Meet the People who make up our planning team.

Lawyers, paralegals, support team and strategic resource partners are all brought in to help, as appropriate, in achieving excellent results for our clients. We value our people and a work environment that is supportive and respectful of one another and we expect nothing less from and for our clients. We also place a high value on the balance between work and personal life. To encourage this balance, some of our professional team members work “virtually” from home offices or on a part-time basis. We are always available to meet the needs of our clients, where needed and when needed.

Attorneys

Scott is a business and estate planning attorney with over 31 years of experience practicing law.

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Brian C. Olson, Esq., C.I.P.P.

Partner & General Counsel to the Firm
Brian is a corporate and small-business attorney and Certified Information Privacy Professional with extensive experience in both domestic and international practice.

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Brett concentrates his practice on estate planning, probate, and trust administration for individuals, families, and business owners.

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Heather is a Partner who focuses her practice in the areas of estate planning, probate, and trust administration.

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Carol brings over 30 years of legal practice experience to our team.

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Katherine focuses her work primarily on family law, including adoption, divorce, surrogacy and pre-nuptial agreements, and end-of-life planning.

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Colleen is an Associate Attorney and has been recognized as a Massachusetts Super Lawyers Rising Star.

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Katie is an Associate Attorney at Squillace & Associates, P.C.

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Support Team

Maureen primarily supervises the probate and settlement process and trust funding for clients.

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Bianca assists with preparation and review of estate planning and trust funding documents.

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Desiree oversees Squillace & Associates’ day-to-day operations and works closely with the firm’s principal and partners to carry out larger initiatives and projects

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Kelli Clancy

Administrative Assistant
Kelli brings over 15 years of administrative experience in higher education to the team, as well as a long-time interest in legal administration.

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Joe has over 30 years’ experience in financial services.

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