We’re happy to report our most recent firm updates, which includes a few new faces and a new credential for our Founder and Principal.

We are happy to announce that we’ve been recognized as being among the top 5% of firms nationwide for our tax and estate planning capabilities. As a result, Forbes and Fortune magazines have included a feature on the firm that we wanted to share with you.

Under President Biden’s “Billionaire Minimum Income Tax” proposal, individuals with a net worth of more than $100 million would at death be paying what amounts to a double tax on capital gains, according to Scott. Read the full article at ThinkAdvisor to understand what this means and, more importantly, whether or not Scott believes this will become law.

Our own Brett J. Barthelmeh, Esq., AEP® and Heather A. Reid, Esq. co-authored a chapter in Estate Planning Strategies: Collective Wisdom, Proven Techniques, focused on noncitizen spouses and the qualified domestic trust.

Kelli oversees the firm’s day-to-day operations and works closely with the firm’s principal and partners to carry out our initiatives and projects.

Our founder, Scott E. Squillace, Esq., AEP®, was recently honored by the Boston Estate Planning Council by receiving its highest award, the BEPC Excellence Award, on Tuesday, September 14, 2021.

2 terrific employees are now off to law school which means more opportunities for you! Seeking Estate Planning, Trust Funding, and Probate/Settlement Paralegal.

We are pleased to announce that Brett J. Barthelmeh, Esq. is a newly certified Accredited Estate Planner® (AEP®) designee.

We are pleased to announce that Heather A. Bartel, Esq. has become a Partner of our law firm, effective January 1st, 2021.

We are pleased to announce the addition of two employees to our team this summer – Associate Attorney Michael Leshen and Administrative Assistant Kelli Clancy. We are also pleased to announce the promotion of our Director of Client Services, Adam Cunningham, to Director of Operations. Michael Leshen Associate Attorney A recent graduate of Boston College…

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