Bryce Helfer - Private Clients - Nixon Peabody LLP

Bryce J. Helfer



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.

What do you focus on?

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.

What do you see on the horizon?

Tax laws are constantly changing and so are family dynamics. This creates a need, and opportunity, to craft creative solutions to address this reality.

Presentations

  • “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

Estate planning for first-time parents

Financial Advisor | June 22, 2021

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.

Contact

Bryce J. Helfer

Associate

Boston

Phone: 617-345-1344


Fax: 833-914-0651

Georgetown University Law Center, LL.M. in Taxation

University of Maryland School of Law, J.D.

College of Charleston, B.A.

District of Columbia

Maryland

Massachusetts

  • Jewish Big Brothers Big Sisters of Greater Boston
  • Combined Jewish Philanthropies
  • Boston Bar Association
  • Trusts and Estates Consortium of Boston
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