- Adoption
- Estate PlanningSarah Allen became a shareholder and Director of Rice, Heard & Bigelow, Inc. in 2014. Prior to joining the firm, she was a partner in the Boston law firm of Pabian & Russell, LLC. At Pabian & Russell, Sarah served as co-manager of the firm’s trust and estates department. Her legal practice was concentrated in the areas of estate planning, trust and estate administration and probate litigation. Sarah graduated with a Bachelor of Science summa cum laude from the S.I. Newhouse School of Public Communications at Syracuse University in 2000, earned a Juris Doctor from Boston University School of Law in 2004 and received a Master of Laws (LL.M.) in Taxation from Boston University School of Law in 2014. In 2020, Sarah was awarded the Accredited Estate Planning (AEP) designation.
- TrustsAdam has been involved in ESG investing and is Chair of the Socially Responsible Investing Committee for the Trustees of Donations, which manages assets for churches and organizations associated with the Episcopal Diocese of Massachusetts. He has served as the Treasurer of the Church of the Advent on Beacon Hill since 2012, is President of the Board of the Sears Charitable Trust, and serves on the boards of several arts and letters organizations in the greater Boston area.
- Power of AttorneyRHB trustees also serve as personal representatives or executors and work with legal counsel to efficiently probate the estate, file the necessary estate and income tax returns and administer, terminate or fund trusts as required. In some longstanding family relationships, we also serve as agents under durable powers of attorney and health care proxies.
- Probate
- Tax LawIn 1782, between the signing of the Declaration of Independence and the adoption of the Constitution of the United States, noted historian, public servant and attorney George Richards Minot nailed his sign to an elm tree in what is now Boston’s financial district, opened an office, and thus began a tradition of fiduciary services that has endured for more than 200 years. His firm evolved into the present day Rice, Heard & Bigelow, which is committed to carrying on Mr. Minot’s tradition of individual – not corporate – trusteeship for clients who desire personal attention to their investments, estate plans and tax matters.