The Heritage Law Group

Description

Address: 400 Trade Center, Woburn, MA 01801 Hours: Open ⋅ Closes 6PM Friday9AM–6PMSaturdayClosedSundayClosedMonday9AM–6PMTuesday9AM–6PMWednesday9AM–6PMThursday9AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (617) 299-6976Place name: : : Website: : : : : Category: Website: http://www.maheritagelawcenter.com/ Category: Estate Planning Attorney Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of The Heritage Law Center Posting publicly on the Web Write a review Reviews 2 Google reviews

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The Heritage Law Group Employees

Employee
Years
Job
Industry
Terry Kane Terry Kane San Francisco Bay Area Details
Terry Kane's The Heritage Law Group Experience 1995 - 2003
Job Senior Trust Officer at Fremont Bank
Industry Banking
Experience
Fremont Bank  April 2014 - Present
Lincoln Law School   1993 - Present
San Jose Conservation Corps  1992 - Present
First Republic Bank  October 2010 - April 2014
U.S. Trust   July 2009 - October 2010
Wells Fargo Bank  December 2005 - December 2008
the Heritage Law Group   1995 - 2003
Ferrari, Alvarez, Olsen Ottoboni   1986 - 1995
Southern California Savings   1983 - 1986
Overton, Lyman Prince   1981 - 1983

Skills
Trust Services, Estate Planning, Corporate Law, Commercial Litigation, High Net Worth..., Wealth Management..., Tax Law, Tax, Wills, Litigation, Securities, Wealth, Estate Tax Planning, Trusts, Wealth Management, Estate Administration, Investment Management, Private Banking, Asset Allocation

Education
USC Gould School of Law   1977 — 1980
J.D., Law

University of Oxford   1975 — 1977
M. Phil, Economics

Santa Clara University   1972 — 1975
B. Sc., Economics

Stephanie Bellegarde Stephanie Bellegarde Melbourne, Florida Area Details
Stephanie Bellegarde's The Heritage Law Group Experience February 2011 - July 2011
Job Legal Assistant at C.S. Hansley, LLC
Industry Legal Services
Experience
C.S. Hansley, LLC   September 2013 - Present
Smart Teacher Smart Student   September 2012 - Present
The Heritage Law Group   February 2011 - July 2011

Skills
Medicaid, Legal Research, Estate Planning, Wills, Higher Education, Academic Writing, Trusts, Student Affairs, Tutoring, Academic Tutoring, Student Development, Qualitative Research

Education
Eastern Florida State College   2013 — 2015
Associate of Science (AS), Paralegal Studies

Christopher Newport University   2007 — 2011
Bachelor's degree, Philosophy and History

Will Carmines Will Carmines Williamsburg, Virginia Details
Will Carmines's The Heritage Law Group Experience March 2012 - Present
Job Partner at The Heritage Law Group
Industry Law Practice
Experience
The Heritage Law Group   March 2012 - Present
Holcomb & Carmines, P.C.   July 2011 - March 2012
Susan I. Jean & Associates   June 2007 - March 2010

Skills
Estate Planning, Probate, Elder Law, Wills, Estate Administration, Powers of Attorney, Trusts, Entity Formation, Tax Law, Entity Extraction, Criminal Law, Estate Tax Planning, Commercial Litigation, Business Transactions, Conservatorships, Prenuptial Agreements, Estate Law, Personal Injury, Civil Litigation, Courts, Guardianship

Education
Western New England College School of Law   2008 — 2010
LLM, Estate Planning and Elder Law

Case Western Reserve University   2002 — 2005
J.D., Law

William & Mary   1995 — 1999
B.A., International Relations & Psychology

Danielle Jarvis Danielle Jarvis Norfolk, Virginia Area Details
Danielle Jarvis's The Heritage Law Group Experience October 2012 - November 2012
Job Compliance Officer
Industry Education Management
Experience
Portsmouth Public Schools  December 2013 - Present
The Heritage Law Group   October 2012 - November 2012
Johnson, Gasink, & Baxter, LLP   September 2012 - October 2012
Northwestern Mutual  May 2012 - August 2012
Law Offices of Juan E. Milanes   August 2011 - December 2011
Law Office of Michael A. McVicker   June 2011 - August 2011
Habeas Corpus Unit   May 2011 - June 2011
Legal Skills Pro Bono Legal Clinic   January 2011 - January 2011
Bank of America  June 2008 - July 2010

Skills
Legal Writing, Legal Research, Criminal Law, Courts, Westlaw, Legal Issues, Analysis, Financial Analysis, Employment Law, Financial Modeling, Lexis, Public Speaking, Training, Mediation, Real Estate, Research, Editing, Interviews, Insurance, Legal Assistance

Education
The College of William and Mary - Marshall Wythe Law School   2010 — 2013
J.D., Law

University of Michigan   2004 — 2008
B.A, English

Samantha Zavras Samantha Zavras Washington D.C. Metro Area Details
Samantha Zavras's The Heritage Law Group Experience January 2014 - April 2014
Job Juris Doctor, William & Mary Law School
Industry Law Practice
Experience
William & Mary Law School  May 2015 - Present
William & Mary Law School  August 2012 - Present
William & Mary Family Law Clinic   August 2014 - December 2014
Parker, Pollard, Wilton & Peaden, P.C.   May 2014 - August 2014
The Heritage Law Group   January 2014 - April 2014
William & Mary Elder Law Clinic   January 2014 - April 2014
Drew University  August 2007 - May 2011
Holton-Arms School  2007 - 2010

Skills
Community Outreach, Research, Fundraising, Event Planning, SPSS, Higher Education, Negotiation, Microsoft Office, Public Speaking

Education
The College of William and Mary   2012 — 2015
Doctor of Law (JD), Law

Drew University   2007 — 2011
B.A., Political Science, Sociology, Business

Holton-Arms School   1999 — 2007
High School Diploma

Donna O'Hara Donna O'Hara Yorktown, Virginia Details
Donna O'Hara's The Heritage Law Group Experience November 2011 - Present
Job Certified Geriatric Care Manager at The Heritage Law Group
Industry Law Practice
Experience
The Heritage Law Group   November 2011 - Present
Susan I. Jean & Associates, LLC   January 1996 - November 2011

Skills
Patient Advocacy, Problem Solving, Microsoft Excel, Research, QuickBooks, Peachtree, Medicaid, Elder Care, Long-term Care, Medicare, Home Care, Healthcare Management, Elder Law, Aging in Place, Wills, Case Managment, Estate Planning, Trusts, Asset Protection, Guardianship

Education
Richard Stockton College of New Jersey   2012 — 2012
Elder Care Coordinator Certificate, Life Care Planning

University of Florida   2008 — 2010
Certificate, Geriatric Care Management

University of Maryland University College
working on a BS, Gerontology

Jennifer Daniel Kahl Jennifer Daniel Kahl Newport News, Virginia Details
Jennifer Daniel Kahl's The Heritage Law Group Experience August 2014 - December 2014
Job Clinic student at Lewis B. Puller, Jr. Veterans Benefits Clinic
Industry Law Practice
Experience
Lewis B. Puller, Jr. Veterans Benefits Clinic   August 2014 - Present
College of William & Mary  August 2012 - Present
The Heritage Law Group   August 2014 - December 2014
Cooper, Spong & Davis, P.C.   May 2014 - August 2014
Elder Law Clinic  January 2014 - May 2014
Eighth District Court of Utah   May 2013 - July 2013

Skills
Public Speaking, Legal Writing, Microsoft Office, Legal Research, Westlaw, LexisNexis

Education
The College of William and Mary   2012 — 2015
J.D. Candidate 2015

Brigham Young University   2007 — 2010
Bachelor of Arts (BA), Political Science

Utah State University   2003 — 2007
Associate's degree

Jody Durket Jody Durket Sacramento, California Area Details
Jody Durket's The Heritage Law Group Experience 2001 - 2007
Job Successfully Selling Short Sales & Real Estate!
Industry Real Estate
Experience
Intero Real Estate Services  July 2008 - Present
The Heritage Law Group   2001 - 2007

Skills
Short Sales, Real Estate, Selling, Distressed Property, Listings, Buyer Representation, First Time Buyers, Sellers, Property, First Time Home Buyers, SFR, REO, New Home Sales, Foreclosures, Referrals, Single Family Homes, Relocation, Investors, Buyers, Move Up Buyers, Condos, Vacation Homes, Real Property, Townhomes, CDPE, Sales

Education
University of Hawaii at Manoa   1978 — 1981
AA, Business

Trisha Giaccio Trisha Giaccio Poquoson, Virginia Details
Trisha Giaccio's The Heritage Law Group Experience July 2001 - August 2015
Job Paralegal at Johnson Gasink & Baxter LLP
Industry Law Practice
Experience
Johnson, Gasink & Baxter, LLP   August 2015 - Present
The Heritage Law Group   July 2001 - August 2015

Skills
Microsoft Excel, Microsoft Office, Research, Microsoft Word

Education
Richmond Catholic Diocese of Va
Theology/Theological Studies

National Academy for Paralegal Studies

Harris School of Business-Cherry Hill Campus   1982 — 1982
Secretarial Sciences

Rowan University
English/Spanish

Terry Kepner Terry Kepner Norfolk, Virginia Area Details
Terry Kepner's The Heritage Law Group Experience February 2014 - Present
Job Legal Assistant Paralegal with Estate Planning and Guardianship and Conservatorship background
Industry Legal Services
Experience
The Heritage Law Group   February 2014 - Present
Martin Ingles and Hensley   February 2013 - October 2013
Middle Peninsula - Northern Neck Community Services Board  December 1999 - November 2006

Skills
Microsoft Office, Microsoft Excel, Management, Microsoft Word, PowerPoint, Research, Leadership, Customer Service, Training, Outlook, Estate Planning, Guardianship &..., Deed preparation,...

Education
Thomas Nelson Community College   2009 — 2013
Associate's degree, Paralegal Studies

Chip Jean Chip Jean Yorktown, Virginia Details
Chip Jean's The Heritage Law Group Experience 1996 - Present
Job Legal Services Professional
Industry Legal Services
Experience
The Heritage Law Group   1996 - Present
United States Air Force  April 1984 - April 1996
United States Air Force  April 1976 - April 1984

Skills
Courts, Legal Research, Legal Writing, Legal Assistance

Education
Air Force Institute of Technology-Graduate School of Engineering & Management   1987 — 1988
Master of Science (M.S.), Logistics Management

James Madison University   1972 — 1974
Bachelor of Applied Science (BASc), Health and Physical Education/Fitness