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Introduction
Bryce is an associate in Nixon Peabody’s Private Clients group.
Bryce counsels families within the United States and abroad concerning the strategic dispositions of their assets, employing strategies that prioritize tax minimization, creditor protection, disability planning, and family wealth preservation. Bryce also serves as a fiduciary, overseeing the management and administration of estate and trust plans.
My focus
I assist clients in developing estate plans tailored to meet their unique needs. I also counsel fiduciaries and trust beneficiaries relating to rights and obligations within estate and trust disputes, and I assist families with navigating contested and non-contested guardianship and conservatorship proceedings.
Outside of the office, I frequently write and speak on various topics including guardianship, conservatorship, estate planning strategies to support individuals with mental illness and substance abuse, avoiding strife in blended families, and assisted reproductive technology considerations within estate planning.
Looking ahead
Tax laws are constantly changing and so are family dynamics. This creates a need, and opportunity, to craft creative solutions to address this reality.
Insights
- “Life Insurance 101—Irrevocable Life Insurance Trusts (ILITS) and Life Insurance Planning,” Boston Bar Association, December 2017
- “Guardianships, Conservatorships and Other Estate Planning Techniques to Leverage Support for Family Members and Loved Ones with Mental Illness,” November 2017
- “Life and Estate Planning,” Twelfth Baptist Church, May 2017
- “Estate Planning Strategies to Help Avoid Family Strife,” Radio Entrepreneurs interview, March 2017
In the news
- Financial Advisor
Estate planning for first-time parents
Complex Commercial Disputes associate Tarae Howell and Private Clients associate Bryce Helfer, both of the Boston office, contributed this article on estate planning for new parents—a group that often delays the undertaking.June 22, 2021
Admitted to practice
District of Columbia
Maryland
Massachusetts
Education
College of Charleston, B.A.
Georgetown University Law Center, LL.M. in Taxation
University of Maryland School of Law, J.D.
Professional activities
- Jewish Big Brothers Big Sisters of Greater Boston
- Combined Jewish Philanthropies
- Boston Bar Association
- Trusts and Estates Consortium of Boston
Recognition
- Named to the 2025 “Ones to Watch” by The Best Lawyers in America® for Trusts and Estates and Litigation—Trust and Estates in Boston, MA; listed in Best Lawyers: Ones to Watch since 2021
- Named to Boston Magazine’s “2022 Top Lawyers” list
Insights And Happenings
View AllProfessionals in the Practice Area
View AllEvelyn V. Moreno
Partner
Practice Group Leader, Private Clients- Boston
- Office:+1 617.345.6157
- emoreno@nixonpeabody.com
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