Janice is an attorney with over 25 years of assisting affluent clients and advisors on comprehensive, complex and effective wealth accumulation, conservation and transfer planning. Janice supports the work of other professional advisors in helping clients achieve their complex estate and wealth management planning goals.
Janice provides highly technical and sophisticated legal support to clients and their advisors. She strives to deepen relationships with the client’s attorneys, accountants, trust officers and others working to provide the client with thorough and integrated planning.
Janice began her career in the private practice of law representing affluent clients and business owners. She went on to hold management positions at several top life insurance carriers where she continued her focus on supporting clients and advisors in attaining their goals. Janice is a popular speaker who has presented at various forums throughout the country on topics for advisor, industry and client audiences. She has published numerous articles in national publications and has been quoted in On Wall Street, Advisor Today, Yahoo! Finance, Plan Advisor, National Underwriter, Boomer Market Advisor and Boston Business Journal.
Janice is an honors graduate of The University of Vermont and she earned her Juris Doctor from Vermont Law School where she was a member of the Vermont Law Review. She has served as an adjunct professor teaching legal courses at a business school in the northeast, where she also served on the Business School Advisory Board. She was president of her law school Alumni Association and is a former member of the Vermont Law School Board of Trustees. She is a member of the Boston Estate Planning Council, the Trusts and Estates Consortium, and the Boston Bar Association.