A.B., University of Rochester
J.D., Boston College Law School, magna cum laude
Masters of Law in Taxation (LL.M.), Boston University
Carol brings over 30 years of legal practice experience to our team. Since 1997, she has practiced almost exclusively in the areas of estate, gift and transfer tax planning, probate of estates, elder law and Medicaid planning.
Prior to joining Squillace & Associates, Carol worked for several boutique estate planning firms and, most recently, was associated with a mid-sized Boston law firm in their trusts and estate department.
Carol received her Masters of Law in Taxation (LL.M.) from Boston University in 2003, and graduated magna cum laude from Boston College Law School in 1982, where she was an editor on the Boston College Environmental Affairs Law Review. She received her undergraduate degree from the University of Rochester. After graduating from law school, Carol served as an Assistant Attorney General for the Commonwealth of Massachusetts under Attorneys General Francis X. Bellotti and James Shannon, in the Environmental Protection Division and Nuclear Safety Unit. During her tenure as an Assistant Attorney General, Carol represented the Commonwealth as lead attorney on the Seabrook nuclear power case and served on the Governor’s Task Force on nuclear power plant licensing and safety. Since leaving the Attorney’s General’s office in 1989, Carol has been engaged in the private practice of law, where she has handled a wide variety of cases, including real estate, domestic relations and toxic tort and elder abuse litigation. After taking time off to have children, she has focused her practice exclusively on tax and estate planning, elder law and the probate of estates.
Carol’s extensive estate planning practice concentrates in the areas of estate, gift and transfer tax planning and Medicaid planning. She works closely with individuals and families to draft estate plans that cater to each family’s unique situation so as to achieve their personal and family goals as well as to pass on their wealth in a manner that will avoid probate and incur a minimum of taxes. She has expertise in a wide variety of sophisticated estate planning methods, including drafting trusts for high net worth clients, non-U.S. citizens and families with special needs, charitable giving techniques, and Medicaid trusts. Increasingly, she is focusing her practice on elder law and Medicaid planning, including helping elderly clients find affordable ways to age at home. Carol also has extensive experience in probating estates and the preparation of estate tax returns. In addition, she has experience in trust and probate litigation, including litigation regarding the interpretation of wills and trusts.
Professional Affiliations & Community Involvement
Member, National Academy of Elder Law Attorneys, Massachusetts Chapter
First Vice President of the Board of Directors, Boston Senior Home Care (Member of Quality Improvement and Executive Committees)
Board of Directors, BayPath Elder Services, Inc. (Member of Community Services and Planning & Allocation committees)
Board of Directors, Wayland Council on Aging
Advisory Committee Member, Wayland Council on Aging/Community Center
Past Treasurer & Board Member, New England Coalition of Cancer Survivorship
Boston Magazine, Five-Star Professional Wealth Manager in the area of Estate Planning (2016)