Melissa E. Sydney, J.D., LL.M., Chair of the Estate Planning & Administration Practice here at Tarlow Breed Hart & Rodgers, P.C., has been newly certified as an Accredited Estate Planner® (AEP®) designee by the National Association of Estate Planners & Councils (NAEPC).
Attorney Sydney joined Tarlow Breed Hart & Rodgers, P.C. in 2016. Her practice is focused on estate planning and estate administration with an emphasis on tax-efficient planning for high net-worth individuals, including multigenerational wealth transfers, business succession, charitable planning, gift and income tax planning, nuptial agreements and general probate and estate administration. She is a graduate of The Johns Hopkins University and the Benjamin N. Cardozo School of Law at Yeshiva University, and earned her Master's degree in Taxation at the Boston University School of Law. She is admitted to the bar in Massachusetts, Florida, New York and Rhode Island.
Attorney Sydney has been recognized by U.S. News as a Best Lawyer for Trusts & Estates, and as Massachusetts Super Lawyer by Thompson Reuters and Boston Magazine.
The Accredited Estate Planner® (AEP®) designation is a graduate level, multi-disciplinary specialization in estate planning, obtained in addition to already recognized professional credentials within the various disciplines of estate planning. It is awarded by the National Association of Estate Planners & Councils to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation, and character. An AEP® designee must embrace the team concept of estate planning and adhere to the NAEPC Code of Ethics, as well as participate in an annual renewal and recertification process.
NAEPC is a national organization of professional estate planners and affiliated local estate planning councils dedicated to the cultivation of excellence in estate planning. NAEPC fosters the multi-disciplinary approach to estate planning by serving estate planning councils and their credentialed members and delivering exceptional resources and unsurpassed education.
