Daniel M. Surprenant, Attorney

We were able to move income from a senior in a nursing home to his wife so that she could keep more money to pay the bills including for her own care at home. The strategy needed to be approved by the Court, the pension company and MassHealth. This could help many, many clients in the future in the right circumstance.

We try to get the right people working for us and encourage the right culture. For us, that means finding bright, friendly intelligent and trainable people who want to work in a culture of high standards but also where they can have fun, be respected and have autonomy and flexibility.

Client should look for a lawyer who has shown over time a track record of leadership in his/her specialty. Designations like CELA and being included for several years in Boston Magazine’s list of SuperLawyers shows a track record of leadership in client service. Also, clients should look for an attorney who is honest and can explain complex issues in clear and understandable terms.

I think a detailed knowledge of the client’s circumstance, family, health, relationships and assets is critical to the success of a case. Knowledge of the details often determines the direction of the planning and benefits the client.

Presuming we have sufficient background information, we can provide a full plan to achieve the clients goals, explain each aspect of the plan and discuss the costs and benefits involved.

More information leads to a better result for the client, but a full consultation requires the completion of our Estate Planning Worksheet, outlining the client’s loved ones, assets, health and goals.

We have an established track record of leadership in our field. Our firm began in 1965 with our father, Bob Surprenant. He built and we continue to strive for an earned reputation for honesty, for specializing in estate planning and for being leaders in our field through such achievements as serving as Past President of the National Academy of Elder Law Attorney’s Massachusetts Chapter, being designated as Certified Elder Law Attorneys for many years and regularly being listed on Boston Magazine’s list of SuperLawyers for estate planning.

Helping people. I love to see a Client’s facial expression turn from one of concern or panic into one of understanding and confidence. I love using technical education and experience to navigate complex rules to protect clients loved ones and hard-earned assets.

My main interest is my wife and children, enjoying time with them and watching them enjoy life. I also love sailing and getting outside, especially with my family.

Yes. Over the years I’ve been involved in my community including as a basketball coach, baseball coach, member of the Rotary Club, Past President of the Bristol County Bar Association and service on various boards such as for the SouthCoast VNA and the President’s Advisory Board for Bishop Stang High School.