Catherine E. Aloisi
Attorney Profile
Top Rated Elder Law Attorney in Waltham, MA
Selected to Rising Stars: 2012
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Focusing on elder law issues, Catherine E. Aloisi is an attorney at Cushing & Dolan, P.C. She handles cases across Boston and Metro West, Massachusetts and her areas of practice include trust and estate planning and asset protection.
The decisions Ms. Aloisi helps clients navigate through could have lifelong repercussions. Keeping that in mind, she customizes the solutions she develops for each person who comes to her law office. Over the course of highly detailed communication, Ms. Aloisi is able to pinpoint clients’ concerns as well as their wishes for the future. She is then able to detail a strategy that meets their needs while taking into account possible obstacles down the road.
A large part of what Ms. Aloisi does is to provide competent advice. This requires a balanced look at how to use the laws in a client’s favor. Having more than a decade of experience, Ms. Aloisi has developed sound techniques for maximizing assets and delivering solid plans.
In 1996, Ms. Aloisi graduated cum laude with a Bachelor of Arts in sociology, criminology and law from Suffolk University. She went on to earn a Juris Doctor in 2004 from Suffolk University Law School.
Today, Ms. Aloisi manages a team of attorneys and support staff, is a member of the National Academy of Elder Law Attorneys and has served as a guest speaker on estate planning topics.
- 70%Elder Law
- 30%Estate Planning & Probate
Estate Planning, Living Wills, Power of Attorney, Probate & Estate Administration, Trusts, Wills
Selections
- Super Lawyers: 2022
- Rising Stars: 2012
Additional Sources of Information About Catherine E. Aloisi
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About Catherine E. Aloisi
First Admitted: 2004, Massachusetts
Professional Webpage: https://www.cushingdolan.com/attorney/catherine-e-aloisi/
Other Outstanding Achievements
- Successfully manage a team of 4-5 attorneys and 5+ administrative and a paralegal staff that averages 10 to 15 new estate plans per week.
- Coordinate a NAELA Panel regarding the preparation of Massachusetts Estate Tax returns., 2019
- Coordinate a NAELA Panel to discuss The Tax Cuts & Jobs Act, 2018
Bar/Professional Activity
- Member, Public Policy Committee and Program Committee for NAELA
- Member, National Academy of Elder Law Attorneys (NAELA)
- Massachusetts Bar, 2004
Educational Background
- Suffolk University, B.A., cum laude, Honors: Archer Fellow, Major: Sociology Criminology & Law , 1996
Honors/Awards
- Super Lawyers Rising Star, Super Lawyers Rising Star, Super Lawyers, 2012
Scholarly Lectures/Writings
- Families develop creative strategies when an Elder can no longer afford their home or their care. I advocated that a reverse mortgage is often the best strategy but if a family decides to sell, transfer, lend, borrow, re-title, etc., they should seek legal advice and understand all the financial, legal and personal implications of the act contemplated. A wrong move could easily have terrible tax consequences, disqualify the elder for needed services or cause property to vest in unintended parties., Guest Speaker, REBA Panel on Reverse Mortgages , REBA, Attorneys, Paralegals, Elder Law, 2018
- I lectured on the use of ABLE accounts to prevent social security payments from accumulating to an amount over $2000. Explained the benefit of parents doing estate planning now so funds can be held for their children upon their death without interrupting critical public benefits and without subjecting the funds to estate recovery. Needs based benefits are adversely affected when recipients receive funds outright unless they are contributed to a (d)(4)(a) trust with a so-called pay-back provision. We also discussed the value of incapacity documents for children who may not require guardianship or conservatorship upon attaining adulthood., Guest Speaker at Evergreen School, Special Needs Trusts, Evergreen School (boarding school specializing in educating children with special needs and autism), Parents Of Special Needs Children, 2018
- Chaired an MCLE event on Preserving & Transferring Your Client’s Principal Residence, Chairperson, Preserving & Transferring Your Client’s Principal Residence, MCLE, Estate, 2014
- Speaker at the MCLE Basic Estate Planning presentation, Speaker, Basic Estate Planning, MCLE, 2011
Verdicts/Settlements
- I pushed back against MassHealth’s “rule” that annuities must name “The Commonwealth of Massachusetts” as the primary beneficiary in order to avoid being deemed disqualifying. The Board of Hearings agreed with me that this was not the intention of the 2016 Eligibility Operations Memo regarding annuities and that the language as stated in the regulation (520.007 (J)(2)) could be used without consequence., 2019
- I have effectively represented clients at MassHealth Fair Hearings. Most notably, I was successful in having birthday/holiday gifts be determined as permissible transfers, allowing a shift of all of the nursing home spouse's income to be transferred to the community spouse in order to pay for her assisted living facility, advocating that funds mistakenly run through a trust account should not be deemed trust distributions at all and defending irrevocable trusts., 2019
Pro bono/Community Service
- Provide free training services to the banking community to explain trust basics and how they relate with trust accounts with the goal of informing them to better serve and manage clients' trusts, 2022
- Community Volunteer with a group that supports building a positive community through random acts of kindness as well as ministry to the homeless and people struggling with addiction.
- Mentor, Big Brothers Big Sisters for the years 2009 thru 2014. In July 2014, my "little sister" moved into my home. I continue to parent her and encourage her as she transitions to independence.
Industry Groups
- business owners and trust beneficiaries.
- frail elders
- individuals and families of all kinds
- net wealth categories (ranging from under $1 million up to tens of millions)
- protected persons
- terminally ill
Last Updated: 7/28/2022