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| William J. Rees, Senior Partner at Gilmore, Rees & Carlson, P.C. |
| Address: 20 Walnut Street, Wellesley, MA 02481 |
| Practice:Estate Planning; Closely Held Businesses; Taxation; Life Insurance Law; Charitable Trusts |
| Admitted:1977, Massachusetts |
| Law School:Vanderbilt University, J.D., 1977 |
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| Eric B. Brenman, Of Counsel at Seegel Lipshutz & Wilchins LLP |
| Address: Wellesley Office Park 20 William Street, Suite 130, Wellesley, MA 02481 |
| Practice:Federal Taxation; Estate Planning; Administrative Law; Tax Controversies; Corporate Law; Business Law |
| Admitted:1978, Massachusetts |
| Law School:Boston University (J.D., 1978; LL.M., Taxation, 1983) |
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| Lisa M. Rico, Partner at Gilmore, Rees & Carlson, P.C. |
| Address: 20 Walnut Street, Wellesley, MA 02481 |
| Practice:Estate Planning; Trusts and Estates Administration; Charitable Giving Planning; Tax-Exempt Organizations; Tax Law |
| Admitted:1991, Connecticut; 1992, Massachusetts; 1994, New York; 1995, Maryland |
| Law School:Western New England College, School of Law, J.D., cum laude, 1991; New York University, School of Law, LL.M., Taxation, 1994 |
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| Steven M. Schiavo, Associate at Seegel Lipshutz & Wilchins LLP |
| Address: Wellesley Office Park 20 William Street, Suite 130, Wellesley, MA 02481 |
| Practice:Estate Planning; Asset Protection; Corporate Law; Business Succession Planning |
| Admitted:2008, Massachusetts |
| Law School:Massachusetts School of Law, J.D., 2007 |
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| Robert J. Morrill, Managing Partner at Gilmore, Rees & Carlson, P.C. |
| Address: 20 Walnut Street, Wellesley, MA 02481 |
| Practice:Estate Planning; Trusts and Estates; Estate Administration; Contested Trusts and Estates; Trust Administration; Estate Planning for the Elderly; Appellate Practice; Corporate Law |
| Admitted:1998, Massachusetts |
| Law School:New England School of Law, J.D., summa cum laude, 1998 |
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| David M. Lipshutz, Shareholder at Seegel Lipshutz & Wilchins LLP |
| Address: Wellesley Office Park 20 William Street, Suite 130, Wellesley, MA 02481 |
| Practice:Taxation; Estate Planning; Trust Administration; Business Law; Non-Profit and Charitable Organizations |
| Admitted:1984, Pennsylvania; 1985, Massachusetts; 1986, U.S. Tax Court |
| Law School:Suffolk University, J.D., cum laude, 1984; Boston University, LL.M., Taxation, 1990 |
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| Imelda Monaghan, Partner at Seegel Lipshutz & Wilchins LLP |
| Address: Wellesley Office Park 20 William Street, Suite 130, Wellesley, MA 02481 |
| Practice:Estate Planning; Trusts and Estates Administration; Corporate Law; Taxation; Charitable Planning |
| Admitted:1993, Massachusetts |
| Law School:Suffolk University, J.D., cum laude, 1993; Boston University, LL.M., Taxation, 1997 |
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| Stephen N. Wilchins, Shareholder at Seegel Lipshutz & Wilchins LLP |
| Address: Wellesley Office Park 20 William Street, Suite 130, Wellesley, MA 02481 |
| Practice:Corporate Finance; Corporate and Business Law; Real Estate; Estate Planning; Mergers and Acquisitions |
| Admitted:1982, Massachusetts |
| Law School:Suffolk University, J.D., 1982 |
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| Andrew D. Frieze, Member at Frieze Cramer Rosen & Huber, LLP |
| Address: 60 Walnut Street, Wellesley, MA 02481 |
| Practice:Taxation; Mergers and Acquisitions; Corporate Law; Estate Planning |
| Admitted:1975, Massachusetts; 1976, U.S. District Court, District of Massachusetts; 1977, U.S. Tax Court; 1978, U.S. Court of Appeals, First Circuit; 1979, U.S. Claims Court and U.S. Supreme Court |
| Law School:Boston College, J.D., 1975; Boston University, LL.M. in Taxation, 1976 |
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| Michael S. Rosen, Member at Frieze Cramer Rosen & Huber, LLP |
| Address: 60 Walnut Street, Wellesley, MA 02481 |
| Practice:Tax Planning; Tax Controversies; Probate; Trusts; Estate Planning; ERISA; Medicaid Planning |
| Admitted:1980, Massachusetts; 1982, New Jersey; 1985, U.S. Tax Court |
| Law School:Boston University, J.D., 1980 |
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| Michael C. Giardiello, Associate at Frieze Cramer Rosen & Huber, LLP |
| Address: 60 Walnut Street, Wellesley, MA 02481 |
| Practice:Business; Mergers and Acquisitions; Probate; Estate Planning |
| Admitted:1989, Massachusetts |
| Law School:Georgetown University, J.D., cum laude, 1989 |
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| Jennifer M. Lo, Partner at Seegel Lipshutz & Wilchins LLP |
| Address: Wellesley Office Park 20 William Street, Suite 130, Wellesley, MA 02481 |
| Practice:Estate Planning; Probate; Trust Administration; Estate Administration; Tax Law |
| Admitted:2000, Oregon and Maryland; 2003, District of Columbia; 2005, Massachusetts |
| Law School:Northwestern School of Law of Lewis & Clark College, J.D., cum laude, 1999; Georgetown University, LL.M., Taxation, with distinction, 2000 |
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| Michael Van Dam, Member at Van Dam & Traini, LLP |
| Address: 60 William Street, Suite 300, Wellesley, MA 02481 |
| Practice:Bankruptcy & Debt, Debt Collection, Criminal Defense, Employment & Labor, Estate Planning, Trusts, Family, Personal Injury, Real Estate, Land Use & Zoning, Residential, Litigation |
| Admitted:2002, Massachusetts; 2005, U.S. District Court, District of Massachusetts; |
| Law School:Boston University, J.D., 2002 |
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| Michael H. Riley, Of Counsel at King & Navins, P.C. |
| Address: 20 Walnut Street, Suite 101, Wellesley, MA 02481 |
| Practice:Trusts, Probate and Estate Planning |
| Admitted:1978, Massachusetts; 1980, U.S. District Court, District of Massachusetts and U.S. Court of Appeals, First Circuit |
| Law School:Northeastern University, J.D., 1978 |
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| Richard R. Navins, Member at King & Navins, P.C. |
| Address: 20 William Street, Suite G75, Wellesley, MA 02481 |
| Practice:Estate Planning; Trusts and Estates |
| Admitted:1970, Massachusetts; 1982, U.S. District Court, District of Massachusetts |
| Law School:Boston College Law School, J.D., 1970 |
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| Karen Kurtz Matzkin, Member at King & Navins, P.C. |
| Address: 20 Walnut Street, Suite 101, Wellesley, MA 02481 |
| Practice:Estate Planning; Trusts and Estates |
| Admitted:2001, Massachusetts and U.S. District Court, District of Massachusetts |
| Law School:Boston College, J.D., cum laude, 2000 |
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| Asa E. Phillips, III, Member at Clarkin & Phillips, P.C. |
| Address: 55 William Street, Suite 210, Wellesley, MA 02481 |
| Practice:Business Law, Estate Planning, Trusts and Estates, Probate |
| Admitted:1982, Maine; 1982, Massachusetts; 1984, U.S. District Court, District of Massachusetts; |
| Law School:Suffolk University, J.D., cum laude, 1982 |
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| Dorothy M. Bickford, Of Counsel at Clarkin & Phillips, P.C. |
| Address: 55 William Street, Suite 210, Wellesley, MA 02481 |
| Practice:Estate Planning, Probate Administration, Probate Litigation, Business Planning |
| Admitted:1977, New Hampshire; 1977, U.S. District Court, District of New Hampshire; 1994, Massachusetts; 2005, U.S. District Court, District of Massachusetts; |
| Law School:Boston University, J.D., cum laude, 1977 |
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| Richard Lui, Member at Lui & Frasca, P.C. |
| Address: 8 Grove St., Wellesley, MA 02482-7797 |
| Practice:Estate Planning, Probate, Taxation |
| Admitted:1979, Massachusetts; |
| Law School:Boston College, Class of 1979, J.D. |
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| Richard A. Feigenbaum, Member at Feigenbaum & Uddo, LLC |
| Address: 386 Washington Street, Wellesley, MA 02481-6213 |
| Practice:Estate Planning, Probate, Corporate Law, Taxation |
| Admitted:1985, Massachusetts; |
| Law School:Boston University, Class of 1984, J.D., , Boston University, Class of 1989, LL.M. |