David Cormier Email & Phone Number

Burlington, MA, US

Burlington, Massachusetts

• Cormier Law, LLC is a boutique trusts and estates law firm focused on three aspects of trust and estate law, namely, creating appropriate trust and estate documents for new and old clients, assisting clients through.
• Prepare estate planning documents including wills, health care proxies, powers of attorney (durable, springing and limited), revocable trusts, and irrevocable trusts.
• Prepare and draft deeds, purchase agreements, and buy-sell agreements.
• Prepare and draft articles of organization and by-laws for corporate entities, both for-profit and non-profit.
• Represent personal representatives in the administration of estates, both simple and complex, including representation through the probate process.
• Represent personal representatives in all areas of probate litigation, including defending against removal of fiduciary, defending accounts, petitioning for compromise of will, as well as prosecuting fiduciaries for.

• Drafted estate administration documents including initial pleadings, and accounts.
• Drafted letters of authorization for release of medical information.
• Researched issues concerning the administration of trusts and estates, predominantly focused on trust administration and fiduciary duties of trustees.
• Researched out-of-state legal causation standards and requirements for motor vehicle operators involved in accidents
• Drafted demand letters and other correspondence.

Boston

During my third year of law school I provided information, guidance, and assistance to participants, beneficiaries, plan trustees, and plan service providers concerning a number of government regulations including, ERISA, COBRA, and HIPAA which impacted their individuals retirement and/or health care plans. Additionally, I evaluated facts, researched.

Jd, Law

B.S, Management Studies - Financial Management

Bachelor'S Degree, Finance And Financial Management Services