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Law Offices of
Wayne R. Davies
B.S., J.D., LL.M. Tax, CFP, ChFC, CFS

 

Mission Statement

Estate and Tax Planning

Elder Care Planning

Bankruptcy

Other Legal Services

Financial Calculators

Financial Services

Articles and Links

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Atty. Wayne R. Davies concentrates in Estate and Tax Planning, Elder Care & Medicaid Planning, and Bankruptcy, including wealth accumulation, preservation, and transfer strategies.  Atty. Davies has maintained his principal office in Milford, Massachusetts since 1987.


Professional Experience
Atty. Davies is formerly a Tax Consultant with Deloitte and Touche, an international "Big Six" Certified Public Accounting firm.  At Deloitte, Atty. Davies provided sophisticated estate and tax planning services and represented clients with respect to compliance issues and audits before the Internal Revenue Service and Massachusetts Department of Revenue.  Before Deloitte, Mr. Davies was an Internal Auditor with Mobil Oil Corporation in its world headquarters in New York City and outside Washington D.C.


Education
Atty. Davies is a graduate of the following institutions:

 

B.S. – Bachelor of Science in Business Administration
with concentrations in Accounting and Computer Science
Boston College, Management Honors Program,
The Wallace E. Carroll School of Management
, 1976. 

J.D. – Juris Doctor – New England School of Law, 1984.

LL.M. in Tax – Boston University School of Law
Graduate Tax Program
, 1988.

Don Bosco Prep, 1972
Ramsey, New Jersey

Bar Memberships
Atty. Davies is admitted to practice before the following courts:

Massachusetts Supreme Judicial Court
United States Supreme Court
United States Court of Appeals - 1st Circuit
United States Bankruptcy Court
United States District Court - Massachusetts
United States Tax Court

 

Affiliations
Atty. Davies is affiliated with the following professional organizations:

Member of the National Academy of Elder Law Attorneys

Participating member of the Legal Services Network of
The American Association of Retired Persons (AARP)

Cooperating Attorney of the Legal Services Plan of the UAW Union

Member of the H.D.Vest Lawyer Referral Network

Member of The Financial Planning Association

Member of the National Association of Estate Planners and Councils

Member of the Boston Estate Planning Council


Other Credentials
Mr. Davies is a Certified Financial Planner (CFP) licensee and a Chartered Financial Consultant (ChFC).     

Personal
Atty. Davies resides in Hopkinton, Massachusetts with his wife and two sons.   Mr. Davies serves the community as an adult leader in the Boy Scouts of America and also sits as a full member of the zoning Board of Appeals for the Town of Hopkinton.  Mr. Davies is also the President and a Director of the Joseph J. Colella Foundation, Inc., a non-profit private foundation.

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Atty. Wayne R. Davies
288 Main Street
Milford, MA  01757-2521
(508) 478-2600
(800) 648-1000
Davies7@AttyDavies.com

 

Copyright 1999-2006 © Wayne R. Davies.  All rights reserved.
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