Mulvena Winston, PC

Mulvena Winston, PC is an estate planning attorney in Stoneham, Massachusetts. The firm handles elder law, estate planning, special needs planning, trust administration, Medicaid and MassHealth planning, guardianships and conservatorships, probate and estate administration, and fiduciary services. Its attorneys assist elders, people with disabilities, and their families, and have provided Medicaid and other public benefits eligibility advice and counseling to thousands of individuals and families over decades. The firm holds a rating of 3.90.

The firm builds comprehensive trusts and customized estate plans, and works with clients from the initial creation of a plan through reviews and updates as life and laws change. Its estate planning work addresses limiting estate taxes, avoiding probate, and sheltering inheritance from creditors, along with the tax consequences of probate, succession, gifting, real estate, and trust transfers. Documents include health care proxies, HIPAA authorizations, durable powers of attorney, and wills that name personal representatives, trustees, and guardians for minor or disabled children. Trust work covers living, testamentary, revocable, irrevocable, realty, and supplemental needs trusts.

In elder law, the firm takes a holistic, client-first approach aimed at helping clients age in place where appropriate, using trusts, deeds, gifting, life estate deeds, and other real estate transfers to preserve assets against long-term care costs. Its attorneys are nationally recognized authorities on Supplemental Security Income rules, and the firm assists with applications and represents claimants before the Massachusetts Office of Medicaid, the Social Security Administration, the Veterans Administration, the Department of Mental Health, and the Department of Developmental Services. Special needs planning includes estate plans for families preserving assets for disabled children and pooled trust accounts for disabled individuals over age 64. The firm also serves as trustee, personal representative, and attorney-in-fact, and handles probate litigation, including will interpretation, property ownership disputes, and the removal and appointment of fiduciaries.

The office sits on Main Street in Stoneham, a short walk from North Street and about a quarter mile from Yankee Division Highway. Bear Hill Golf Club is roughly a third of a mile away.

For families in Stoneham navigating elder law, special needs planning, and the public benefits system, the firm's decades of Medicaid and SSI experience and its work before state and federal agencies are central to what it offers.