Jacob T. Simon, Estate Planning Attorney with Touchstone Law Offices - Lynn, MA
Attorney Jacob T. Simon is an award-winning estate planning and probate attorney with Touchstone Law Offices in Lynn, Massachusetts, named a Boston Magazine Top Lawyer for Wills and Trusts four consecutive years from 2021 through 2024.
Award-Winning Estate Planning and Asset Protection in Lynn, Massachusetts
Preserving family assets, honoring personal healthcare decisions, and ensuring an orderly wealth transfer require seasoned and compassionate legal counsel. When individuals, retirees, and business owners look to hire a lawyer to prepare an enduring legacy, Jacob T. Simon, Estate Planning Attorney with Touchstone Law Offices, provides distinguished legal guidance. Based at 85 Exchange Street in downtown Lynn, Massachusetts, attorney Simon combines more than fifteen years of practice with personalized client service, helping families across the North Shore and Greater Boston navigate estate planning and probate law with absolute confidence.
Comprehensive Wills, Trusts, and Generational Wealth Planning
A boilerplate document rarely addresses the nuanced financial and interpersonal realities of modern families. As one of the North Shore leading wills lawyers and trusts lawyers, attorney Jacob T. Simon crafts customized estate plans designed to shield assets and minimize tax exposure. The practice prepares revocable living trusts, irrevocable asset protection trusts, last wills and testaments, durable powers of attorney, healthcare proxies, and living wills. Recognized by Boston Magazine as a Top Lawyer for Wills and Trusts from 2021 through 2024, attorney Simon structures comprehensive plans that bypass probate bottlenecks and keep family matters completely private.
Probate Administration and Estate Settlement Services
The loss of a family member is emotionally taxing, and the probate process that follows can easily overwhelm executors and personal representatives. Serving as experienced probate lawyers, attorney Simon and the Touchstone legal team assist families through the probate court system with compassion and precision. From filing initial petitions and inventorying estate property to managing creditor notices, addressing tax obligations, and executing final distributions, the firm ensures all statutory duties under Massachusetts law are fulfilled efficiently while reducing friction among heirs and beneficiaries.
Elder Law, Long-Term Care, and Guardianship Advocacy
Planning for late-life medical care and cognitive decline is vital for preserving family autonomy and financial stability. Attorney Simon provides comprehensive elder law services, advising clients on long-term care financing, asset protection strategies, and Medicaid eligibility. When elderly individuals or special needs family members become unable to manage their personal or financial welfare, the firm petitions the probate court for legal guardianship and conservatorship. Families seeking to consult an attorney for aging parents receive clear, actionable strategies to ensure their loved ones dignity and comfort.
Real Estate Transfers and Business Succession Planning
Because real estate often represents a client largest financial holding, attorney Simon works seamlessly with residential real estate lawyers and Touchstone Closing and Escrow to handle property deed transfers, homestead declarations, and real estate trust conveyances. Furthermore, he counsels small business owners on entity structure, buy-sell agreements, and corporate succession planning, ensuring that privately held commercial interests transfer smoothly to the next generation without disruption.
Why Clients Choose Attorney Jacob T. Simon
- Recognized Peer Excellence: Named among the Top Lawyers in Massachusetts for Wills and Trusts by Boston Magazine every year from 2021 through 2024.
- Extensive Practice Experience: Over fifteen years of dedicated service in estate planning, probate administration, elder law, and trust governance.
- Complimentary Initial Consultations: Offering free initial consultations so families can explore customized planning options without financial pressure.
- Community-Centered Advocacy: Actively serving the North Shore community as a local leader, scout leader, and host of educational mastermind sessions.
Whether you need to draft your first will, safeguard an inheritance, or administer an estate in Massachusetts, find an attorney who pairs award-winning legal capability with genuine personal care. Reach out to Jacob T. Simon at Touchstone Law Offices to schedule your free consultation today.
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Location & Access
Primary Address
Located in the heart of Downtown Lynn, just a short walk from Frederick Douglass Memorial Park.
Building Location
The office is situated within the historic former Hotel Edison building at 85 Exchange St. This four-story professional office building, built in 1930, is located directly across from Capitol Diner.
Parking Details
Clients can utilize the surface public parking lots nearby, along with dedicated customer spaces and staff parking options available in the immediate vicinity.
Public Transit
Served by MBTA Route 441 and Route 442 (Wonderland); nearest stop is at Exchange St @ Broad St.
Accessibility / Suite Access
Enter through the wheelchair-accessible main entrance of 85 Exchange St. Take the elevator or stairs up to the third floor, where you will find Suite 302.