Joe graduated from St. Anselm College in 1978 and earned his law degree from Suffolk University in 1983.  He holds a masters degree in taxation (L.L.M.) from the Boston  University School of Law.  Joe practiced for fourteen years at the Concord, New Hampshire law firm of Cleveland, Waters and Bass, P.A., where he was a Director and Shareholder and chaired the firm’s Trusts and Estates Department.  He also made a mid-career foray into the banking world, working in 1992 and 1993 as a Vice President with New London Trust’s Trust Division, where he managed two fully-staffed trust offices.

Joe has written and lectured extensively on the topics of asset protection, business succession and philanthropic planning for wealthy individuals and their families.  His comments and articles have appeared in The Journal of Taxation for Accountants, The Back Forty, ACTEC Notes, The Dow Jones Investment Advisor, Trust and Estates, The New Hampshire Bar Journal, New Hampshire Bar News, Journal of the American Society of CLU and ChFC, Private Asset Management and other publications. 

Joe has served as an adjunct professor at Franklin Pierce Law Center in Concord, where he taught a course on wills, trusts and estates.  He also frequently lectures to other professionals on all aspects of tax and estate planning.  He is often retained as an expert witness to provide opinions and testimony in trust and estate litigation. 

Joe is a Fellow of the American College of Trust and Estate Counsel, and is included among Woodward and White’s listing of the Best Lawyers in America.  He holds the highest rating of A-V from Martindale Hubbell. 

Amy concentrates her practice on estate, gift and generation-skipping planning for individuals and families of high net worth.  She has worked extensively in the areas of planned giving, family business succession planning and asset protection.  She holds the highest rating of A-V from Martindale Hubbell and is a Fellow of the American College of Trust and Estate Counsel.  Amy has been selected numerous times by her peers for inclusion in Woodward and White’s Best Lawyers in America, in the fields of tax law and trusts and estates.  In a 2010 survey by Business New Hampshire magazine, Amy was selected by her peers as the best tax and trust and estate attorney in New Hampshire. 

Amy’s articles and comments about tax and estate planning have appeared in a number of publications, including Barron’s, the Journal of Accountancy, Trusts and Estates, the New Hampshire Business Review and Around Concord.  She frequently lectures before professional and civic groups on tax and estate planning topics.  Amy also has served as an adjunct professor at Franklin Pierce Law Center in Concord, New Hampshire, teaching Wills, Trusts and Estates.  She is often retained as an expert witness to provide opinions and testimony in trust and estate litigation. 

Amy received her bachelor of science in finance, with highest distinction, from Penn State University.  She earned both her law degree and M.B.A. from Boston College.  She serves on the Board of Editors of the New Hampshire Bar Journal and the Legislation Committee of the New Hampshire Bar, and is a member of the New Hampshire Estate Planning Council, the New Hampshire Bar Association, the New Hampshire Women’s Bar Association, the New Hampshire Women’s Business Center and several other legal and community boards.  Amy also serves as a consultant for several local charitable organizations regarding planned giving strategies, and is a member of the New Hampshire Charitable Foundation’s Capital Region Planning Committee.  Amy has worked extensively on legislation to improve and modernize New Hampshire’s trust laws, and has testified many times before the state legislature in this regard.