Experienced Massachusetts Lawyer

When it comes to estate planning, probate, tax and financial law, choosing an experienced attorney is the most important decision you will make. At Shea & Diamond, LLP, in Holliston, Massachusetts, we have the knowledge and experience needed to pursue your goals and protect your financial interests. We handle a variety of issues including estates, taxes and investments.

If you need assistance with an estate, tax or investment matter, you need experienced legal advice from an attorney you can trust. For a free initial consultation with Shea & Diamond, LLP, contact us today.

Our firm has been providing clients with experienced representation in financial matters for more than 80 years. Attorney Kevin Diamond is a Fellow of the Massachusetts Society of CPAs and has the experience to ensure that all tax implications are considered and accounted for when planning your financial future.

Probate Litigation

Preparation and experience are essential when you need to go to Court to challenge a Will which you believe is fraudulent or has been signed while lacking capacity or where the Testator was subject to undue influence; or the appointment of the Executor and/or Administrator because they are not suitable for the responsibilities. Other causes of action would be for Complaints for Instruction, Trust Reformation, or Petitions to Partition. Fee arrangements may be flexible to allow for an hourly or contingent representation.

IRS Whistleblowing Cases

With the recent changes in tax law, Congress has now encouraged and offered 15 %to 30% of any taxes recovered from Taxes collected to Whistleblowers. This is a new and sophisticated area of tax law where you may need an Attorney and CPA who is admitted to the U. S. Tax Court to best represent your interest in collecting what could be large sums of money as the minimum amount required to apply under this program is $2 million of taxes to be recovered. Attorney Diamond is both a licensed attorney and CPA within Massachusetts who is admitted to the U. S. Tax Court.

Probate and Estate Tax Returns

Choosing our firm for your probate and estate tax needs eliminates the need to hire another professional to prepare your estate tax returns. As a Fellow of the Massachusetts Society of CPAs, attorney Kevin Diamond can handle all legal and tax matters associated with the probate process. These issues can be complex. The experience we bring to these issues can greatly benefit your estate.

Wills and Estate Planning

Make sure your assets will be there for you when you need them. We help people plan their estates, using all available tools including wills and trusts. Having an estate plan in place will help you ensure your assets will be passed on according to your wishes.

Investment Fraud

We handle a wide variety of investment fraud issues for our clients in the Boston area including:

Unsuitability
Fraud
Misrepresentation or omissions
Churning
Overconcentration
Unauthorized trading

Investment Theft Loss

Protect your finances from investment theft. We work closely with clients, helping them deduct their investment theft losses in order to protect their financial interests. We can help you work towards the recovery of your theft loss in the form of a tax refund or reduction of future tax obligations.

For your financial issues, you need a skilled attorney protecting your rights. To discuss your unique circumstances with an attorney in a free consultation, contact us today.

Kevin G. Diamond
Shea & Diamond, LLP

METRO WEST OFFICE
841 Washington St.
Holliston, MA 01746
Telephone: 508-429-6000
Fax: 508-429-1245

BOSTON OFFICE
470 Atlantic Avenue
4th Floor
Boston, MA 02110
617-620-6980