, Lindsey oversees the estate planning process across the firm to ensure the quality of each plan. Lindsey also regularly participates in the Massachusetts Bar Elder Law Education Program, giving presentations to educate the public about the importance of a proper estate plan, and how to implement various strategies to prepare for future long-term care costs.

Prior to joining the team at Cody, Cody & McCarthy, LLC in 2020, Lindsey gained experience in the Trust and Estates field through various internships and law clerk positions specializing in estate/trust planning and administration.

Spencer is an Associate Attorney who works closely with Senior Attorneys and Partners on various matters concerning asset protection, advanced estate planning, estate and gift tax analysis, and real estate recording. His legal interests include estate planning, contracts, and gift taxation.

In 2022, Spencer began his time at Cody, Cody & McCarthy, LLC as a Law Clerk during his second year of law school and has been with the firm ever since.

In his free time, Spencer enjoys playing golf at various courses in New Hampshire and Massachusetts and is a lifelong fan of the Boston Red Sox, New England Patriots, and Boston Bruins.