Brendan Ward, Trust & Estate Attorney

Brendan Ward, Trust & Estate Attorney Estate Planning & Probate Administration Brendan is a member of the Estate Planning and Probate department. Brendan is actively involved in the community.

Brendan Ward, is an attorney at Cherry Tree Legal, PLLC, a boutique law firm focusing on Estate Planning, Probate, Real Estate Conveyancing and Real Estate Development with offices in Lynn, MA and Reading, MA. Brendan works with parents of young children and same s*x couples in planning for their families futures through appropriate Estate Planning. Regardless of the situation Brendan is dedicate

d to helping his clients through proactive planning as well as thorny family disputes. Throughout his career Brendan has had the opportunity to represent litigants in the Probate & Family Court dealing with difficult family issues in a fair and reasonable manner. Brendan is a frequent attendee at Continuing Legal Education seminars in Massachusetts and online through Wealth Counsel. Brendan also spends a great deal of time working with Financial Advisors, Accountants and Life Insurance Agents making sure his client's estate plans are adequately funded and to ensure that no stones are unturned. Brendan is a graduate of Saint John’s Prep, the University of New Hampshire and New England School of Law. Brendan has served as the President of the Board of Advisors of the Copley Society of Art Circle, a member of the Board the Marblehead Arts Association, Secretary of 01908(a group focused on providing assistance to all things Nahant), past chairman of the Finance Committee in the Town of Nahant and a past member of the Nahant Community Preservation Committee. Currently Brendan serves as the Vice President of the Board of Directors of Family & Children's Services of Greater Lynn, and is a member of the Board of Directors of the Boys & Girls Club of Lynn and is a member of the Board of Directors at the Lynn Home for the Elderly. Community involvement is deeply important to Brendan. Brendan strongly believes that "to those whom much is given, much is expected."

We’ve had questions from clients about stimulus check received in the name of deceased loved ones. Here is some guidance...
05/06/2020

We’ve had questions from clients about stimulus check received in the name of deceased loved ones. Here is some guidance from the IRS.

Federal stimulus payments sent to people who have died must be returned, the Internal Revenue Service said in new guidance released Wednesday.

If you’ve been thinking about estate planning but worried about social distancing, we have a solution. We can accomplish...
05/05/2020

If you’ve been thinking about estate planning but worried about social distancing, we have a solution. We can accomplish the entire process remotely now. Feel free to check in with us if you have any questions.

Gov. Charlie Baker signed the remote notarization bill into law Monday.

Who gets your stamp collection?Make sure your valuables, mementos, and family heirlooms are handed down to the right per...
10/24/2019

Who gets your stamp collection?

Make sure your valuables, mementos, and family heirlooms are handed down to the right person ( or organization) who will really appreciate them. Failing to memorize your wishes in a comprehensive estate plan with a will and/or trust results in intestate succession - the state’s best guess at what you would have wanted to be done with your things.

10/23/2019

Stairway to Heaven or Ave Maria?

A comprehensive estate plan can contain your wishes with as much detail as you want, including instructions for your funeral or memorial service. Make sure your family has a chance to remember and celebrate your life instead of placing the burden of arranging final plans - like what song will be playing at your funeral - on your already grieving loved ones.

Are you prepared to dance into your weekend worry free?
09/27/2019

Are you prepared to dance into your weekend worry free?

House Beautiful nails it on the head!
07/31/2019

House Beautiful nails it on the head!

Address

85 Exchange Street, Suite 202
Lynn, MA
01901

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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