Steven C. Goodwin
Membre du Comité d'Investissement chez B&L Asset Management LLC
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.
Postes actifs de Steven C. Goodwin
Sociétés | Poste | Début |
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B&L Asset Management LLC
B&L Asset Management LLC Investment ManagersFinance B&L Asset Management LLC (dba Burns & Levinson Asset Management) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1980 and is a wholly-owned subsidiary of Burns & Levinson LLP. Burns & Levinson Asset Management provides investment advisory services to individuals, trusts, estates, charitable organizations, and corporations. | Membre du Comité d'Investissement | - |
Formation de Steven C. Goodwin
Boston College Law School | Graduate Degree |
Siena College | Undergraduate Degree |
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Entreprise privées | 1 |
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B&L Asset Management LLC
B&L Asset Management LLC Investment ManagersFinance B&L Asset Management LLC (dba Burns & Levinson Asset Management) is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. The firm was founded in 1980 and is a wholly-owned subsidiary of Burns & Levinson LLP. Burns & Levinson Asset Management provides investment advisory services to individuals, trusts, estates, charitable organizations, and corporations. | Finance |