|   | | Law Firm in Worcester, Massachusetts | |
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| | Address | | 370 Main Street, Suite 800 | | Worcester, Massachusetts 01608 | | (Worcester Co.) | | | |
| | Contact Information | | Phone: 508-756-2423 | | Fax: 508-755-6640 | | Visit Our Website | | http://www.mdwllp.com |  | | Send Us Email |  |
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(Main Office)
| Mountain, Dearborn & Whiting LLP practices in the following areas of law:
General Practice. Banking, Probate, Corporation, Taxation, Real Estate, Employment, Estate Planning and Trust Law. Trials in all Courts. | | Year Established: 1888 | Firm Profile:
The firm is a decade into its second century. Its range of services includes corporate law, probate and estate planning, property development, banking and commercial law, purchase and sale of businesses, taxation, divorce, real estate, civil trials and appeals and representation of creditors in bankruptcy. In each of these areas the firm has earned a reputation for excellence, responsiveness, and integrity. Charles B. Swartwood, III has attained Martindale-Hubbell's highest rating for legal ability and ethical standards. | | Firm Size: 15 | References:
Fleet National Bank; Flagship Bank and Trust Company; Commerce Bank and Trust Company; UniBank for Savings; Sovereign Bank New England. | | MEMBERS OF FIRM | | Alfred N. Whiting (1920-1989). | | Thomas R. Mountain (Member) born East Orange, New Jersey, October 21, 1916; admitted to bar, 1946, New Jersey; 1948, Massachusetts. Education: Lawrenceville School; Princeton University (A.B., 1939); Harvard Law School (LL.B., 1942). Fellow, American College of Trust and Estate Counsel. Member: Worcester County, Massachusetts and American Bar Associations. Practice Areas: Estate Planning Law; Probate and Trust Law. Email: Thomas R. Mountain | | Richard W. Dearborn (Member) born Portland, Maine, August 12, 1920; admitted to bar, 1948, New York; 1953, Massachusetts. Education: Bates College (A.B., 1941); Harvard Law School (LL.B., 1948). Phi Beta Kappa. Member: Worcester County, Massachusetts and American Bar Associations. Fellow, American College of Trust and Estate Counsel. Practice Areas: Corporate Law; Estate Planning Law. Email: Richard W. Dearborn | | Samuel R. DeSimone (Member) born Worcester, Massachusetts, August 28, 1928; admitted to bar, 1953, Massachusetts; 1994, U.S. Supreme Court. Education: Amherst College (B.A., 1950); Georgetown University (J.D., 1953). Assistant Attorney General, 1960-1962 and 1970-1975. Town Counsel, West Boylston, 1979-1992. Member: Worcester County (President, 1978) and Massachusetts Bar Associations. [With U.S. Army, 1954-1956]. Practice Areas: Land Use Law; Development Law; Eminent Domain Law. Email: Samuel R. DeSimone | | Henry W. Beth (Member) born Worcester, Massachusetts, December 28, 1947; admitted to bar, 1972, Massachusetts. Education: Clark University (B.A., 1969); Boston University (J.D., 1972). Town Counsel, Town of Petersham, Massachusetts, 1975-1989. Member: Worcester County and Massachusetts Bar Associations. Practice Areas: Corporate Finance Law; Real Estate Law; Commercial Law. Email: Henry W. Beth | | Stuart A. Hammer (Member) born Passaic, New Jersey, October 21, 1943; admitted to bar, 1968, New Jersey; 1971, District of Columbia; 1973, Connecticut; 1978, Massachusetts. Education: Cornell University (B.A., 1965); Fordham University (J.D., 1968); New York University (LL.M., Taxation, 1970). Attorney-Advisor to the late Honorable John Kern and the Honorable Theodore Tannenwald, Jr. of the U.S. Tax Court (1970-1973). Member: Worcester County, Massachusetts and American (Member, Section on Taxation) Bar Associations; National Academy of Elder Law Attorneys. Fellow: American College of Trust and Estate Counsel. Practice Areas: Estate Planning; Trust Administration; Estate Administration; Personal Planning; Corporate Planning; Business Planning; Elder Law; State Taxation; Federal Taxation. Email: Stuart A. Hammer | | James D. O'Brien, Jr. (Member) born Worcester, Massachusetts, August 10, 1947; admitted to bar, 1973, Massachusetts and U.S. District Court, District of Massachusetts; 1980, U.S. Court of Appeals, 1st Circuit and U.S. Supreme Court. Education: College of the Holy Cross (A.B., 1969); Boston College (J.D., 1973). Counsel: Worcester Regional Transit Authority, 1974-2004. Vice Chairman, 1981-1986 and Chairman, 1986-1987, Worcester Airport Commission. Member, Governors Council, Seventh District, 1987-1995. Member: Worcester County (Member, Executive Committee, 1989—; President, 2000—), Massachusetts and American Bar Associations; The Association of Trial Lawyers of America; Massachusetts Academy of Trial Attorneys. Practice Areas: Commercial Litigation; Personal Injury Litigation; Governmental Law. Email: James D. O'Brien, Jr. | | Francis J. Russell (Member) born Worcester, Massachusetts, September 6, 1954; admitted to bar, 1979, Massachusetts. Education: Georgetown University and Boston College (B.S., cum laude, 1976); Suffolk University (J.D., 1979); Boston University (LL.M. in Taxation, 1982). Member, Finance Committee, Town of Shrewsbury. Vice Chair, Massachusetts Board of Overseers. Member: Worcester County (President, 1997-1998), Massachusetts and American Bar Associations. Fellow: Massachusetts Bar Foundation (Trustee, 2001-2005). Practice Areas: Taxation Law; Income Tax; Estate and Gift Taxation; Probate and Family Law; Estate Planning Law. Email: Francis J. Russell | | Dale R. Harger (Member) born Grand Rapids, Michigan, January 14, 1946; admitted to bar, 1981, Massachusetts; 1982, U.S. District Court, District of Massachusetts; 1994, U.S. Supreme Court. Education: University of Michigan (A.B., with high distinction, 1968); Boston College (J.D., cum laude, 1981). Phi Beta Kappa; Phi Kappa Phi. Member: Worcester County, Massachusetts and American Bar Associations. Practice Areas: Business Law; Corporate Law; Appellate Litigation. Email: Dale R. Harger | | Ann K. Molloy (Member) born Newport, Rhode Island, August 23, 1952; admitted to bar, 1979, Minnesota; 1986, Massachusetts. Education: Mount Holyoke College (A.B., magna cum laude, 1974); University of Michigan (J.D., 1979); Boston University (LL.M. in Taxation, 1988). Phi Beta Kappa. Law Clerk to the Honorable C. Donald Peterson, Associate Justice, Minnesota Supreme Court, 1979-1981. Member: Worcester County, Massachusetts and American Bar Associations. Practice Areas: Estate Planning Law; Probate and Trust Law; Elder Law. Email: Ann K. Molloy | | Patricia M. Finnegan (Member) born Worcester, Massachusetts, July 14, 1956; admitted to bar, 1981, Massachusetts and U.S. District Court, District of Massachusetts; 1989, U.S. Supreme Court. Education: College of the Holy Cross (A.B., 1978); Suffolk University Law School (J.D., 1981). President, Moot Court Board, 1980-1981. Member: Wachusett Regional School District School Committee, 2002-2005; Massachusetts Judicial Nominating Counsel Executive Committee, 1992-1993. Member: Worcester County Bar Association (Member, Executive Committee, 1986-1987). Practice Areas: Land Use Law and Litigation; Real Estate; Litigation. Email: Patricia M. Finnegan | | ASSOCIATES | | Robert S. Heppe, Jr. (Associate) born Camden, New Jersey, February 21, 1948; admitted to bar, 1973, New Jersey, 1986, Massachusetts. Education: Lafayette College (A.B., 1970); Suffolk University (J.D., 1973); New York University (LL.M., Taxation, 1986). Phi Alpha Delta. Member, School Committee, Princeton, Massachusetts, 1987-1989. Member, 1994-2004 and Chair, 2000-2004, Finance Committee, Sterling, Massachusetts. Moore & Hepper, 1986-1994. Mirick O'Connell DeMallie & Lougee, 1994-2003. Member: Worcester County (Member, Tax, Trusts and Estates, 1986—; Member, Executive Committee, 1998-2000), Massachusetts (Tax Council, 1996-1997) and American Bar Associations; Judge Advocates Association, American Inn of Court. Fellow: Massachusetts Bar Foundation; American College Trust and Estate Counsel. [Colonel (Retired), Army Reserve, JAGC, 1970-2006]. Reported Cases: Pond v. Pond, 424 Mass. 894 (1997). Practice Areas: Estate Planning; Corporate Law; Real Estate; Probate; Business Law. Email: Robert S. Heppe, Jr. | | Sherri A. Sacks-Martin (Associate) born Easton, Pennsylvania; admitted to bar, 1994, Connecticut. (Not admitted in Massachusetts). Education: Mary Washington College (B.A., 1988); Western New England College (J.D., 1993). Member: Connecticut Bar Association. Practice Areas: Trusts and Estates. Email: Sherri A. Sacks-Martin | | Paul C. Foley (Associate) born Boston, Massachusetts, July 6, 1977; admitted to bar, 2004, Massachusetts. Education: Boston University (B.A., cum laude, 2000); Georgetown University Law Center (J.D., 2004). Member: Worcester County and Massachusetts Bar Associations. Languages: Spanish. Practice Areas: General Litigation; Family Law. Email: Paul C. Foley | | OF COUNSEL | | Joseph Lian, Jr. (Of Counsel) born Worcester, Massachusetts, January 16, 1934; admitted to bar, 1960, Massachusetts. Education: College of the Holy Cross (A.B., 1955); Boston College (J.D., 1960). Justice, Massachusetts Probate and Family Court, 1990-2004. Member: Worcester County (President, 1981-1982) and Massachusetts (Member, Board of Delegates, 1981-1986) Bar Associations; Massachusetts Judges Conference (Treasurer, 1997-2002); Massachusetts Bar Foundation (Trustee, 1998-2003). Email: Joseph Lian, Jr. | | Charles B. Swartwood, III (Of Counsel) born Wellsville, New York, March 3, 1938; admitted to bar, 1964, Massachusetts; 1967, U.S. District Court, District of Massachusetts; 1974, U.S. Court of Appeals, First Circuit and U.S. Supreme Court; 1984, U.S. Tax Court. Education: Brown University (A.B., 1961); Boston University (LL.B., 1964). Selectman, 1967-1970, Moderator, 1970-1973, and 1977-1980, Town of Southborough, Massachusetts. Special Justice, Central District Court of Worcester, 1973-1976. Member, 1981-1985 and Vice Chairman, 1985, Massachusetts Board of Bar Overseers. Trustee, 1986-1988, 1989-1990, and Treasurer, 1987-1988, Massachusetts Continuing Legal Education, Inc. Member, Board of Overseers, Supreme Judicial Court, 1989-1991. Lawyers Concerned for Lawyers Oversight Committee, 1993-2000. Commissioner/Hearing Officer, Judicial Misconduct, Supreme Judicial Court, 1983, 1989, 1991. Director, Federal Magistrate Judge's Association, First Circuit, 1999-2003. Chief Magistrate Judge, U.S. District Court, District of Massachusetts, 2005-2006; Magistrate Judge, 1993-2004. Life Member, 1989—and President, 1991—, Massachusetts Bar Foundation. Life Member, Worcester County Bar Foundation. Member: Worcester County (President, 1979-1980) and Massachusetts (President, 1989-1990) Bar Associations. Practice Areas: Civil Litigation. Email: Charles B. Swartwood, III |
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