Nicholas Forgione

Partner

Andover, MA
D: 617.345.3652

"Sometimes common sense is not very common. When faced with a challenging family or business situation, I enjoy tackling complex problems to come to a simple solution."

Overview
Bar Admissions

Massachusetts

U.S. Tax Court

Education

LL.M., Taxation, Boston University School of Law, 1988

J.D., Franklin Pierce Law Center, 1984

B.S., Northeastern University, 1979

When it comes to handling family problems or business dilemmas, clients rely on Nick's straightforward approach to the matter. Many clients rely on him for advice in a number of legal areas, from personal to professional.

Clients at all asset and income levels come to Nick with their estate planning and probate needs. Their challenges include estate and trust administration, elder law, Medicaid planning, and estate and fiduciary income taxation. Audits can be an especially stressful situation, and Nick has extensive experience representing individuals and estates in audit matters before the Internal Revenue Service and the Massachusetts Department of Revenue Administration.

Additionally, many small and medium-sized businesses count on Nick for their corporate and succession planning needs. Since he often works out of the firm’s Andover office, clients who live in the suburbs appreciate the convenience of a local attorney, including those in the agricultural community.

Honors & Awards

Honors & Awards

BV Distinguished® Rating

Massachusetts Super Lawyers (2011-2013)

Community Involvement

Community Involvement

UNICO Merrimack Valley Foundation

  • President
  • Director

Hogan Regional Center

  • Vice-Chairman

Merrimack Valley Estate Planning Council

  • Past President

Memberships

Boston Bar Association

Boston Probate and Estate Planning Forum

National Academy of Elder Law Attorneys

Merrimack Valley Estate Planning Council

Speaking Engagements

Speaking Engagements

"2014 Medicaid Update," Presenter, Newton Council on Aging Seminar, April 2014

"Estate Planning and Medicaid Planning," Speaker, Massachusetts Farm Bureau Seminar, May 2013

"Estate Planning," Speaker, Grella Financial, February 2013

"Medicare and Medicaid," Speaker, Worcester County Farm Bureau Seminar, March 2012

"Estate Planning," Speaker, Plymouth County Farm Bureau Seminar, March 2012

"The Myths and Misconceptions About Estate Planning," Presenter, Plymouth County Farm Bureau, March 2011

Resources
Nicholas Forgione
Practices
  • Trusts & Estates
  • Probate & Trust Litigation
Education

LL.M., Taxation, Boston University School of Law, 1988

J.D., Franklin Pierce Law Center, 1984

B.S., Northeastern University, 1979

Admissions

Massachusetts

U.S. Tax Court

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