Background
Bettigole, Bruce J. was born on April 2, 1940 in Springfield, Massachusetts, United States.
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Bruce J. Bettigole
Edit ProfileEducation
Harvard University (Bachelor of Arts, 1961). Columbia University (Bachelor of Laws, cum laude, 1964).
Career
Worked at Gilmore, Rees & Carlson, Professional Corporation (Franklin, Master of Arts) specializing in Probate, Trusts, Will Contests, Taxation, Insurance, Estate Planning, Corporate and Business Law, Real Estate and Zoning, Banking and Creditors" Rights, Family Law, Alternative Dispute Resolution and Trials in all Courts. Admitted to the bar, 1964, Ohio. 1987, Rhode Island; 1993, Massachusetts.
Author: "Can the Olsten Scenario Save Estate Taxes,?" 134 Trusts and Estates 46, 1995.
"Can A Surviving Spouse Reduce Estate Taxes By Purchasing the QTIP Remainder Interest?" 76 Journal of Taxation 132 (1992). "Adding Flexibility To An Irrevocable Insurance Trust," 130 Trusts and Estates 28, 1991.
"Charitable Giving for The Uncharitable to Fund College Education," 67 Taxes 736, 1989. "Use of Estate Freeze Severely Restricted by Revenue Acting of "87," 62 Journal of Taxation 132, 1988.
"Post-mortem Remedies for Marital Deduction Problems," 12 Estate Planning 66, 1985.
"Estate Planning Implications of Parental Duty to Provide for College Education of Adult Child," 58 Ohio State Bar Association Report 62, 1985. "Beware of Traps Lurking in Disclaimers," 54 Cleveland Bar Journal 204, 1983. Member: Ohio State and Rhode Island (Member, Probate and Trust Committee, 1987-1993) Bar Associations.
Fellow, American College of Trusts and Estates Counsel.
Gilmore, Rees & Carlson, Professional Corporation was established by three former partners in the Trusts and Estates Department of the Boston law firm of Hale and Dorr. Daniel J. Gilmore and William J. Rees founded the firm (then known as Gilmore & Rees) in 1988 and in 1989 Christopher T. Carlson resigned his partnership at Hale and Dorr to join the firm.
In 1992, Bruce J. Bettigole, formerly chairman of the financial planning department of Adler Pollock & Sheehan, Incorporated. in Providence, Rhode Island, joined the firm as partner. Michael P. Doherty and Craig A. Ciechanowski were named partners in 1996.
The firm has grown quickly and dramatically, and has gained a reputation for expertise in complex and sophisticated trust, tax, estate, probate and civil litigation, real estate and family business matters.
Although broadly based in New England, the firm"s ever growing client base now spans 37 states and includes clients in 9 foreign countries. Most clients are referred to the firm by accountants, other attorneys, financial and investment consultants, insurance professionals and banks. In fact, many of these professionals themselves rely on the firm for expert legal assistance in their own businesses.
All three trusts and estates partners have been elected Fellows of the prestigious American College of Trusts and Estate Counsel.
The firm has two convenient suburban Boston locations, in Franklin on Route 495 and in Wellesley on Route 128.
Achievements
Membership
Member: Ohio State and Rhode Island (Member, Probate and Trust Committee, 1987-1993) Bar Associations. Fellow, American College of Trusts and Estates Counsel. Fellow, American College of Trusts and Estates Counsel.
