Attorneys
Worcester
Worcester
The Guaranty Building
370 Main Street, 12th Floor
Worcester, MA 01608
Framingham
Framingham
The Meadows
161 Worcester Road, Suite 501
Framingham, MA 01701
Cape Cod
Cape Cod
1597 Falmouth Road
Centerville, MA 02632
Medfield
Medfield
Olde Medfield Square
266 Main Street, Bldg. 2, Suite 15A
Medfield, MA 02052
New Bedford
New Bedford
651 Orchard Street, Suite 107
New Bedford, MA 02744
Providence
Providence
1 Richmond Square, Suite 303N
Providence, RI 02906
Boston
Boston
12 Post Office Square, 6th Floor
Boston, MA 02109
Hudson
Hudson
69 Main Street
Hudson, MA 01749
Practice Areas
Niche industries
Open detail
Cannabis & Breweries
Cannabis & Breweries
Open detail
Closely Held and Family-Owned Businesses
Closely Held and Family-Owned Businesses
Open detail
Condominiums
Condominiums
Open detail
Medical & Dental Practices
Medical & Dental Practices
Open detail
Private Foundations
Private Foundations
Open detail
Real Estate Developers
Real Estate Developers
Open detail
Restaurants
Restaurants
Open detail
All Industries
  • Multiple Dates

Estate Planning Webinar

Please join Fletcher Tilton Tax Attorney and Certified Elder Law Attorney Michael T. Lahti for an informative webinar. In the comfort of your own home or office, you will learn why some wills do not work, even when drafted correctly.  Details for the next upcoming date.

SHOW ALL UPCOMING DATES

Learn More
Learn More
  • Multiple Dates

How to Administer a Special Needs Trust

This annual training and update for Parents, Trustees and Successor Trustees of Special Needs Trusts and OBRA ‘93 Trusts has been reconfigured into a three-part series of evening webinars to accommodate these unusual times.  Details for the next upcoming date.

SHOW ALL UPCOMING DATES

Learn More
Learn More
Learn More
  • Tue. Nov. 17, 2020
  • 6:00-7:00 PM
 

Thrive Support & Advocacy Virtual Workshop

Fletcher Tilton attorney Theresa Varnet, M.S.W., J.D. will speak about ABLE Accounts with 1st and 3rd Party Special Needs Trusts.

Learn More

Learn More

View Past 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.

Please enter your name.
Please enter your email address.
Please enter your message.

You must attach a copy of the PDF application form linked above. You may add pages to the application, but the name of the file must remain the same.

Please attach Job_Application_Form.pdf
reCAPTCHA is mandatory
Subscribe to our newsletter.
First name is required.
Email is required.
Email does not match.
Publications
reCAPTCHA is mandatory
Welcome to fletcher tilton Online Invoice Payment Center.
Card holders name is required.
Please enter invoice number.
Please enter amount to be paid.
Please enter valid card number.
CCV code is required.
/
Please select expiration date.
Please enter your street address.
Please enter your city.
Please enter your state Code.
Please enter your postal code.
Please enter your contact number.
Please enter your email address.
Welcome to fletcher tilton Online Retainer Funding Center.
Card holders name is required.
Please enter a client number.
Please enter amount to be paid.
Please enter valid card number.
CCV code is required.
/
Please select expiration date.
Please enter your street address.
Please enter your city.
Please enter your state Code.
Please enter your postal code.
Please enter your contact number.
Please enter your email address.
Welcome to fletcher tilton Online Immigration Pre-Payment Center.
Bank account type is required.
Please enter a valid name.
Please enter amount to be paid.
Please enter client number.
Bank routing number is required.
Bank routing did not match.
Bank account number is required.
Bank account number did not match.
Please enter your street address.
Please enter your city.
Please enter your state Code.
Please enter your postal code.
Please enter your contact number.
Please enter your email address.
Welcome to fletcher tilton Online PAY BY CHECK.
Bank account type is required.
Please enter a valid name.
Please enter amount to be paid.
Please enter invoice number.
Bank routing number is required.
Bank routing did not match.
Bank account number is required.
Bank account number did not match.
Please enter your street address.
Please enter your city.
Please enter your state Code.
Please enter your postal code.
Please enter your contact number.
Please enter your email address.