TBHR Partner Jeffrey Hart has been named a 2024 "Go To Lawyer" for taxation in Massachusetts by Massachusetts Lawyers Weekly, the state's leading legal industry publication. Jeff is one of only 22 attorneys to receive this recognition. The attorneys selected for this honor were nominated by their colleagues and chosen by a panel from Massachusetts Lawyers Weekly. All are demonstrated leaders in the field of tax law. "Jeff has assisted me both personally and in my business for 30 years. I have no trouble saying he is simply the best. This is well deserved recognition," said Gary Harnum, CEO and Co-Founder of Point2Point Global and a longtime firm client. Jeff Hart has also been recognized as Best Lawyer® for Tax Law for seven consecutive years, as well as a Massachusetts Super Lawyer, and was voted one of the Top 100 lawyers in Massachusetts for work with closely held businesses.

Estate planning is a significant undertaking that can have lasting repercussions for an individual's loved ones. However, despite its importance, the process and its results are often shrouded in mystery, leading to confusion, hurt feelings, or even legal battles after a family member passes away. To avoid such outcomes, fostering open communication and transparency through family meetings can be invaluable. Here's how they can help.

We are pleased to announce that TBHR Partner Dara Lynn Freytag has been elected to the Board of Directors of the Boston Estate Planning Council for a three-year term. She will take office on July 1, 2024. Dara Lynn has a long and successful history with the BEPC, having served in a number of roles including chairing the Seminars and Webinars Committee, Women's Initiative Committee, and the organization's Membership Committee. Founded in 1930, BEPC is one of the oldest and largest estate planning councils in the U.S. Its membership includes more than 700 attorneys, accountants, bank and trust officers, wealth managers and advisors, financial planners, insurance agents, appraisers, planned giving specialists, and other allied professionals in the estate and wealth planning community.