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ephen Wilchins’ business and estate planning practice guides business owners and their families through a variety of corporate and personal matters including general corporate, transfer of business interests from one generation to another, and estate and succession planning, charitable planning and personal matters.
As a certified public accountant, Stephen provides clients with an intricate understanding of critical tax considerations during the planning process. His comprehensive know-how and calm demeanor helps clients to feel at ease when faced with long-term decisions.
With almost three decades of experience as a trusted advisor, Stephen provides smart planning advice delivered through a personalized service model. Also, Stephen is a sought-after speaker, covering topics across all areas of estate planning and business succession. He presently serves on the Board of Directors and Board of Advisors of seven privately held companies.
Stephen has been recognized one of the country’s top trust and estate attorneys by both the Robb Report and Worth Magazine, as well as a Massachusetts Super Lawyer.
3
Practice Areas
44 years
44 years
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Chat withState: Massachusetts
Acquired: 1982
No misconduct found
Wellesley Office Park, 20 William Sreet, Wellesley, MA, 02481
1 Client Review
Showing 1 - 1 of 1 review
Posted by anonymous | June 28, 2024 | Hired Attorney | Power Of Attorney
Like scammy dudes with no ethics? Search no more.
His billing practices are obscene and he is a condescending beady-eyed nutcase who thrives on attention, deception, and drama. I’d avoid the whole firm TBH. It takes them 9 hours to write a POA. .at least I can say the documents he created were pretty good.
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2015
Super Lawyer, Massachusetts Super Lawyers
2015
Trusts & Estates, Best Lawyers in America
2011
AV Preeminent 5.0 out of 5 Peer Review Rated, Martindale-Hubbell
2008
Top 100 Trust & Estate Attorneys, Robb Report
2008
Top 100 Attorneys, Worth Magazine
2012 - Present
Senior partner and founding member, Wilchins Cosentino & Friend LLP
2010 - Present
Family Firm InstitutePresident and Board of Directors
2008 - Present
Boston Estate Planning CouncilFormer Chairman Networking committee
1975 - Present
New Jersey Society of Certified Public Accountants
1975 - Present
New Jersey Society of Certified Public AccountantsCertified Public Accountant
Member
Member
Member
1975
BS - Bachelor of Science
N/A
JD - Juris Doctor
2011
Estate planning with the Carried Interest for the Private Equity and Venture Capital Client
2010
Establishing a Board of Advisors