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Tarlow Breed Hart & Rodgers, P.C. provides legal counsel to businesses, individuals, and families, often spanning multiple generations. The firm’s expertise includes negotiating complex business transactions; providing sophisticated tax, estate planning and business succession strategies; litigating high value business and fiduciary disputes; purchasing, financing and leasing real property; and resolving family law and marital conflicts.  The firm’s lawyers have the knowledge and experience to provide our clients with unwavering and compassionate representation in our areas of expertise.

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We are pleased to announce that Tarlow Breed Hart & Rodgers has been ranked as one of the "Best Law Firms in America" for 2022 by U.S. News-Best Lawyers. These rankings are based on a rigorous evaluation process that includes the collection of client and lawyer evaluations, peer review from leading attorneys in their field, and review of additional information provided by law firms as part of the formal submission process. We are honored to receive this recognition.

Welcome To Tarlow Breed Hart & Rodgers, P.C.

With a bold strategic vision, TBHR is ready for tomorrow’s legal issues.

A word about our logo. The logo was designed by Agency 451 in Boston. We hope you enjoy reading their description of the thought and creativity that went into the design as much as we did!

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Tarlow Breed Hart & Rodgers Expands Estate Planning and Administration and Taxation Departments

July 27, 2022

Tarlow Breed Hart & Rodgers has announced the expansion of its Estate Planning and Administration and Taxation practices. Terry L. Turnipseed, J.D., LL.M has joined the firm's Estate Planning & Administration and Taxation Departments as Of Counsel. Terry is Professor of Law at the Syracuse University College of Law whose areas of instruction include estate planning, estate and gift taxation, wills and trusts, and property. Prior to his law career, Attorney Turnipseed served as a policy and legislative advisor with the United States Department of Energy and the Nuclear Energy Institute. Terry is a summa cum laude graduate of Mississippi State University, earned a Master's degree in Nuclear Engineering at the Massachusetts Institute of Technology, and a J.D. and LL.M. in Taxation at the Georgetown University Law Center. Alexander M. Macheras, J.D., LL.M. will join Tarlow Breed Hart & Rodgers in August as an Associate in the firm's Estate Planning & Administration Department. Alex is a magna cum laude graduate of Boston College and a cum laude graduate of the Boston University School of Law, where he earned a J.D. and LL.M. in Tax with an Estate Planning Concentration. Pamela Doherty has joined Tarlow Breed Hart & Rodgers as a Paralegal in the firm's Estate Planning & Administration Department. Pamela is a graduate of Salem State University and received her Paralegal Certification from Boston University. Brian Hause has been promoted to Paralegal in the firm's Estate Planning & Administration Department. Brian is a magna cum laude graduate of Boston University.

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Retiring Early Without Early Retirement Penalties

January 28, 2022

Accessing retirement funds while avoiding the 10% penalty using an exception for distributions that are part of a series of substantially equal periodic payments ("SEPPs") is the topic of an article written by Tarlow Breed Hart & Rodgers' David Valente and published in the American Bar Association's Fall 2021 E-Report. You can read the full article by clicking the link below.

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Melissa Sydney Named "Go to Lawyer" by Massachusetts Lawyers Weekly

January 3, 2022

Melissa E. Sydney, AEP®, a partner who leads Tarlow Breed Hart & Rodgers' Estate Planning Department, has been named as a "Go To Lawyer" for trusts & estates by Massachusetts Lawyers Weekly, the state's leading publication covering the legal profession. The attorneys selected as "Go To Lawyers" were nominated by their colleagues and chosen by a panel from the magazine to showcase leaders in the Massachusetts legal community by practice area. In addition to heading our Estate Planning Department, Melissa serves on the firm's Management Committee. She works with clients to establish multigenerational wealth transfer, business succession plans, charitable plans, gift and income tax plans, nuptial agreements and probate and estate administration strategies. Melissa Sydney has been certified as an Accredited Estate Planner (AEP®) by the National Association of Estate Planners & Councils. She is a Board Member of the Boston Estate Planning Council, a member of the American Cancer Society's Planned Giving Advisory Council, and a member of the Boston Foundation's Professional Advisors Network.

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