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Lucy J. Budman
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Location:

Wakefield, MA

Phone:

Fax:

781-245-9399

Email:

Lucy J. Budman, Certified Elder Law Attorney

Attorney Lucy J. Budman is a Tax and Estate Planning specialist with a Masters of Law in Taxation (LL.M.). Lucy excels at guiding clients and their families through the maze of financial and legal decisions necessary for effective Estate Planning.

Lucy earned her undergraduate degree from Binghamton University in New York. Thereafter, she graduated cum laude from the Boston University School of Law in 2003, one of the top law schools in the country. In 2011, Lucy earned her Masters of Law in Taxation (LL.M.) at Boston University School of Law. Lucy was admitted to the Bar in Massachusetts (2003) and New York (2005).

Lucy is among approximately two dozen Certified Elder Law Attorneys* in Massachusetts. She earned this distinction by completing a process that requires years of focused Elder Law and Estate Planning practice, a full-day Bar-style Exam, extensive continuing legal education, and multiple peer references from other expert Elder Law and Estate Planning Attorneys.

Lucy has been selected for inclusion to Massachusetts Super Lawyers as a Rising Star since 2012. Selections are made by Super Lawyers based upon peer nominations and research, comprehensive evaluation, and further peer review within the Attorney's primary area of practice.

As an LL.M. (Legum Magistra) with a Masters of Law in the area of Taxation, Lucy is one of the few attorneys across the Commonwealth with this prestigious distinction. She takes great pride in serving clients by strategically employing tax code provisions to optimize tax planning benefits during their lifetime and to minimize or eliminate Estate Taxes upon their death.

Lucy is an active member of the Massachusetts Chapter of the National Academy of Elder Law Attorneys (Mass. NAELA), a distinguished organization of more than 500 Massachusetts attorneys focused on improving the lives of seniors and disabled individuals. Lucy is a member of the leading local and national Elder Law and Estate Planning associations including National NAELA, Wealth Counsel (a national organization of Trust and Estate Attorneys who design sophisticated planning techniques), and Elder Counsel (a national organization of Medicaid and Asset Protection Planning Attorneys). She frequently participates in national and local conferences with the leading attorneys in the country.

Because of her recognized expertise, Lucy is a frequent speaker, writer and television commentator on Elder Law and Estate Planning topics.

Lucy is fluent in Russian. In her free time, Lucy is an avid reader and writer – especially of historical fiction. Lucy resides in Boston with her spouse and their cat, Eloise.

*The National Elder Law Foundation (NELF) is the only national organization accredited by the American Bar Association to certify attorneys in Elder Law. NELF is a private organization, whose standards for certification are not regulated by the Commonwealth of Massachusetts.

Areas Of Practice

  • Tax Law
  • Estate Planning
  • Elder Law
  • Business Succession Planning

Bar Admissions

  • Massachusetts, 2003
  • New York, 2005

Education

  • Boston University School of Law, Boston, Massachusetts
    • LL.M. - 2011
    • Major: Taxation
  • Boston University School of Law, Boston, Massachusetts
    • J.D. - 2003
    • Honors: cum laude
    • Honors: Paul J. Liacos Scholar, Dean's Award in Copyright
  • Binghamton University, Vestal, New York
    • B.A.
    • Honors: Dean's List

Classes/Seminars

  • Faculty Member, Massachusetts Bar Association Continuing Legal Education "How to Draft a Trust that Works" Presenting on Tax Issues in Elder Law and Public Benefits Planning Trusts, 11/15/2012 to 11/15/2012
  • Guest Host, The Total Woman, Public Access TV, Elder Law Segments, (Taped Winter 2012 and Spring 2012)
  • Contributor to the Ask the Elder Law Attorney Column, Wakefield Daily Item, Ongoing

Honors and Awards

  • Paul J. Liacos Scholar
  • Dean’s Award in Copyright (Boston University)
  • Certified Elder Law Attorney (CELA)
  • Massachusetts Super Lawyers as a Rising Star, 2012-2014

Professional Associations and Memberships

  • National Academy of Elder Law Attorneys, (NAELA), Member, Present
  • National Academy of Elder Law Attorneys, (NAELA), Member, Massachusetts Chapter, Publications Committee Member, Present
  • Wealth Counsel, Member, Present
  • Elder Counsel, Member, Present

Past Employment Positions

  • Sullivan and Associates, Associate Attorney, 2005 to 2010
  • Jason & Fischer, Associate Attorney, 2003 to 2005

Languages

  • Russian

Contact Us

Upcoming Presentations

Protect your Home and Savings

Milano Senior Center
201 West Foster Street, Melrose, MA
Wednesday, April 29, 2020 from 2:00 p.m. – 3:00 p.m.

Protect your Home and Savings

Friends of Indian Senior Citizens Organization
Burlington Senior Center
61 Center Street, Burlington, MA
Wednesday, April 8, 2020 from 10:30 a.m. – 11:30 a.m.

Navigating the Maze of Getting Older – The Legal, Financial and Health Related Essentials for Protecting Yourself and Your Loved Ones

Artis Senior Living
1100 Main Street, Reading, MA
Wednesday, February 26, 2020 from 5:30 p.m. – 7:00 p.m.

Protect your Home and Savings

Topsfield Senior Center
Topsfield Council on Aging
Thursday, September 19, 2019 from 12:15 p.m. – 1:15 p.m.

Protect your Home and Savings Against the Risk of MassHealth and Long Term Care Costs

North Shore Elder Services
300 Rosewood Drive, Suite 200, Danvers, MA
Wednesday, August 7, 2019 from 1:00 p.m. – 2:00 p.m.

Protect your Home and Savings

Jenks Senior Center
Winchester Council on Aging
Thursday, June 13, 2019 from 10:00 a.m. – 11:00 a.m.

North Shore Elder Services

Protect your Home, Savings and Independence

Parkinson’s Support Group
Beverly Senior Center
Monday, May 13, 2019 from 1:00 p.m. – 2:00 p.m

Estate Planning for Baby Boomers and Seniors

Mayor Jean A. Levesque Community Life Center
401 Bridge Street, Salem, MA
Thursday, May 9, 2019 from 4:00 p.m. – 5:00 p.m.

Jenks Center Resource Fair

Winchester Council on Aging
Winchester, MA
Wednesday, May 8, 2019 from 1:30 p.m. – 3:30 p.m.

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In Depth Practice Info

Office Location

Curley Law Firm LLP
One Common Street
Wakefield, MA 01880

Toll Free: 866-406-8582
Fax: 781-245-9399
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