Corporate Business; Estate Planning and Trust and Estate Administration; Pension/Profit Sharing/Employee Benefits; Taxation; Education and Independent Schools; Labor & Employment
Steve is a shareholder and director of the firm where he has been a member of its Tax, Trusts & Estates and Corporate Departments for over 25 years. Using his expertise as a licensed CPA as well as an attorney, Steve advises high net worth individuals, families and fiduciaries on estate and income tax planning and administration, and wealth preservation strategies. Steve also serves as Trustee of many significant family trusts; working closely with beneficiaries, family offices, and advisors regarding fiduciary, legal, tax and trust administration issues.
Admitted in New Hampshire and Massachusetts. Fellow, American College of Tax Counsel; Chartered Global Management Accountant (CGMA) - American Institute of CPAs (AICPA); New Hampshire CPA Society
LL.M., Taxation, Boston University School of Law; J.D., University of New Hampshire School of Law; M.B.A., University of Massachusetts, Lowell; B.A., Bates College.