Special Needs Answers
Hinckley Allen
Bridget Mullaney is an estate planning attorney advising high-net-worth clients on sophisticated estate planning and estate and trust administration for individuals, families, business owners and fiduciaries.
Rockland Trust Company
Bio coming soon!
Rockland Trust Company
Scott Scales is a Relationship Manager for the Investment Management Group in Franklin. He is responsible for the administration of account relationships for individuals, trusts and institutions in the greater Franklin area.
Washington Trust Company
Trust Administrator and Attorney with experience in financial services as well as the state-wide agency serving people with developmental disabilities and behavioral health challenges.
Moonan | Stratton
KRISTEN PRULL MOONAN is a partner in the Providence law firm of Moonan | Stratton. She earned a Bachelor of Science degree in economics, cum laude, from Smith College and a J.D. degree from Boston University School of Law. She is licensed to practice law in both Rhode Island an... (read more)
Moonan | Stratton
AMY E. STRATTON is a Partner with Moonan | Stratton.
Fletcher Tilton PC
Michael T. Lahti is a Trust & Estate Attorney and Chair of the Elder Law practice group.
Washington Trust Company
Valentine oversees the administration and management of trust and investment relationships at Washington Trust Wealth Management, including legacy and special needs trusts, retirement accounts, and high-net-worth clients. She is passionate about helping individuals and families... (read more)
Fletcher Tilton PC
Michael, a member of the Massachusetts, Rhode Island and Florida Bars, has practiced law since 1995, concentrating in estate planning, taxation, probate, estate and trust administration, elder law and long term care planning. He has been designated a Certified Elder Law Attorne... (read more)
Fletcher Tilton PC
Frederick M. Misilo, Jr., is Chair of the Trust and Estate Department at Fletcher Tilton PC, a regional law firm with offices in Worcester, Boston, Framingham, Cape Cod and Providence, RI. He also serves on the firm’s Management Committee.
Advisory Services of New England
Mr. Sier maintains designations as a CERTIFIED FINANCIAL PLANNER® practitioner, a Chartered Retirement Planning Counselor®, and as a Chartered Special Needs Consultant.
Bridget Mullaney is an estate planning attorney advising high-net-worth clients on sophisticated estate planning and estate and trust administration for individuals, families, business owners and fiduciaries. She counsels clients on the design and implementation of customized wealth transfer strategies, tax-effic...
(401) *** ****
Scott Scales is a Relationship Manager for the Investment Management Group in Franklin. He is responsible for the administration of account relationships for individuals, trusts and institutions in the greater Franklin area. Scott brings over 35 years of bank and trust experience. Prior to joining Rockland T...
(508) *** ****
Trust Administrator and Attorney with experience in financial services as well as the state-wide agency serving people with developmental disabilities and behavioral health challenges. Over two decades of volunteering as an adaptive ski instructor at an organization that supports recreational opportunities for people w...
(401) *** ****
KRISTEN PRULL MOONAN is a partner in the Providence law firm of Moonan | Stratton. She earned a Bachelor of Science degree in economics, cum laude, from Smith College and a J.D. degree from Boston University School of Law. She is licensed to practice law in both Rhode Island and Massachusetts. Ms. Moonan...
(401) *** ****
AMY E. STRATTON is a Partner with Moonan | Stratton. Amy assists business owners and individuals with estate planning matters, such as the preparation of wills and trusts, business succession planning, guardianship and probate matters, and elder law matters. Amy is a past president and a current member of the Rhod...
(401) *** ****
Michael T. Lahti is a Trust & Estate Attorney and Chair of the Elder Law practice group. He has practiced law since 1995 and is a prolific public speaker, having conducted hundreds of educational seminars on a number of legal topics related to his practice, including how to reduce estate taxes, how to avoid probate...
(401) *** ****
Valentine oversees the administration and management of trust and investment relationships at Washington Trust Wealth Management, including legacy and special needs trusts, retirement accounts, and high-net-worth clients. She is passionate about helping individuals and families navigate complex trust structures a...
(401) *** ****
Michael, a member of the Massachusetts, Rhode Island and Florida Bars, has practiced law since 1995, concentrating in estate planning, taxation, probate, estate and trust administration, elder law and long term care planning. He has been designated a Certified Elder Law Attorney by the ABA-approved certifying ent...
(401) *** ****
Frederick M. Misilo, Jr., is Chair of the Trust and Estate Department at Fletcher Tilton PC, a regional law firm with offices in Worcester, Boston, Framingham, Cape Cod and Providence, RI. He also serves on the firm’s Management Committee. Fred has over thirty-five years of experience in estate planning, estate...
(401) *** ****
Mr. Sier maintains designations as a CERTIFIED FINANCIAL PLANNER® practitioner, a Chartered Retirement Planning Counselor®, and as a Chartered Special Needs Consultant. He brings over 30 years of Investment, Trust and Private Banking experience with super-regional banks and brokerage firms to his role as a...
(401) *** ****
