Braintree · Needham, Massachusetts (781) 848-5028 | [email protected]

Practical · Thoughtful · Timely

Business lawyers for business people.

Providing legal services to closely-held businesses for the past 45 years. Business, real estate, estate planning and litigation, from our offices in Braintree and Needham.

Lauren D. Elco, LL.M.Scott D. FordBrett A. Kaufman, LL.M., AEP®Michael T. O’NeilTiffany L. StichelScott I. Wolf

Our Firm

One of the largest firms south of Boston, with a small-firm approach.

1974Founded in Brockton
13Lawyers

Firm History

Founded in 1974 by Jeffrey M. Schlossberg in Brockton, Massachusetts as a general law practice, Schlossberg, LLC has grown from its four-attorney base and evolved into a boutique law firm with 13 lawyers providing specialized legal services to businesses and their owners. The Firm continues to espouse his philosophy of providing practical, timely, and thoughtful legal advice to new and established businesses and their owners.

Firm Description

As one of the largest law firms south of Boston, we maintain a small firm approach of providing individual attention to each client. Our team of professionals provides comprehensive legal counsel to closely-held businesses from formation to sale and to individuals for much of their lifetime needs.

We understand the importance of proactive, sound, and thoughtful legal advice, rendered in a timely, responsive, and cost-effective manner. Today’s businesses need a dedicated team to succeed in a competitive environment full of traps for the unwary.

Our team understands the significance of your business decisions, personal interests, and financial interests. We thoroughly evaluate the legal options available in your unique situation and provide an objective and practical approach to meet your personal and business legal needs.

Whether preparing an estate plan or representing a company in a complicated business transaction, our firm provides undivided attention to the matter at hand. Every client’s problem is ours to solve.

Our principal office is less than 20 minutes from Boston and is conveniently located at the intersection of Routes 3 and 128 in Braintree, Massachusetts.

Practice Areas

Comprehensive counsel for closely-held businesses and business people.

Schlossberg, LLC provides comprehensive legal counsel for the legal needs of closely-held businesses and business people. Our lawyers and support staff specialize in the following areas.

Our firm counsels businesses from small startup companies to established large organizations. We favor a proactive approach that avoids potential business issues before they arise in the workplace with our attorneys serving as a sounding board for the hard questions that affect our clients’ accounting, tax, and legal issues.

To better understand our clients’ businesses, some of our attorneys have obtained tax degrees. And all our attorneys continue to educate themselves on the laws that affect their clients’ businesses and learn as much as possible about the businesses.Schlossberg serves as the outside General Counsel Most for most clients—we counsel them on all day-to-day business issues such as:

  • Choice of entity for formation of new businesses/expansion of existing ones
  • Employment agreements
  • Equity incentive planning
  • Shareholder/member transfer agreements

For established businesses, we help with:

  • Negotiation and implementation of acquisition agreements
  • Loan facilities
  • Leases
  • Licensing (liquor and otherwise)
  • Master supply and distribution agreements
  • Construction contracts
  • Trademarks

Attorneys Chair: Michael T. O’Neil · Scott I. Wolf · Lauren D. Elco · Lisa Kane

Our civil litigation and dispute resolution team provide clients with high-quality, personalized, cost-effective litigation services designed to achieve a favorable resolution of their disputes. We represent clients in disputes ranging from relatively small and local matters to large and complex lawsuits. Our litigation clients include individuals, corporations and business entities of all sizes, entrepreneurs, real estate developers and real estate investment trusts, manufacturers and non-profit organizations.

Our litigators provide advice, counseling, and representation during all stages of a dispute. Because we appreciate that litigation can be costly and time-consuming, we advise and counsel clients about the relative risks, costs, and benefits of continued litigation, as compared to settlement throughout the process.Our attorneys are seasoned litigators with many years of successful trial experience before the District Courts of Massachusetts, the Superior Court, the Massachusetts Appeals Court, the Supreme Judicial Court, the Federal District Court of the District of Massachusetts, the Housing Court, the Probate & Family Courts, the U.S. Court of Appeals for the First Circuit, and many other administrative agencies.Our litigation and dispute resolution services include:

  • Business/commercial litigation
  • Contracts
  • Shareholder/director liability
  • Construction
  • Employment
  • Probate controversies
  • Will contests
  • Landlord/tenant

Attorneys Scott Ford · Tiffany L. Stichel · Lisa Treiber

Our firm provides a wide range of estate planning services, from sophisticated planning for the high-net worth client to simple plans for young families. We are dedicated to building long-lasting relationships with our clients and their families and often engage in planning for multiple generations within a family. In addition to their roles as a family advisor, many of our estate planning attorneys have earned advanced degrees in tax law and can provide specialized legal proficiency that many other firms cannot provide. We focus on recent and anticipated developments in applicable law and on specific cutting-edge techniques for protecting you, your spouse, and your family. Our professionals are sensitive to your needs and we have a true concern for the well-being of you and your family. We value being a trusted family advisor. Our estate planning and administration services include:

  • Strategies to avoid probate, minimize taxes, and preserve wealth
  • Strategies for family circumstances such as second marriages and special needs children
  • Succession planning for transitions, wealth transfers, and liquidity planning
  • Planning for lifetime incapacity, durable power of attorney, healthcare proxies, and living wills
  • Planning for wealth replacement with irrevocable insurance trusts
  • Preparation of Crummey Notice
  • Private foundations, qualified personal residence trusts (QPRTs), charitable remainder trusts (CRTs), and family limited partnerships
  • Probate and tax
  • Establishing guardianships/conservatorships
  • Investment supervision of trusts

Attorneys Chair: Brett Kaufman, LL.M., AEP® · Brian T. Moroney

In nearly every business, employees are simultaneously the most important asset and a constant source of legal concern due to ever-changing and increasing state and federal regulations. Our firm provides legal consultation and representation from concerns generated at the pre-hiring stage to the post-separation stage and on every legal and practical issue in between. Our clients range from businesses with a few part-time employees to those with several hundred employees. Because there are so many laws, rules, and regulations governing how you and your employees interact, we make it our goal to provide you with timely and accurate legal counsel in the planning and preparatory stages of employee relations as well as during those moments of unavoidable crisis that sometimes arise.If you are involved in an employment related legal dispute, we can provide aggressive and thorough representation at all levels from administrative agency hearings to the Supreme Judicial Court of Massachusetts and in the Federal courts. We fight for your rights as an employer and protect you from legal claims asserted against you.Our firm provides employment law services including:

  • Advertising and application compliance
  • Drug, medical, physical, and mental testing
  • Employment, non-competition, and non-solicitation agreements
  • Trade secret and confidential business information agreements
  • Wage, hour, and overtime compliance
  • Leave Issues (Military, Maternity, Jury Duty, Medical)
  • Independent contractor compliance
  • Employee classification
  • Health Insurance Reform Compliance
  • Anti-discrimination, ADA, FMLA, and other government regulation
  • Handbooks and Personnel Policies
  • Employer sponsored Visas
  • Termination and layoff procedures and agreements
  • Enforcement of non-competition, non-solicitation, confidentiality agreements
  • Unemployment
  • Litigation before state and federal agencies and courts

Attorneys Lisa Treiber

Our firm provides buyer, seller, and owner representation for all real estate matters including purchase and sale agreements, financing, zoning and leasing. Our clients include individuals; builders and developers of residential, industrial and commercial projects; and lenders and mortgage bankers. We realize that for most people, real estate will be their single largest investment and this investment should be adequately protected before its purchase, while it is owned, and when it is sold. Thus, our Real Estate team works closely with our Estate Planning and Business teams to ensure that our clients’ real estate interests are part and parcel of a client’s overall plan. Our firm provides real estate services including:

  • Real estate contracts, purchase, and sale agreements; new construction
  • Commercial leasing
  • Financing: acquisition loans, refinancing, seller financing
  • Zoning review and opinions; permitting
  • Landlord/tenant relationships (evictions, commercial and residential leases)
  • Entity formation for protection of real estate interests (LLC, LP, etc.)
  • Construction contract review
  • Probate of estates with title issues

Attorneys Chair: Scott I. Wolf · Tiffany L. Stichel · Kristen Larner

Our firm represents businesses and individuals with the formation, operation, and tax compliance of not-for-profit organizations including public charities, supporting organizations, private foundations, and non-charitable tax-exempt organizations. We advise clients on all issues relating to the operation of a not-for-profit organization including director liability, obtaining tax-exempt status from the IRS, state law compliance, corporate governance, and contract matters. Our business experience enables us to provide assistance for non-profits in the business arena as well.

Our firm provides non-profit services including:

  • Formation (preparing all organizational documents, e.g. articles of incorporation, bylaws, trusts)
  • Obtaining IRS recognition of tax-exempt status
  • Advice as to IRS Form 990 (Annual Tax Information Return)
  • State regulatory compliance
  • Charitable solicitation registrations
  • Scholarship funding
  • Tax advice
  • Representation in IRS audits and tax controversies, including in Tax Court
  • Charitable giving generally (Lifetime and Testamentary)
  • Planned giving (including charitable remainder trusts and charitable gift annuities)
  • Conflicts of Interest policies and interpretation
  • Legal opinions in connection with audits
  • Executive compensation planning
  • Intellectual Property protection (Copyrights and Trademarks)
  • Employee matters
  • All other business matters as pertaining to non-profits

Due to the increasingly litigious nature of our society, protecting one’s assets has become more important than ever. In many ways, asset protection has become foundational to every one of our practice areas at Schlossberg, LLC. The potential exposure to frivolous claims is a part of our analysis of a client’s situation at all times, and our commitment to implementing proactive, creative strategies based upon well-founded legal principles provides our clients with the advantage of security to successfully complete their endeavors in their chosen fields of industry.

Many of the strategies we utilize are simple, basic, and time-tested approaches that may have been overlooked by others: homesteading, titling of assets, incorporating, recommending appropriate insurance coverages, to name a few. If appropriate, we also employ more sophisticated and complex approaches that are unique to each client’s circumstances such as family limited partnerships, domestic asset protection trusts, dynasty trusts, or special needs trusts in appropriate circumstances

Our firm provides asset protection services including:

  • Homesteads
  • Limited Liability Companies (with and without series)
  • Family Limited Partnerships
  • Maximizing Protection via Asset Tilting
  • Domestic Asset Protection Trusts
  • Irrevocable Trusts (with Spendthrift and Discretionary Provisions)
  • Dynasty Trusts
  • Special Needs Trusts
  • Medicaid Trusts
  • Life Insurance Trusts and Planning
  • Qualified Terminable Interest Property (QTIP) Trusts
  • Offshore Planning
  • Asset Protection Trusts

Protect your assets;

Meet Our Team

The people behind the practice.

Partners

Lauren D. Elco, LL.M.
Lauren D. Elco, LL.M.Partner
Scott D. Ford
Scott D. FordPartner
Brett A. Kaufman, LL.M., AEP®
Brett A. Kaufman, LL.M., AEP®Partner
Michael T. O’Neil
Michael T. O’NeilPartner
Tiffany L. Stichel
Tiffany L. StichelPartner
Scott I. Wolf
Scott I. WolfPartner

Senior Attorney

Lisa Treiber
Lisa TreiberSenior Attorney

Associates

Lisa Kane
Lisa KaneAssociate
Kirsten A. Larner
Kirsten A. LarnerAssociate
Brian T. Moroney
Brian T. MoroneyAssociate

Paralegals & Administrators

Tina N. Coppola
Tina N. CoppolaParalegals & Administrators
Wendy F. Johnson
Wendy F. JohnsonParalegals & Administrators
Carla C. Pagan
Carla C. PaganParalegals & Administrators
Joyce C. Petersile
Joyce C. PetersileParalegals & Administrators
Colleen M. Pizzi
Colleen M. PizziParalegals & Administrators

Founder & In Memoriam

Jeffrey M. Schlossberg
Jeffrey M. SchlossbergFounder (Retired)
George W. Skogstrom, Jr.
George W. Skogstrom, Jr.In Memoriam
Hon. Lewis L. Whitman
Hon. Lewis L. WhitmanIn Memoriam

Recent Matters

A sample of recent cases.

Every day, we advise closely-held businesses and their owners in the areas of business transactions, estate planning, employment, commercial and residential real estate, civil litigation, probate administration, and asset protection. Here is a sample of some recent cases.

  • Represented Seller of commercial construction supply manufacturer in the sale of its North American operations to a strategic European acquiror in an approximate $20,000,000 deal
  • Represented the Seller of a specialty construction supply company to a strategic Canadian acquirer in a $24,000,000 deal
  • Recently completed business succession plan for $6,000,000 family-owned retail business to ensure that the next generation maintained control of the business while the older generation cashed out in order to finance their retirement
  • Represented global chemical company with offices and facilities in United States, France and China in approximate $70,000,000 sale to German strategic buyer
  • Represented regional auto dealer group in acquisition of flagship car dealership and real estate in approximate $10,000,000 deal and new approximate $50,000,000 credit facility
  • Represented U.S. value-add specialty equipment distributor in $50,000,000 complex cross-border part sale part joint-venture transaction.
  • Represented purchaser in acquisition of $5 million regional plumbing contractor business.
  • Company counsel to national medical imaging and diagnostic facility business in $10.5 million private placement by a national investment bank.
  • Implemented transfers to younger generation through use of grantor retained annuity trusts and installments sales to intentionally income tax defective grantor trusts as well as transfers using family limited partnerships and family limited liability companies.
  • Represented executors and personal representatives in all aspects of Massachusetts and Florida estate administrations, in the preparation of applications for appointment, inventories, accountings, federal and state estate tax returns, and allocations of estate assets among beneficiaries.
  • Established private charitable foundation
  • Advise clients on establishing residency in tax-friendly jurisdictions
  • Represented heirs of deceased in $1 million claim against family member for misappropriation of deceased’s assets.
  • Developed gift program to transfer assets to lower generation family members with minimal tax consequence.
  • Represented $5 million estate in litigation by spouse challenging pre-nuptial agreement
  • Successfully defended age discrimination claim and race-based claim on behalf of employer using a creative defense not yet recognized by the SJC.
  • Successfully defended pregnancy/disability claim on behalf of employer based on defense that employee would have been terminated despite informing the employer that she was pregnant and required a leave of absence.
  • Successfully defended business owner charged with sexual harassment and adverse personnel action arising from refusal to accede to the business owner’s sexual demands.
  • Successfully represented insurance agency in enforcing a non-competition/non-solicitation agreement against a former employee salesperson whom had access to the agency’s customer list.
  • Represented a Buyer in a $9 million acquisition of a shopping plaza in Massachusetts.
  • Represented a Buyer of a 300 Unit Apartment complex in Kentucky. Work included negotiation of joint venture agreement with an international investment fund and negotiation of all loan documents.
  • Ongoing counsel to a local manufacturing group reorganizing operations, including a 140,000 square foot warehouse lease in Ohio, sale of its headquarters building with new leased headquarters space in Massachusetts
  • Represented investor group in the purchase of 200,000 square foot office building Chelmsford, Mass, with financing.
  • Represented a multi-national corporation in the acquisition of a 50,000 square foot building and permitting of property for hazardous materials handling.
  • Represented local importer in acquisition of land and subsequent $6.75 million construction loan for construction of a new warehouse facility.
  • Real Estate counsel to local development company. Wrote title to and negotiated $15 million loan facility with equity investment component for construction of workforce housing project in Worcester.
  • Represented seller in $1.3 million sale and lease-back arrangement for industrial property complex.
  • Represented tenant in 375,000 sq. ft warehouse lease.
  • Represented clients in audit by Internal Revenue Service through the IRS Appeals Division concerning valuation issues.
  • Successfully represented commercial landlord to obtain large jury verdict against former tenant.
  • Successfully prosecuted multiple trademarks for shoe designer, internet access provider and entertainment group.
  • Successfully argued record authentication issues before the Massachusetts Supreme Judicial Court.
  • Successfully established a new theory of damages in insurance claims before the Massachusetts Appeals Court.
  • Successfully established a new law regarding estate statute of limitations case by arguing Supreme Judicial Court.
  • Successfully represented majority shareholder in $4 million alleged “freezeout” action brought by minority shareholder.
  • Successfully defended boat owner in a suit brought by buyer who was defrauded by alleged agent of owner.
  • Successfully represented homeowners association against real estate developer.
  • Successfully represented engineer in complex commercial litigation.
  • Defended former business owners in alleged misrepresentation suit brought by buyer for damages allegedly arising from $2 million sale of business.
  • Represented commercial building owner against contractor in $2 million construction dispute.

Contact

Talk to a Schlossberg lawyer.

For general inquiries, please send an email to [email protected]. Sending an email to this address does not create an attorney-client relationship, and any information sent to this address should not be considered confidential.

(781) 848-5028Fax (781) 848-5096

Braintree Principal office

35 Braintree Hill Park, Ste. 401
Braintree, MA 02184

Phone (781) 848-5028
Fax (781) 848-5096

Needham Second office

75 Second Avenue, Suite 605
Needham, MA 02494

Phone (781) 848-5028

Directions to Braintree

Take Exit 6, Route 37.

Building #35 is near the top of the hill on the right. Visitor parking is in the front of the building. Schlossberg, LLC is on the fourth floor, Suite 401: turn right off the elevator and look for the glass entrance to our office straight ahead. An accessible entrance is located in the lower parking level.

From Boston

Follow the Southeast Expressway (Route 93) and bear right to Dedham/Route 93 South and take Exit #6, Route 37 (Holbrook/Braintree). Take left at end of the ramp. Come to set of lights with Men’s Wearhouse/FedEx on right (across from Herb Chambers Ford dealership) and turn right up hill.

From Cape Cod / South Shore (Rt. 3 N)

Follow Route 3 to the Braintree split. Bear left and follow signs to Dedham/Route 93 South (to Route 95). Take first Exit #6, Route 37 (Holbrook/Braintree). Take left at the end of the ramp. Come to set of lights with Men’s Wearhouse/FedEx on right (across from Herb Chambers Ford dealership) and turn right up hill.

From West / Northwest

Take Route 128 South to Exit #6, Route 37. At lights, take a left and follow under the underpass, past Barnes & Noble Bookstore to second set of lights. Men’s Wearhouse/FedEx will be on the right (across from Herb Chambers Ford dealership). Turn right and go up the hill.

From Rhode Island

Take 95 North to 93 South to Exit #6, Route 37. At lights, take a left and follow under the underpass, past Barnes & Noble Bookstore to second set of lights. Men’s Wearhouse/FedEx will be on the right (across from Herb Chambers Ford). Turn right at light and go up the hill.

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