Robert S. Heppe Jr.
Location:
Hyannis, Massachusetts
Phone:
508-815-3856
508-815-3923
508-815-3923
Fax:
508-790-3760
E-mail:
Bob Heppe is an experienced member of our estates and trusts area. He has extensive experience in estate planning, trusts and estate administration. He is a Fellow of The American College of Trust and Estate Counsel and a Fellow of the Massachusetts Bar Foundation. He is a graduate of Lafayette College and Suffolk University Law School and holds a Master of Laws (in taxation) from New York University Law School.
Areas of Practice
- Estate Planning
- Probate
- Elder Law
- Taxation
- Business Entities
Bar Admissions
- Massachusetts, 1986
- New Jersey, 1973
- U.S. District Court District of Massachusetts, 1986
- U.S. District Court District of New Jersey, 1973
- U.S. Court of Appeals 1st Circuit, 1992
- U.S. Court of Appeals for the Armed Forces, 1974
- U.S. Supreme Court, 1978
- U.S. Tax Court, 1982
Education
- New York University School of Law, New York, New York
- LL.M. - 1986
- Major: Taxation
- Suffolk University Law School, Boston, Massachusetts
- J.D. - 1973
- Lafayette College, Easton, Pennsylvania
- A.B. - 1970
- Major: Economics
Published Works
- The Challenges of Undoing a Scrivener's Errors, Massachusetts Lawyers Weekly, November 24, 1997
Honors and Awards
- Fellow, American Bar Foundation
- Fellow, Massachusetts Bar Foundation
- Fellow, The American College of Trust and Estate Counsel
Professional Associations and Memberships
- American Bar Association
- Massachusetts Bar Association
- Barnstable County Bar Association
- Estate Planning Council of Cape Cod, Director, 2010 - Present
- Worcester County Bar Association, Executive Committee, 1998 - 2000
- Worcester County Bar Association, Co-Chair, Tax, Trust and Estate Committee, 2002 - 2004
- National Academy of Elder Law Attorneys (NAELA), Member
- Judge Advocates Association Inn of Court, 2007 - Present
- Worcester Estate and Business Planning Council, 1994 - 2008
- American Red Cross of Central Massachusetts, Chairman of the Board, 2002 - 2004
- American Red Cross of Central Massachusetts, Director, 1994 - 2008
- Higgins Armory Museum, Trustee, Treasurer, 2007 - 2008
- Court Appointed Special Advocates (CASA), Director, 2004 - 2007
- Town of Sterling Finance Committee, Chairman (2000-2004), 1994 - 2004
- Town of Princeton School Committee, 1986 - 1988
- Certified Financial Planner
- Chartered Life Underwriter
- Judge Advocate General's Corps, US Army, Colonel (Retired)
- Board of Bar Overseers BBO Disciplinary Hearing Committee, 2009 - Present
- Mountain, Dearborn & Whiting, LLP, Attorneys at Law, Worcester, MA, Of Counsel, 2006 - 2008
- Flagship Bank and Trust Company, Worcester, MA, Senior Vice President, Trusts, 2003 - 2006
- Mirick, O'Connell, DeMallie & Lougee, LLP, Attorneys at Law, Worcester, MA, Of Counsel, 1994 - 2003
- Moore & Heppe, Attorneys at Law, Worcester, MA, Partner, 1986 - 1994
- New York Life Insurance Co. New York, NY, 2nd Vice President, 1979 - 1986
Fraternities/Sororities
- Phi Alpha Delta
