Officers 2010-2011

Officers 2011/2012

Lisa McAree, CLU

The McAree Company
100 Grandview Rd., Suite 402
Braintree, MA 02184
Phone: (781) 380-1027
Fax: (781) 848-1460
E-Mail: lmcaree@westportstrategies.com
Website: http://www.mcaree.com

Kurt Steinkrauss, JD

MintzLevin
One Financial Center
Boston, MA 02111
Phone: (617) 832-6093
Fax: (617) 542-2241
E-Mail: ksteinkrauss@mintz.com
Website: http://www.mintz.com

Judith Saxe, JD, AEP®

Atlantic Trust Private Wealth Management
100 Federal Street, 37th Floor
Boston, MA 02110
Phone: (617) 531-6918
Fax: (617) 531-9273
E-Mail: jsaxe@atlantictrust.com
Website: http://www.atlantictrust.com

Deirdre Prescott,

Sandy Cove Advisors
169 Lincoln Street
Hingham, MA 02043
Phone: (617) 622-1500
Fax: (617) 622-1501
E-Mail: dprescott@sandycoveadvisors.com
Website: http://www.sandycoveadvisors.com

Timothy McBride, CFP, MBA, JD

Bessemer Trust
Two International Place
Boston, MA 02110
Phone: (617) 279-4085
Fax: (617) 279-4090
E-Mail: McBrideT@bessemer.com
Website: http://www.bessemertrust.com

Thomas Bishop, AEP, CLU

The Bishop Company LLC
100 Cummings Center Suite 442P
Beverly, MA 01915
Phone: (978) 927-2008
Fax: (978) 927-3520
E-Mail: tbishop@thebishopcompanyllc.com
Website: http://www.thebishopcompanyllc.com

Featured Event

The Boston Estate Planning Council’s mission is education. Our Council’s meetings are a great source of information with presentations from both local and national speakers. The Council offers workshop style programs through our Round Table Breakfasts and Brown Bag Lunches. More formal events are offered through our Breakfast and Lunch Seminar Series. In addition to education, The Council provides a variety of networking events with top practitioners across multiple estate planning disciplines. Visit our calendar and explore the many opportunities for education and networking!