Bryce J. Helfer

Associate

Boston, MA
D: 617.345.3372

"I listen to my clients to understand and appreciate their short and long term needs. This allows me to craft unique and effective strategies to help achieve their goals."

Overview
Bar Admissions

District of Columbia

Maryland

Massachusetts

Education

LL.M in taxation with a certificate in estate planning, Georgetown University Law Center

J.D., University of Maryland School of Law

B.A., College of Charleston

Bryce Helfer focuses on estate planning and administration. He advises clients on the disposition of their estates, including tax minimization techniques, disability planning strategies, and family wealth preservation.

Before joining Burns & Levinson in 2016, Bryce was an estate planning and administration associate at Friedman & Friedman, LLP, in Baltimore. There, he advised clients of varying wealth levels concerning estate planning strategies, counseled and performed obligations on behalf of estate fiduciaries, and conducted research pertaining to tax planning strategies and estate administration for both domestic and international clients.

Honors & Awards

Honors & Awards

Massachusetts Rising Star (2017)

Community Involvement

Community Involvement

Jewish Big Brothers Big Sisters of Greater Boston

  • Volunteer

Boston Bar Association Bar Exam Coaching Program

  • Attorney Coach/Volunteer

Boston Bar Association, Law Day in the Schools Program

  • Volunteer Instructor

Memberships

Boston Bar Association

Trusts and Estates Consortium of Boston

Speaking Engagements

Speaking Engagements

"Life Insurance 101 – Irrevocable Life Insurance Trusts (“ILITS”) and Life Insurance Planning," Speaker, Boston Bar Association, December 2017

"Guardianships, Conservatorships and other Estate Planning Techniques to Leverage support for Family Members and Loved Ones with Mental Illness," Speaker, November 2017

“Life and Estate Planning,” Speaker, Twelfth Baptist Church, May 2017

"Estate planning strategies to help avoid family strife," Speaker, Radio Entrepreneurs Interview, March 2017

"Competing inheritance rights of new spouses and children from prior marriages," Speaker, Radio Entrepreneurs Interview, December 2016

Articles & Publications

Articles & Publications

Various sections, Chapter 29, "Basic Estate Planning for Divorce Lawyers," MCLE Update, 2018

“Durable Powers of Attorney & Health Care Proxies,” MCLE Using Estate Planning to Leverage Treatment of Addiction & Mental Illness, April 2017

Contributing author, "Who Takes on Your Death: Your Spouse/Partner or Your Children?" Boston Spirit Magazine, March/April 2017

Various sections, Chapter 18, "Inheritance and Support Issues for a Disinherited Child Born Outside of Marriage, Paternity and the Law of Parentage in Massachusetts," MCLE Update, 2017

Resources
Bryce J. Helfer
Practices
  • Trusts & Estates
  • Divorce & Family
Education

LL.M in taxation with a certificate in estate planning, Georgetown University Law Center

J.D., University of Maryland School of Law

B.A., College of Charleston

Admissions

District of Columbia

Maryland

Massachusetts

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