Bill is a director and vice chair of the firm's Trusts & Estates Department. He concentrates his practice in sophisticated estate planning, including the implementation and administration of tax strategies and trusts and alternative strategies for high income and high net worth individuals, families, executives and business owners, as well as strategies involving asset protection and wealth preservation.
Bill is experienced representing major lottery winners in the New England region assisting them with their income tax, gift tax, confidentiality and family planning issues.
Bill co-authored the book, New Hampshire Practice Series: Probate and Administration of Estates, Trusts & Guardianships, Fourth Edition (Vols. 10, 11 and 12). The book is a comprehensive, current reference on probate court procedure and the administration of estates in New Hampshire, this three-volume publication completely revises former Rockingham County Probate Judge William Treat's pioneering treatise on probate law published in 1968. Contains practical advice, analysis of current law, numerous checklists, and completed forms used in probate proceedings.
Bill received his LL.M., Taxation, from Boston University (1983), J.D. from Boston University (1978) and his A.B. from Dartmouth College (1975).
Recognition
•Ranked in Chambers High Net Worth (HNW) 2019 (Private Wealth Law)
•Best Lawyers in America 2020 (Tax Law, Trusts and Estates)
•Bill is a fellow of the American College of Trust & Estate Counsel (ACTEC).
•Top 100 Lawyers in New England Super Lawyers (2014-2015, 2017-2019)
•New England Super Lawyers
•Chambers USA: A Guide to America's Leading Lawyers (Corporate/Commercial: Tax)
•AV Peer Review Rated, Martindale-Hubbell
Seminar Replays
Domicile Planning: Personal and Trust Domicile Issues (9/17/2015)
Articles & Presentations
•Remote Notarization of New Hampshire Estate Planning Documents
•Navigating Estate Planning Issues
•Decanting Irrevocable Trusts in NH: Tips and Recent Developments
•Elder, Estate Planning & Probate Law: Making Trusts Beneficiaries of Qualified Retirement Accounts
•Legacy Giving: Tax Considerations for Sustained Philanthropy
