We are pleased to announce that Brett J. Barthelmeh, Esq. is a newly certified Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC), and has, after many years of service to the Boston Estate Planning Council (BEPC), recently been elected to serve a three year term on its board of directors commencing in July of 2021.

Brett J. Barthelmeh, Esq.
The AEP® designation is a graduate level, multi-disciplinary specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. It is awarded by NAEPC, a national organization of professional estate planners and affiliated local estate planning councils, to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. An AEP® designee must embrace the collaborative concept of estate planning and adhere to the NAEPC Code of Ethics, as well as participate in an annual renewal and recertification process.

Founded in 1930, BEPC is an affiliate of NAEPC and is one of the oldest and largest estate planning councils in the country with more than 700 estate and wealth planning professionals in the greater Boston area. The BEPC community includes attorneys, accountants, bank and trust officers, wealth managers and advisors, financial planners, insurance agents, appraisers, planned giving specialists, and other allied professionals. BEPC strives to create collaboration among the specialties within estate planning, educate its professional members as well as the general public about estate planning, and encourage the highest standards of professional and ethical conduct.

Brett joined Squillace & Associates, P.C. 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. His 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; planning for non-citizen individuals; and planning involving life insurance, heirloom vacation properties, and other specific assets. 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.

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