BASS, DOHERTY & FINKS, P.C. - Key Persons
Frank earned his J.D. from Northeastern University School of Law and his Bachelor of Science degree with highest honors from the Rochester Institute of Technology, where he majored in public policy with minors in American politics and Italian.
Frank concentrates his practice in estate and tax planning and estate and trust administration. He is adept at working together with clients and their advisors throughout the planning process to construct estate plans which fulfill the client's wishes in a tax efficient manner. Frank also counsels clients during the estate administration process, and is skilled at preparing the necessary probate documents as well as federal and Massachusetts estate tax returns. As a member of the LGBTQ community, he is particularly sensitive to the needs and concerns of LGBTQ clients, as well as the special considerations involved in planning for non-traditional families. Frank has substantial experience in elder law and has advised clients regarding long term care planning.
Frank is licensed to practice in Massachusetts and New York. He is actively involved with the Massachusetts legal community as a member of the Massachusetts Bar Association (where he currently sits on the Probate Section Council and serves as the Chair of the Young Lawyers Division), as a Foundation Fellow with the Massachusetts Bar Foundation, and as a member of the Massachusetts LGBTQ Bar Association.
Jillian Wickman Robillard received her Bachelor of Arts degree from the University of New Hampshire and earned her J.D. from Suffolk University Law School, graduating summa cum laude from both institutions. While at Suffolk, Jill was a contributor to the Journal of Health and Biomedial Law and was a Student Attorney in the Housing Clinic. In addition, Jill received her LL.M. in Taxation from the Boston University School of Law. She is admitted to the Massachusetts Bar. Jill was named as a Massachusetts Super Lawyers Rising Star in 2016, 2017, and 2018.
Mariel Rheingold earned her Bachelors of Arts degree from New England College in Legal Studies, magna cum laude. She went on to earn her J.D. from Suffolk University Law School. During her time there, she assisted in managing Trusts and Estate Professor Charles Rounds' LinkedIn Blog "Loring and Rounds: A Trustee's Handbook".
Mariel's practice is focused on estate planning, assisting both individuals and families in complex estate plans and advanced planning options. Additionally, she has experience with creating the real estate documentation in connection with the estate plan, as well as conveyancing.
Mariel lives in Woburn with her boyfriend, and her cat, Blueberry.
MICHAEL A. BASS is a graduate of the University of Vermont and the New England School of Law. He holds an LL.M degree in Taxation from the Graduate Tax Program at Boston University School of Law. He is admitted to the Massachusetts, Florida and New Hampshire Bars and is licensed to practice before the U.S. Tax Court, the U.S. District Court and the U.S. Court of Appeals.
Michael represents successful individuals, families and closely-held businesses in the areas of sophisticated estate planning, business succession, tax law, planned charitable giving and trust and probate administration. In addition, he provides guidance and counsel to clients with their real estate ventures and business transactions. As a trusted advisor he is frequently called upon to serve as Executor or Trustee to oversee the administration of complex probate estates and trusts, including those holding significant business, real estate and financial assets.
Michael is actively involved with the Boston Estate Planning Council where he served on the Board of Directors for many years. He currently sits on the Boards of several public and private charitable organizations which are committed to benefiting medical research, the arts and overall community well being.
Michael teaches a course on Estate Planning at Boston University School of Law, Graduate Tax Program. He is a frequent lecturer on a variety of Estate Planning and Business Planning topics for Massachusetts Continuing Legal Education and for other professional organizations.
Michael has been awarded the Accredited Estate Planner ("AEP") designation by the National Association of Estate Planners & Councils which recognizes estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character. For three consecutive years Michael was named by Worth magazine to its list of the 100 Top Attorneys in the United States who advise affluent clients.
Job Titles:
- Member of the Trusts and Estates New Developments Committee for the Boston Bar Association
NICOLE A. HOSTETTLER earned her LL.M. in taxation from the Graduate Tax Program at Boston University School of Law and her J.D. from Suffolk University Law School where she served as content editor of the Journal of High Technology Law. Nicole also holds a B.A. from the University of Massachusetts Amherst in English Literature. She is licensed to practice law in the Commonwealth of Massachusetts.
Nicole focuses her practice on estate planning and estate administration. She provides guidance to clients on crafting estate plans that maximize the tax efficient transfer of wealth to future generations while at the same time addressing the needs of each individual's unique circumstances. She is experienced in preparing the necessary estate and gift tax returns.
Nicole serves on the board of the Trusts and Estates Consortium. Nicole is also a member of the Trusts and Estates New Developments Committee for the Boston Bar Association and is a member of both the Boston Estate Planning Council (BEPC) and the Society for Trust and Estate Practitioners (STEP).
Job Titles:
- Member of the Boston Estate Planning Council
RACHEL L. KALIN earned her B.A. from Columbia University, her J.D. from Suffolk University Law School and her LL.M. in Taxation from Boston University School of Law. She is admitted to the Massachusetts and New Hampshire bars.
Rachel's practice focuses on the representation of individuals, multi-generation families, and business owners in the planning of their estates. She works closely with her clients and their advisors to properly structure family and business assets in order to best leverage planning opportunities to mitigate the impact of estate, gift, and generation skipping transfer taxes. She also provides strategic advice and guidance to clients regarding the non-tax considerations which many families face during the course of their wealth preservation planning for future generations.
Her practice extends to estate and trust administration and the representation of fiduciaries in the administration of complex estates. She also has extensive experience in the preparation and filing of estate and gift tax returns.
Rachel is a member of the Boston Estate Planning Council and the Trusts and Estates Consortium. She resides in Walpole with her husband and children.
TIMOTHY J. SCANLAN received a Bachelor of Science degree in Business Administration from Georgetown University. He earned his J.D. from Catholic University's Columbus School of Law, where he served as a Staff Member on The Journal of Contemporary Health Law and Policy. He received his LL.M. in Taxation from the Boston University School of Law.
Bill counsels entrepreneurs, high net worth individuals and families in developing comprehensive estate plans to help them achieve their estate planning goals in a tax efficient manner. He guides families through estate administration and advises individuals on their fiduciary responsibilities as Personal Representatives and Trustees. He also assists business owners in establishing succession plans for closely held businesses.
Bill graduated from the College of the Holy Cross, received his J.D. from Suffolk University Law School and is admitted to the Massachusetts Bar.
Bill has presented to professional groups on planning for high net worth individuals and families on various topics, including planning for vacation homes, GST tax planning and transfers of interests in closely held businesses. He is a member of the Boston Estate Planning Council, a founding member and current Vice President of Greater Boston Fiduciary Law American Inn of Court, a former member of the Trust and Estate Consortium, a former member of the Boston Bar Association's Trusts and Estates Section Committee a former member and co-chair of the Boston Bar Association's Trusts and Estates New Developments Committee.
Bill is a member of the Board of Trustees and Planned Giving Committee for the Boys and Girls Clubs of Boston, and a founding co-chair of the Boys and Girls Clubs of Boston Friends Council. Bill is also a member of the Board of Directors for Hill House. He lives in Boston with his wife and two young children.