Brett J. Barthelmeh, Esq., AEP® is a Partner of the firm 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 year since 2014, 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 previously served on its Trusts & Estates Education Advisory Committee; a member of the Boston Estate Planning Council, a multidisciplinary organization of wealth and estate planners, where he currently serves as Co-Chair of the Membership Committee; a member of the Professional Advisors Committee for The Boston Foundation, Inc. (and past member and Co-Chair of its Professional Advisors Network), advisory panels to Boston’s community foundation; and a member of the advisory board (and past Co-Chair) of the USA 500 Clubs Giving Circle, a charitable fund harnessing collective philanthropy. Brett has also been quoted on estate planning topics in publications such as the New York Times, and presented on estate planning and administration for The Boston Foundation, Inc., 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 Boston with his family 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 of Board of Directors, Boston Estate Planning Council (BEPC) (2021-2024)
Co-Chair, BEPC Membership Committee
Member, Professional Advisors Committee, The Boston Foundation, Inc.
Founding Member, USA 500 Clubs Professional Organization (New England Region)
Advisory Board Member, USA 500 Clubs Giving Circle
Former Co-Chair, USA 500 Clubs Giving Circle
Former Member, WealthCounsel Trusts & Estates Education Advisory Committee
Former Member, BEPC Public Community Outreach Committee
Former Co-Chair, Professional Advisors Network, The Boston Foundation, Inc.
Past Presenter, Estate Planning Basics, The Boston Foundation, Inc.
Past Presenter, Trust Administration, Massachusetts Continuing Legal Education
Past Presenter, Trust Administration, Boston Bar Association
Massachusetts Super Lawyers Rising Star (2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022)
Lawyers of Distinction, nominated (2021)
Accredited Estate Planner® (AEP®), National Association of Estate Planners & Councils (NAEPC)
Publications & Media
McKenna, Kristin, “That’s Terrible…But It Would Never Happen To Me: Real Life Estate Planning Nightmares,” Darrow Wealth Management Blog, March 29, 2019
Bernard, Tara Siegel, “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