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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.
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|Award name||Grantor||Date granted|
|Super Lawyer||Massachusetts Super Lawyers||2015|
|Trusts & Estates||Best Lawyers in America||2015|
|AV Preeminent 5.0 out of 5 Peer Review Rated||Martindale-Hubbell||2011|
|Top 100 Trust & Estate Attorneys||Robb Report||2008|
|Top 100 Attorneys||Worth Magazine||2008|
|Senior partner and founding member||Wilchins Cosentino & Friend LLP||2012 - Present|
|Association name||Position name||Duration|
|Family Firm Institute||President and Board of Directors||2010 - Present|
|Boston Estate Planning Council||Former Chairman Networking committee||2008 - Present|
|New Jersey Society of Certified Public Accountants||N/A||1975 - Present|
|New Jersey Society of Certified Public Accountants||Certified Public Accountant||1975 - Present|
|Massachusetts Bar Association||Member||N/A|
|American Bar Association||Member||N/A|
|Boston Estate Planning Council||Member||N/A|
|Fairleigh Dickinson University||N/A||BS - Bachelor of Science||1975|
|Suffolk University Law School||Law||JD - Juris Doctor||N/A|
|Boston Estate Planning Round Table||Estate planning with the Carried Interest for the Private Equity and Venture Capital Client||2011|
|XPX Exit Planning Exchange Boston Annual event 2010||Establishing a Board of Advisors||2010|