Pathway Law LLC

03/10/2026

We’re looking forward to being out in the community again this spring with Arlington Community Education.
Join us for our upcoming classes on Estate Planning Essentials, Long-Term Care Planning, Special Needs Planning, and Preserving & Passing On the Family Cottage (without destroying the family!).

We always enjoy our time in the community and look forward to seeing you there. 📅 Click the link below to register!!
https://view.publitas.com/arlington-community-education/spring2026/page/32-33

Estate Planning Essentials –
David W. Adams
Estate planning is for everyone, not just the wealthy or elderly. Learn how to plan for incapacity with tools like health care proxies, advance directives, and powers of attorney. Discover strategies to avoid probate court and its costs, and understand how trusts can protect assets, reduce taxes, and simplify estate administration. We’ll cover how to reduce capital gains taxes for your heirs, and examine Massachusetts estate tax laws, learning how to minimize this “death tax”—often by as much as $150,000 to $300,000. April 7th at 7:00 p.m.

Prepare for Long-Term Care –
David W. Adams
This class builds on the foundational concepts of Estate Planning Essentials. As we get older, many of us wrestle with important questions: Do I want to age in my current home or move to a new living environment? What will my health needs require? What can I afford? What resources are available to me to help accomplish these goals? Learn about various long-term care strategies and the pros and cons of each. We will discuss reliance on family members for care needs, reverse mortgages, long-term care insurance, public benefits through MassHealth, various estate planning techniques (using wills, trusts, and lifetime gifting), protecting assets for children and other heirs, and pulling together a team of advisors to help you navigate your long-term care goals. May 12th at 7:00 p.m.

Estate Planning for Loved Ones with Disabilities, Building a Vision for the Future – David W. Adams & Susan Traganos
Planning for a loved one with a disability comes with unique considerations and opportunities. This session introduces strategies to create a secure, meaningful future. Learn how to structure a Special Needs Trust to protect benefits, manage taxes, and allow family contributions. Explore selecting the right trustee, including the potential role of siblings, and how to build oversight and support into the plan. We’ll also cover non-legal tools, such as assembling a support team and creating a “memo of intent” to guide future caregivers. Designed for parents, caregivers, and family members who want to ensure their loved one thrives. April 28th at 7:00 p.m.

Preserving & Passing On the Family Cottage (without destroying the family!) Vacation homes often represent some of a family’s most cherished memories and legacies for children and grandchildren. However, planning for their transfer to the next generation can be messy and lead to significant family conflict. Also, adding your children as co-owners to your vacation home during your lifetime can have significant negative tax consequences, as well as expose your treasured home to your children’s creditors. With ample time for questions, we will review issues such as: Who can be an owner? How are decisions to be made regarding repairs and upkeep? Who can use the home and when? How do we fund the future costs? We will cover planning techniques that create a smooth transition of your family home while protecting this family asset for generations to come. May 26th at 7:00 p.m.

Arlington Community Education Spring 2026 catalog. Hundreds of classes for adults, families, and kids. April–June 2026

01/06/2026

🌟 We’re looking forward to being out in the community with Arlington Community Education. 🌟 Join us for our upcoming classes on Estate Planning Essentials, Long-Term Care Planning, and our exciting new class on Special Needs Planning. We always enjoy our time in the community and look forward to seeing you there. 📅 Click the link below to register!!
https://view.publitas.com/arlington-community-education/winter2026/page/28-29

Estate Planning Essentials –
David W. Adams & Jennifer Maloney Plante
Estate planning is for everyone, not just the wealthy or elderly. Learn how to plan for incapacity with tools like health care proxies, advance directives, and powers of attorney. Discover strategies to avoid probate court and its costs, and understand how trusts can protect assets, reduce taxes, and simplify estate administration. We’ll cover how to reduce capital gains taxes for your heirs, and examine Massachusetts estate tax laws, learning how to minimize this “death tax”—often by as much as $150,000 to $300,000. Tuesday, Jan. 13 | 7:00–9:00 pm |

Prepare for Long-Term Care –
David W. Adams & Jennifer Maloney Plante
This class builds on the foundational concepts of Estate Planning Essentials. As we get older, many of us wrestle with important questions: Do I want to age in my current home or move to a new living environment? What will my health needs require? What can I afford? What resources are available to me to help accomplish these goals? Learn about various long-term care strategies and the pros and cons of each. We will discuss reliance on family members for care needs, reverse mortgages, long-term care insurance, public benefits through MassHealth, various estate planning techniques (using wills, trusts, and lifetime gifting), protecting assets for children and other heirs, and pulling together a team of advisors to help you navigate your long-term care goals. Tuesday, Jan. 27 | 7:00–8:30 pm |

Estate Planning for Loved Ones with Disabilities, Building a Vision for the Future – David W. Adams & Susan Traganos

Planning for a loved one with a disability comes with unique considerations and opportunities. This session introduces strategies to create a secure, meaningful future. Learn how to structure a Special Needs Trust to protect benefits, manage taxes, and allow family contributions. Explore selecting the right trustee, including the potential role of siblings, and how to build oversight and support into the plan. We’ll also cover non-legal tools, such as assembling a support team and creating a “memo of intent” to guide future caregivers. Designed for parents, caregivers, and family members who want to ensure their loved one thrives. Tuesday, Feb. 10 | 7:00–8:30 pm |

07/24/2025

Ready to return to class in the fall? Join us for our Estate Planning Classes!

Check out Arlington Community Education for more information.

https://www.arlingtoncommunityed.org/

David W. Adams & Jennifer Maloney Plante

With both humor and knowledge, two local attorneys and estate planning specialists will address the fundamentals of estate planning.

Essentials: Estate planning is for everyone, not just the wealthy or elderly. Learn how to plan for incapacity with tools like health care proxies, advance directives, and powers of attorney. Discover strategies to avoid probate court and its costs, and understand how trusts can protect assets, reduce taxes, and simplify estate administration. We’ll cover how to reduce capital gains taxes for your heirs, and examine Massachusetts estate tax laws, learning how to minimize this “death tax”—often by as much as $150,000 to $300,000.

9/30/25 | 7:00–9:00 pm | AHS

Building on the Essentials: Further explore incapacity planning with real-life examples. Learn strategies for transferring your possessions, social media accounts, and other assets. Explore tax planning and charitable giving. Understand the differences between revocable and irrevocable trusts, common trust issues, and how to avoid them. We’ll also discuss thoughtful gifting ideas to make a difference in the lives of your loved ones. (The Essentials class is recommended as a prerequisite, though not required.)

10/14/25 | 7:00–8:30 pm | AHS

Prepare for Long-Term Care: This class builds on the foundational concepts of Estate Planning Essentials. As we get older, many of us wrestle with important questions: Do I want to age in my current home or move to a new living environment? What will my health needs require? What can I afford? What resources are available to me to help accomplish these goals? This class will focus on leveraging both human and financial resources to provide for your best possible life and care. Learn about various long-term care strategies and the pros and cons of each. We will discuss reliance on family members for care needs, reverse mortgages, long-term care insurance, public benefits through MassHealth, various estate planning techniques (using wills, trusts, and lifetime gifting), protecting assets for children and other heirs, and pulling together a team of advisors to help you navigate your long-term care goals.

11/4/25 | 7:00–8:30 pm | AHS

07/30/2024

Pathway Law is growing! Our Belmont office is seeking a Legal Assistant to support our estate planning, estate administration, and fiduciary services teams.

Why Join Us?

Collaborative Workplace: We are a team of professionals who really enjoy working together. We support each other in providing outstanding counsel to our clients. While demanding, it’s fun to work here!

Growth: Every part of our practice is growing. We have plenty of opportunities for professional advancement and development, including weekly staff training, 1-on-1 mentoring, and an individual training track based on your professional goals and skills, and the firm’s needs.

Meaningful work: Our work helps families make some of the most important (and sometimes most difficult) decisions of their lives. We also work with families who are experiencing grief after the loss of a loved one. We strive to support our clients through these times and help them plan for the future. This makes our work extremely meaningful.

Work-Life Balance: We offer a flexible work environment to help our staff maintain a healthy work-life balance.

Benefits: competitive salary, 401(k) and PTO, and opportunity for advancement.

The Legal Assistant position will work on-site at our Belmont office. The ideal candidate is friendly, curious, creative, resourceful, self-motivated, detail-oriented, loves to learn, and has strong teamwork skills. We hire and reward individuals who embrace our core values: Client First (Really!), Excellence, Humility, Great Communication, and Teamwork.

Responsibilities include:

Supporting attorneys and paralegals in client work and communications

Document drafting

Day-to-day office logistics and client meeting preparation

Special projects related to firm technology and operations

Required Skills:

At least two years of experience in an office environment, proficiency in Microsoft Office 365, and strong writing, computer, phone, and email communication skills. Candidates with the above skills but from non-legal backgrounds are strongly encouraged to apply.

Starting salary: $20-25/hour, based on experience and skills.

To apply, please submit a resume and cover letter in PDF format to [email protected].

11/15/2022

We are hiring! Both for a Partner/Sr. Associate and a Legal Assistant. See below, and reach out if you are interested in a great place to work!

11/15/2022

PARTNER OR SR. ASSOCIATE - TRUSTS AND ESTATES
(full or part-time)
We are a boutique estate planning firm in Belmont, Massachusetts providing estate planning, estate administration, and trustee services. All of the firm’s practice areas are growing. We seek to add an experienced estate planning attorney who will contribute significantly to the firm’s success and embrace our vision and team culture.
We recognize that no person may have all the skills we are looking for. We are agile and can adjust this position for the right person. We invest significantly in our team members. The position can be part or full-time and can include working remotely.
Our interview process will be slow and deliberate in order to find the right person who will be with us long-term.
Experience and Skills
• 5-10+ years of trusts and estates experience. Skilled in areas of tax, asset protection, and estate administration. Experience in (or a desire to learn about) “purposeful planning” (see Purposeful Planning Institute).
• Trustee experience (or advising) desired.
• Embody our core values: Client First (Really!), Excellence, Humility, and Great Communication.
• Ability to delegate to and rely on a great admin team.
• View mistakes, failure (and occasional conflict) as an opportunity for growth.
• Excellent references.
Role and Responsibilities
• Working with $5-$15M+ estate planning clients through the planning process, supported by the firm’s intake coordinator and drafting paralegals.
• Serving on the firm’s estate planning drafting committee.
• Working closely with the firm’s estate administration and probate paralegals, including involvement in the firm’s more complex estate and trust administration client files.
• Contributing to the firm’s weekly staff and leadership team meetings to accomplish the firm’s quarterly goals.
Salary and Benefits
• Salary commensurate with experience and dependent on being a full or part-time role
• 401(k)
• Great suburban office space with part-time remote work option
• An extremely positive work environment with hard-working and friendly staff
To apply for this position, please send your resume and cover letter to [email protected].

11/15/2022

Legal Assistant
(full or part-time)

We are a boutique estate planning firm in Belmont, Massachusetts providing estate planning, estate administration, and trustee services. All of the firm’s practice areas are growing. We seek to add a Legal Assistant who will contribute significantly to the firm’s success and embrace our vision and team culture. The position can be part-time or full-time and will primarily be onsite at our Belmont office. For the right person, we are open to discussing some remote work. The admin assistant position is a training ground for growth with the firm. We seek someone with at least two years of office experience.
The ideal candidate for this job is resourceful, organized, attentive to detail, and works well with others. Candidates will embody our firm’s core values: Client First (Really!), Excellence, Humility, and Great Communication. We invest significantly in our staff, including professional development, legal training, and mentoring. Our interview process is quite deliberate. We are seeking individuals who will become permanent members of our firm.

Role and Responsibilities:

Client Communication
• Client contact to schedule meetings and track down needed information.
Client File Processing
• Prepare new client matter files
• Prepare final client document drafts binders
• Document filing and scanning
• Off-site storage, send, and retrieval
Administrative Support
• Maintain firm’s client database, mailing, and email lists
• Order and organize office supplies
• Process incoming and outgoing mail and FedEx
• Maintain firm’s library
• Keeping track of office events; mailing out sympathy cards and books to clients as requested
• Responsible for copier and postage meter maintenance
• Special Projects
Salary: $21-24/hour + 401(k) eligibility
To apply for this position, please send your resume and cover letter to [email protected].
Submissions will not be reviewed unless submitted in PDF format.

11/22/2020

Happy Thanksgiving all! Grateful for so much during this crazy, difficult time!

Wishing you a wonderful Thanksgiving!