B.S., Boston University, College of Communication, cum laude
J.D., Syracuse University, College of Law
Brett J. Barthelmeh, Esq. is a Partner with Squillace & Associates, P.C., a boutique law firm in Boston’s Back Bay neighborhood. He joined the Firm in 2009 and concentrates his practice on estate planning, probate, and trust administration for individuals, families, and business owners. Brett counsels private clients on creating and maintaining estate plans that are both values-based and tax efficient, with particular emphasis on advising young professional families.
Brett’s practice also includes the diagnostic, design, and implementation of advanced planning strategies to reduce estate tax exposure; asset protection strategies for executives, physicians, and attorneys; structuring impactful philanthropy and charitable giving; planning for non-citizen individuals; and planning involving life insurance, heirloom vacation properties, and other specific assets.
In each of 2014, 2015, and 2016 Brett was recognized as a Massachusetts Super Lawyers Rising Star, an honor awarded to no more than 2.5% of attorneys either 40 years old or younger or in practice for 10 years or less. He is a member of WealthCounsel, a national association of estate planning practitioners, where he serves on the Trusts & Estates Education Advisory Committee; a member of the Boston Estate Planning Council, a multidisciplinary organization of wealth and estate planners, where he serves on the Public Community Outreach Committee; a Co-Chair (and prior Advisory Board member) of the New England 500/501 Circle, a giving circle harnessing collective philanthropy; and former Co-Chair of the Professional Advisor’s Network for the Boston Foundation, Inc. Brett has also been quoted on estate planning topics in publications such as the New York Times, and presented for both Massachusetts Continuing Legal Education and the Boston Bar Association.
Prior to joining Squillace & Associates, Brett supported the underwriting department of an international loan sale advisory firm and assisted in the organization for due diligence and trading of billions of dollars of distressed debt securities.
Brett earned his B.S., cum laude, from Boston University, College of Communication, and his J.D. from Syracuse University, College of Law, where he was awarded certifications in Estate Planning and Family Law. During law school Brett was a member of the College’s Low Income Taxpayer Clinic and counseled clients regarding tax disputes with the IRS and the State of New York.
Brett lives in South Boston with his wife, Jen, and son, Rory, and enjoys outdoor activities, golf, and international travel, having traveled extensively throughout the United States, Europe, Central & South America, and the South Pacific.
Professional Affiliations & Community Involvement
Member, WealthCounsel Trusts & Estates Education Advisory Committee
Member, Boston Estate Planning Council (BEPC)
Member, BEPC Public Community Outreach Committee
Founding Member, USA 500 Clubs (New England Region, Back Bay Chapter)
Co-Chair (and former Advisory Board member), New England 500/501 Giving Circle
Former Co-Chair, Professional Advisor’s Network for the Boston Foundation, Inc.
Presenter, Massachusetts Continuing Legal Education
Presenter, Boston Bar Association
Massachusetts Super Lawyers Rising Star (2014, 2015, and 2016)
Publications & Media
Tara Siegel Bernard, “Life Insurance Buyer’s Guide: What Type, How Much and Who Will Benefit,” New York Times, February 19, 2016
Miller, Joshua S. et al, “Trust Administration Within the New Paradigm of Estate Planning,” Massachusetts Continuing Legal Education, 2014