Bryce J. Helfer

Associate

Boston, MA
D: 617.345.3372
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

Practices

Bryce Helfer advises families concerning the strategic disposition of their assets, including tax minimization, creditor protection, disability planning strategies, and family wealth preservation. He also serves within fiduciary roles, overseeing the management and administration of estate and trust plans.   

Bryce additionally counsels fiduciaries and trust beneficiaries relating to rights and obligations within estate and trust disputes, and works with families to navigate both contested and non-contested guardianship and conservatorship proceedings.

Bryce frequently participates in speaking and writing opportunities highlighting various topics such as guardianship, conservatorship, estate planning strategies to support mental illness and substance abuse, avoiding family strife in blended families, and assisted reproductive technology considerations within estate planning.

Honors & Awards

Honors & Awards

Massachusetts Rising Star (2017-2018)

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

Combined Jewish Philanthropies

  • Young Lawyers Co-Chair

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

"Account Titling and Beneficiary Designations - Coordinating Key Elements of Your Estate Plan," JD Supra, September 2018

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
  • Probate & Trust Litigation
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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