Call: 978-256-4167

Practice Areas

Experienced, Skilled, Personally Attentive to You | Roark Law Office P.C.

When an estate planning goal is critical to your family's financial security, or an elder law issue stands in the way of your senior loved one's quality of life, the attorney who can help you in the Merrimack Valley, Greater Lowell and southern New Hampshire is Annmarie Roark of Roark Law Office P.C. in Chelmsford, Massachusetts.

Our law firm's founding lawyer has 30 years of experience with successful attention to her clients' elder law and estate planning issues. Her practice is an "old school" law firm, poised and professional, attentive and personal. You should be comforted by her legal leadership and receive the peace of mind you deserve. Call today: 978-256-4167.

Practice Areas

Annmarie Roark offers quality, experienced representation that addresses legal needs with:

  • Elder Law: estate planning that meets the needs of elderly individuals, whether the issue is driven by their incompetency related to Alzheimer's or any condition affecting mental capacity; disability planning; guardianship or conservatorship proceedings; or the need to plan for significant health care costs of assisted living or nursing home care
  • Estate Planning: including Last Wills & Testaments, Health Care Proxies, Living Wills, Durable Powers of Attorney and Declarations of Homestead
  • Probate and Estate Administration: settling of an estate or assistance for a personal representative with administration of an estate, and negotiation or litigation of will contests
  • Trust Planning and Administration: assistance with formation of the proper trusts, such as trusts for minor children, irrevocable trusts, revocable trusts, life insurance trusts, credit shelter trusts, special needs trusts, pet trusts, and planning to minimize estate taxes and federal estate taxes, and assistance to trustees with the administration of trust assets
  • Medicaid and Long-Term Care Planning: asset protection in anticipation of the need for long-term care or other medical needs, including transfer of assets and creation of trusts; preparation and handling of the filing of an application for Medicaid benefits; and Medicaid planning, including coordination toward creation of an annuity, advice on spend-downs, protection of primary residence and Medicaid trusts, financing of long-term care or nursing home care
  • Federal and Massachusetts Estate Tax: planning and filing of returns
  • Residential Real Estate Transactions: residential real estate issues as they affect estate planning, in order to handle property or land mentioned in the estate

As an attorney and Massachusetts licensed insurance producer, Attorney Annmarie Roark in her practice provides advice on appropriate insurance and long-term care insurance as it relates to her elder law practice: insurance that pays for nursing home care. If you have already obtained insurance, she will review your policy to ensure that your insurance meets your family and legal needs.

Contact Us

Arrange your initial 30 minute conference at no charge with Roark Law Office P.C. by calling 978-256-4167. An evening appointment is available upon request.

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Roark Law Office P.C.
229 Billerica Road
Chelmsford, MA 01824
Phone: 978-256-4167
Fax: 978-250-8387
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Roark Law Office P.C. serves clients throughout Middlesex and Essex Counties Massachusetts; and Rockingham and Hillsborough Counties, New Hampshire. Addressing the legal needs of the residents of Lowell, Chelmsford, Billerica, Westford, Tewksbury, North Andover, Andover, Woburn, Burlington, Ayer, Concord, Carlisle, Tyngsborough, Dracut, Dunstable, Groton, Pepperell, in Massachusetts; Windham, Salem, Nashua and Pelham in New Hampshire.