Meet the People who make up our planning team.

Lawyers, paralegals, support team and strategic resource partners are all brought in to help, as appropriate, in achieving excellent results for our clients. We value our people and a work environment that is supportive and respectful of one another and we expect nothing less from and for our clients. We also place a high value on the balance between work and personal life. To encourage this balance, some of our professional team members work “virtually” from home offices or on a part-time basis. We are always available to meet the needs of our clients, where needed and when needed.

Attorneys

Scott is a business, tax, and estate planning attorney with over 36 years of experience practicing law.

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Brian C. Olson, Esq., C.I.P.P.

Partner & General Counsel to the Firm
Brian is a corporate and small-business attorney and Certified Information Privacy Professional with extensive experience in both domestic and international practice.

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Brett is a Partner of the firm and concentrates his practice on estate planning, probate, and trust administration for individuals, families, and business owners.

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Heather is a Partner of the firm focusing her practice in the areas of estate planning, probate and trust settlement, and trust administration.

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Carol brings over 30 years of legal practice experience to our team.

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Bill has a broad range of experience in estate planning and estate and trust administration, including planning for employee benefits.

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Colleen is a Senior Associate and has been recognized as a Massachusetts Super Lawyers Rising Star.

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John is an Associate Attorney at Squillace & Associates, P.C.

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Support Team

Brandon is a Senior Paralegal with nearly two decades of experience in estate and trust work.

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Jenny is a recent graduate of the University of New Hampshire, where she earned a Bachelor’s degree in Political Science and Justice Studies.

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Kelli Clancy

Director of Operations
Kelli brings over 15 years of administrative experience in higher education to the team, as well as a long-time interest in legal administration.

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