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Worcester
Worcester
The Mercantile Building
100 Front Street, 5th Floor
Worcester, MA 01608
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Framingham
The Meadows
161 Worcester Road, Suite 401
Framingham, MA 01701
Boston
Boston
100 Franklin Street, Suite 404
Boston, MA 02110
Providence
Providence
1 Richmond Square, Suite 303N
Providence, RI 02906
Cape Cod
Cape Cod
1597 Falmouth Road, Suite 3
Centerville, MA 02632
New Bedford
New Bedford
651 Orchard Street, Suite 107
New Bedford, MA 02744
Medfield
Medfield
Olde Medfield Square
266 Main Street, Bldg. 2, Suite 15A
Medfield, MA 02052
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Niche industries
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Cannabis & Breweries
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Closely Held and Family-Owned Businesses
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Medical & Dental Practices
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Private Foundations
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Real Estate Developers
Real Estate Developers
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Restaurants
Restaurants
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All Industries
  • Multiple Dates

Estate Planning Webinar

Please join Fletcher Tilton Tax Attorney and Certified Elder Law Attorney Michael T. Lahti for this informative webinar discussing the important topics of Estate Planning and Elder Law.  Details for the next upcoming date.

SHOW ALL UPCOMING DATES

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Learn More
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View Past Webinars & Seminars


				Leoni
				A.
				Sandra

Sandra A. Leoni

Assistant Director of Trust and Estate Services
Assistant: Ann T. PruittTel: 508.459.8222

Sandra A. Leoni is the Assistant Director of Trust and Estate Services at the firm and serves as a manager in the Trust & Estate department. She is responsible for all aspects of estate administration including the preparation of estate tax returns and funding trusts pursuant to the decedent’s estate plan, as well as identifying, valuing, and collecting probate and non-probate assets.

Sandra Leoni currently serves as the Assistant Manager of Trust & Estate Services, having joined the firm in 1986. Ms. Leoni utilizes her strong interpersonal skills and extensive estate and trust administration knowledge to assist clients and attorneys with all aspects of estate and trust administration.  She works closely with clients, personal representatives, family members, trustees, beneficiaries, accountants, brokers and other professionals to marshal assets, probate the estate, fund and administer estates and trusts, prepare annual accountings, prepare and file federal and state estate tax returns, and coordinates the filing of fiduciary income tax and gift tax returns.

Ms. Leoni is involved in the estate administration process with the attorney from the very beginning, acting as the “point person” for clients and beneficiaries.  She believes it is important to be available to clients as the person they can call with questions and concerns as they navigate the estate administration process.

Ms. Leoni graduated from Becker College with a degree in paralegal studies. In addition, she took evening classes at Assumption College in real estate, corporate law, legal research and database management, and attends continuing legal education courses in the areas of estate, trust and tax administration

Education & Certifications
  • Becker College

Ms. Leoni was a member of the steering committee which founded the Central Massachusetts Paralegal Association. She served on the board of the CMPA for many years and continues to be an active member. Ms. Leoni has been asked to speak on behalf of the paralegal profession at Anna Maria College, and has been a presenter at various seminars focusing on estate administration, paralegal timekeeping, and fiduciary income tax returns for estates.

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