Steven C. Goodwin

Steven C. Goodwin

Mitglied des Investmentausschusses bei B&L Asset Management LLC

Consumer Services
Finance

Profil

Mr. Steven C.
Goodwin
is a Member of Investment Policy Committee at B&L Asset Management LLC.
He has been a Partner at Burns & Levinson since 1980 and established the firm's Trusts and Estates Group in 1985.
He represents clients in estate and asset protection planning, settlement of estates, and the administration of trusts.
He represents banks, trust companies and other professional fiduciaries in the administration of complex estates and trusts.
He has particular expertise in the estate planning problems faced by entrepreneurs whose wealth is principally in nonliquid assets.
He is also experienced in the disposition of family businesses where competing interests must be weighed, judged and dealt with efficiently and properly.
He advises clients on the intricacies of purchase and sale agreements, funded irrevocable life insurance trusts, charitable remainder and similar split interest vehicles.
He represents clients before federal and state tax examiners and has an excellent reputation in the settlement of difficult or complex audits.
He received his undergraduate degree from Siena College and a graduate degree from Boston College Law School.

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Ausbildung von Steven C. Goodwin

Boston College Law School Graduate Degree
Siena College Undergraduate Degree

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