Legacy Counsellors, P.C. Continues to Expand Team
EASTHAMPTON — Legacy Counsellors, P.C. is a local law firm that specializes in estate planning, elder law, and business-succession planning for individuals and families throughout the country from offices in Easthampton and Bloomfield, Conn.
In June, Legacy welcomed Chelsea Reilly as a member of the support staff. She has previous experience in wealth management, and has also worked as a graphic designer and an English professor.
Reilly’s hire continues a pattern of growth at the 24-year-old firm. Attorneys Christopher Roy and Jennifer Levesque joined the practice in 2015 and 2016, respectively. They focus their practices in the areas of estate planning, elder law, tax planning, estate administration, and Medicaid planning. Both are frequent speakers at in-house seminars as well as seminars hosted by National Business Institute and various financial institutions located in and around the Pioneer Valley and Hartford County.
Since 2016, Emily Sorbi has provided Legacy’s attorneys and clients support in the areas of document management, marketing, and funding. Thomas Topper, hired in 2017, contributes support in the areas of trust tax return preparation and review, LLC transaction analysis, and internal process improvement.
Those work with veteran support staff Christine Biegner and Russell Rososky, and all are led by founder and President Kevin Quinn, who is also the founder of Wealth Strategies Institute, LLC, which provides continuing education to CPAs, CFPs, attorneys, development officers, and insurance professionals throughout the country.