Partner David Burbridge leads the firm’s Estate & Special Needs Planning practice. Assisted by associate Heather Dennehy, Mr. Burbridge provides a broad range of trust and estate services to help clients preserve their wealth, and to enable them to pass assets to their beneficiaries in the most appropriate and tax-efficient manner. He is also deeply committed to advising families of individuals with disabilities, working closely with those families seeking governmental services, and in securing those benefits through the use of Supplemental Special Needs Trusts.
Mr. Burbridge is an active speaker in the community on the topics of Estate & Special Needs planning. His recent presentations include:
- “Understanding Estate Planning,” presented to Professional Center for Child Development, Andover School of Montessori – Parents’ Association Community Effort.
- “Planning For The Future of Your Child or Dependent with Special Needs,” presented to Friends of LADDERS, Beverly School for the Deaf, The Arc of East Middlesex; Minuteman Arc, and The Arc of the South Shore.
- “Guardianship, Special Needs Trusts & Estate Planning,” presented to Tewksbury Special Education PAC, Reading Parent Advisory Council, Quincy Parent Advisory Council, and South Shore Support Services, Inc.
- “Understanding Estate Planning,” presented to TJX Corporation, Winstanley Enterprises, LLC, Cambridge Polymer Group, Inc., and MetLife, Inc.
- “Elder Law Basics” presented to the Cambridge Council on Aging; Somerville Library Speaking Series.
- “Estate Planning and the Revocable Trust Approach,” presented to UBS Financial Services, Inc. client event, Boston Hill Advisors, LLC, Jeanne D’Arc Federal Credit Union, and IBEW Local 2321 Retiree Chapter.
- “Legal and Financial Planning Workshop” presented to CLASS, Inc., Fidelity House Human Services, Inc., Seven Hills Foundations, and Family Partnerships of the Northeast – Lifelinks, Inc.
- “Guardianship and Conservatorship Under the new Massachusetts UPC” presented to Seven Hills Foundation – North Andover, Fidelity House Human Services, and Arc of Greater Lawrence.
- Panel Member for The Educational Collaborative (TEC) – Transition Round Table, Lifelinks, Inc. – Adult Services Fair.
