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Accredited estate planning and business law partner at Pabian & Russell, a boutique downtown Boston law firm specializing in estate planning, estate administration, tax and business law. Co-Manager of the firm's Estate Planning/ Estate Administration group.
Awarded Accredited Estate Planner (AEP) designation by the National Association of Estate Planners and Councils – one of only thirty Massachusetts lawyers to have the designation at the time. http://www.naepc.org/search/member/104264
Formerly Senior Attorney at the IRS Office of Chief Counsel (Boston) and Senior Tax Consultant at Deloitte & Touche (Boston).
Graduated from Boston University Law School (LL.M. in Taxation), University of Pittsburgh/ Boston College Law School (J.D. cum laude), and Union College (B.A.)
In 2011, 2012, 2013 and 2014 named to Massachusetts Super Lawyers list, a distinction given to only the top 5% of attorneys in Massachusetts.
In 2008, 2009 and 2010, named a Massachusetts Rising Star by Law & Politics and New England Super Lawyers, a distinction given to only the top 2.5% up-and-coming attorneys in Massachusetts.
Named to 2014 Boston Five Star Accounting and Estate Planning Professionals List published in Boston Magazine (one of eighteen estate planning lawyers named).
Also, named to the 2011, 2012 and 2013 Five Star Wealth Manager lists by the Five Star Wealth Manager Award Program. The list of FIVE STAR Wealth Managers includes the wealth managers that scored highest in overall satisfaction; representing less than 7% of the wealth managers in the local market.
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I have had the pleasure of working with Steve on the estate planning, tax, probate, and corporate matters of some of my clients. I have no hesitation in recommending him to those needing assistance in these areas of law. He is extraordinarily prepared to provide the type of counsel he engages in giving. Steve is thorough in his approach, methodical in his review of a client's needs, and compassionate in the communication of his advice. He is a consummate professional.
Charles Rodman Litigation Attorney
Relationship: Worked together on matter
|Award name||Grantor||Date granted|
|Five Star Wealth Manager- Estate Planning||Five Star Wealth Professionals||2016|
|Super Lawyer||Super Lawyers||2015|
|Five Star Wealth Manager- Estate Planning||Five Star Weath Professionals||2015|
|Five Star Wealth Manager- Estate Planning||Five Star Wealth Professionals||2014|
|Super Lawyer||Super Lawyers||2014|
|Super Lawyer||Super Lawyers||2013|
|Five Star Wealth Manager||Five Star Wealth Professionals||2013|
|Super Lawyer||Super Lawyers||2012|
|Five Star Wealth Manager||Five Star Wealth Professionals||2012|
|Super Lawyer||Super Lawyers||2011|
|Five Star Wealth Manager||Five Star Wealth Professionals||2011|
|Rising Star||Super Lawyers Magazine||2010|
|Rising Star||Super Lawyers Magazine||2009|
|Rising Star||Super Lawyers Magazine||2008|
|Graduated Cum Laude||University of Pittsburgh School of Law||1996|
|Senior Attorney||Internal Revenue Service||2001 - 2004|
|Senior Tax Consultant||Deloitte & Touche||1999 - 2001|
|Association name||Position name||Duration|
|Boston Estate Planning Council||Senior Chair of Programming||2013 - 2014|
|Boston Estate Planning Council||Board of Directors||2012 - 2014|
|Boston Estate Planning Council||Chair, Roundtables Committee||2012 - 2013|
|Boston Estate Planning Council||Chair, Membership Committee||2011 - 2012|
|Mourad v. Commissioner||Favorable published opinion|
|Simanonok v. Commissioner||Favorable Published Opinion|
|See all legal cases|
|The Boston Foundations's Philanthropic Advisor Newsletter||Incorporating Flexibility into the Estate Planning Process||2012|
|Massachusetts Continuing Legal Education (MCLE)||The Federal Tax Implications of Choice of Entity||2001|
|Boston University School of Law||Tax||Other - Masters||2001|
|University of Pittsburgh School of Law||Law||JD - Juris Doctor||1996|
|Union College (Schenectady, NY)||Modern Languages||BA - Bachelor of Arts||1992|
|The Boston Foundation- Incorporating Flexibility into Estate and Financial Planning||Incorporating Flexibility into Estate Planning||2012|
|Northeastern University Masters in Taxation Program||Estate and Gift Taxation||2012|
|Massachusetts Continuing Legal Education- Estate Planning Basics||Estate and Gift Tax||2012|
|Boston Estate Planning Council- Member Roundtable Breakfast||The Sandwich Generation: Helping Your Clients Balance Their Lives and Their Parents' Growing Needs||2011|