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 (serving on the Fiduciary Income Tax, Professional Responsibility and New Member Steering Committees). 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. She also was named as the 2011 Concord Trusts and Estates Lawyer of the Year by Best Lawyers. 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, and the New Hampshire Business Review. She is the "Smart Money" columnist for Around Concord magazine, and has a quarterly blog on wealth-related topics on Summitas.com. 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 is licensed to practice in New Hampshire and Massachusetts.

Megan received her Bachelor of Science degree in Economics and Dance, magna cum laude, from Skidmore College in May 2001.  Megan also earned her law degree, magna cum laude, from Syracuse University College of Law in May 2005.  She was admitted to the New Hampshire and Massachusetts Bars in 2005, and in 2008, she was admitted to the Rhode Island Bar.  Megan has practiced in the area of trusts and estates law since 2005, focusing her practice on middle to high net worth individuals.  Megan also has experience in general corporate representation. 

With a life-long passion for the arts, Megan also holds her A.R.A.D. as an Associate of the Royal Academy of Dance and has studied at the Juilliard School in New York City.  As the former Chairperson for the Board of Directors of the Southern New Hampshire Youth Ballet in 2007, she continues to serve on their Board of Directors and as co-chair of the Southern New Hampshire Youth Ballet’s annual Valentine Gala.  She has also been a fundraising committee member for the American Cancer Society from 2008-2009.