TP

The Sullivan Firm, P.C.

www.estateplannermass.com link_icon

Company Research Report: The Sullivan Firm P.C.



Company Overview



  • Name: The Sullivan Firm P.C.

  • Mission: To guide clients and their families through life, business, and financial decisions, serving as a lifetime advisor and counsel.

  • Founded: Specific founding date not provided.

  • Founder: Troy M. Sullivan

  • Key People:

  • Troy M. Sullivan, Founder, an estate planning and probate administration expert with over 20 years of legal experience.

  • Headquarters: 46 Middle Street, Gloucester, MA 01930

  • Number of Employees: No information is available

  • Revenue: No information is available

  • Known For: Specializing in estate planning, trusts and estates, powers of attorney, living wills, revocable living trusts, special needs trusts, asset protection, disability & pre-death planning, and post-death planning.


Products and Services



Products/Services Offered



1. Estate Planning
  • Description: Aims to make life easier for loved ones by preparing wills, trusts, healthcare documents, etc.

  • Key Features: Comprehensive planning, power of attorney, healthcare proxies, revocable and irrevocable trusts.


2. Probate
  • Description: The process of distributing a deceased individual's estate.

  • Key Features: Guidance through legal process, distribution of assets as per will or law.


3. Trust Administration
  • Description: Management of trusts as per the directives of the grantor.

  • Key Features: Oversees investment of funds, distribution of assets.


4. Special Needs Trusts
  • Description: Trusts established for individuals who are physically or mentally incapacitated.

  • Key Features: Financial security without affecting government benefits.


5. Business Succession Planning
  • Description: Strategies for transferring business ownership and assets.

  • Key Features: Customized business continuity plans, legal documentation.


6. Life Planning
  • Description: Planning for future care to remove uncertainty.

  • Key Features: Arrangements for future health care, financial management.


7. Asset Protection
  • Description: Protects assets from loss due to lawsuits, creditors, or bankruptcy.

  • Key Features: Legal strategies to safeguard wealth.


8. Estate Tax Planning
  • Description: Avoids or minimizes estate taxes for Massachusetts and federally.

  • Key Features: Strategic legal planning, minimizes financial burden on heirs.


Recent Developments



  • Recent Developments: No specific new company partnerships or major corporate developments are mentioned.

  • New Products Launched: No information is available.

  • New Features Added: No information is available.

  • New Partnerships: No information is available.


The report outlines the core activities and expertise of The Sullivan Firm P.C., offering a focused range of services in estate planning, trust administration, and related legal areas. Despite its specialization, details on financial performance and employee count remain undisclosed. The firm's founder, Troy M. Sullivan, plays a central role in guiding the firm's mission to provide personalized legal counsel across Massachusetts.