Cushing & Dolan

What Cushing & Dolan does

Cushing & Dolan, P.C. is a Waltham, Massachusetts-based law firm founded in 1984 by Leo J. Cushing, specializing in estate planning, tax law, elder law, probate, real estate, and business law. The firm operates as a traditional professional services practice with approximately 20 attorneys and 45 support staff (roughly 65 employees total) holding over 275 years of combined legal experience, with multiple attorneys holding LL.M. in Taxation degrees and CPA certifications that create a combined legal-and-tax expertise profile uncommon in regional firms. Service delivery occurs through eight physical office locations across Massachusetts (Waltham headquarters plus Braintree, Hyannis, Westborough, Woburn, Longmeadow), New Hampshire (Bedford), and Rhode Island (Cranston), with attorney licensing extended to Connecticut, Florida, North Carolina, and Pennsylvania.

The firm operates as a single full-service legal practice rather than a technology platform, with no proprietary software, APIs, or AI capabilities disclosed. Core service lines include Estate & Tax Planning (wills, trusts, ILITs, IDGTs, GRATs, special needs trusts, dynasty trusts), Elder Law (Medicaid eligibility and long-term care planning), Estate Tax Preparation and Probate, Tax Disputes and Controversy (IRS and state representation, U.S. Tax Court litigation), Litigation, Real Estate (residential and commercial closings, zoning, 1031 exchanges), and Business Law (entity formation, succession planning, M&A). The firm bundles educational content marketing—most notably The Legal Exchange radio show on WRKO Boston hosted by Todd E. Lutsky—and regular seminars for CPAs, attorneys, and banking clients as primary client acquisition channels.

Cushing & Dolan generates revenue through professional services fees billed as hourly rates, fixed fees for specific deliverables (will preparation, trust drafting), and flat-rate consultations, with a free initial consultation offered as a conversion mechanism. The client base is highly distributed across HNW individuals and families, closely held businesses, seniors requiring Medicaid planning, and real estate buyers/sellers/lenders—reducing any single-customer concentration risk. The firm is privately held with no external funding, operates as a professional corporation under Massachusetts jurisdiction, and grows via incremental associate hiring and geographic licensing expansion rather than M&A or platform scaling.

Name

Cushing & Dolan

Legal name

Cushing & Dolan, P.C.

Website

https://cushingdolan.com

Company type

Private

Founded year

1984

Operating status

Operating

Headcount range

11–50 employees

Short description

Cushing & Dolan, P.C. is a Waltham, Massachusetts-based law firm founded in 1984 with ~20 attorneys and 45 support staff across eight office locations in MA, NH, and RI, providing estate planning, tax law, elder law, probate, real estate, and business law services to high-net-worth individuals, families, closely held businesses, and seniors.

Ownership category

akta.pro rank

Headquarters

HQ city

Waltham

HQ country

United States

HQ region

North America

Offices8 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Legal Services Fees: Professional legal services billed primarily through hourly fees, fixed fees for specific services (will preparation, trust drafting), and flat-rate consultations. Revenue derived from estate planning, tax representation, real estate transactions, business law matters, and litigation services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Cushing & Dolan, P.C. is a Boston-area law firm providing legal counsel in estate and tax planning, elder law, estate tax preparation and probate, tax disputes and controversy, litigation, real estate transactions, and business law. The firm serves individuals, families, closely held businesses, and lending institutions across Massachusetts, New Hampshire, Rhode Island, and other states through eight office locations staffed by approximately 20 attorneys.

Product overview

Cushing & Dolan, P.C. is a Boston-based law firm established in 1984 offering comprehensive legal services primarily focused on estate planning, tax law, elder law, probate, real estate, and business law. The firm operates as a single full-service legal practice rather than a platform-plus-modules architecture. Their core offerings span six main practice areas: Estate & Tax Planning Services (including wills, various trust structures, and tax minimization strategies), Elder Law Services (Medicaid planning and long-term care), Estate Tax Preparation & Probate Services, Tax Disputes & Controversy Representation, Litigation Services, Real Estate Legal Services, and Business Law Services. Additional service modules include trust administration, prenuptial agreements, and an educational radio program called The Legal Exchange. The firm has over 275 combined years of legal experience across approximately 20 attorneys serving clients in Massachusetts, New Hampshire, Connecticut, Florida, North Carolina, and Pennsylvania.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate & Tax Planning Services Comprehensive estate planning including wills, trusts, powers of attorney, health care proxies, living wills, and tax minimization strategies for individuals, families, and closely held business owners.
• Elder Law Services Legal counsel for seniors including Medicaid planning, long-term care planning, asset protection from nursing home costs, guardianships, and conservatorships.
• Estate Tax Preparation & Probate Services Probate administration, Massachusetts and federal estate tax return preparation, trust funding, fiduciary representation, and estate settlement services.
• Tax Disputes & Controversy Services Representation in IRS and state tax authority audits, appeals, U.S. Tax Court litigation, and resolution of tax controversies for individuals and businesses.
• Litigation Services Litigation representation for business disputes, trust and estate litigation including will contests and breach of fiduciary duty claims, and real estate disputes.
• Real Estate Legal Services Full-service residential and commercial real estate legal support including purchases, sales, financing, leases, zoning, land court matters, 1031 exchanges, and reverse mortgages.
• Business Law Services Business formation, entity selection, succession planning, mergers and acquisitions, corporate maintenance, shareholder disputes, and business agreement drafting and negotiation.

Named customers2 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Avidia BankminorGTM or Marketing Partner · 4 June 2026Avidia Bank hosts an annual CPA Conference at Worcester Country Club featuring Leo J. Cushing and Todd Lutsky as speakers. The firm regularly partners with Avidia Bank for educational events targeting financial professionals.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Burns & Levinson LLP: Boston-based full-service law firm with established private client, estate planning, and real estate practices - directly competes with Cushing & Dolan for HNW individuals and family businesses in the Greater Boston market.
• Mirick O'Connell DeMallie & Lougee, LLP: Massachusetts-based law firm with substantial trusts and estates, elder law, and real estate practices serving HNW clients and families throughout New England - directly comparable in size, geography, and practice focus.
• Murphy & King, P.C. Boston-based commercial law firm with a dedicated private clients and trusts/estates group - comparable in size and regional positioning to Cushing & Dolan's estate planning practice.
• Pabian & Russell LLC: Massachusetts law firm with dedicated estate planning, elder law, and Medicaid planning practice - directly comparable in specialty focus, client demographic (seniors and HNW), and regional footprint.

Others

• Bessemer Trust: Large private wealth management firm with estate planning and trust services for ultra-HNW families - adjacent competitor that bundles legal planning with investment management, capturing clients Cushing & Dolan serves.

Emerging players

• LegalZoom: Online legal services platform offering wills, LLC formation, and basic estate planning - emerging competitor targeting price-sensitive clients that could erode the firm's entry-level practice volume over time.
• Trust & Will: Online legal tech platform offering automated estate planning documents at lower price points - emerging competitor that commoditizes the basic will/trust preparation work Cushing & Dolan performs, particularly for younger and lower-asset clients.

Broad incumbents

• Day Pitney LLP: Large Connecticut-based full-service law firm with a significant trusts and estates practice serving HNW clients across New England and Florida - directly competes with Cushing & Dolan in the regional estate planning market but with broader corporate capabilities.
• Wells Fargo Private Wealth Services: National wealth management division offering estate planning, trust services, and family office capabilities - competes for the same HNW client base as Cushing & Dolan but bundles legal services within broader banking relationships.

Regional players

• Kassouf & Co. Small Boston-area firm specializing in tax planning and business advisory services with overlap into estate planning for closely held business owners - similar specialty niche with comparable Massachusetts focus.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• Xtwitter.com/CushingDolanPC
• Facebookfacebook.com/CushingDolanPC
• LinkedInlinkedin.com/company/67565

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cushing & Dolan