 Robert S. Heppe Jr.
Hyannis, Massachusetts
| | phone | (508) 771-3132
| | fax | (508) 790-3760
| | email | Email Me
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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.
- Estate Planning
- Probate
- Elder Law
- Taxation
- Business Entities
- Massachusetts, 1986
- New Jersey, 1973
- U.S. Supreme Court, 1978
- U.S. Court of Appeals 1st Circuit, 1992
- U.S. Court of Appeals for the Armed Forces, 1974
- U.S. Tax Court, 1982
- U.S. District Court District of Massachusetts, 1986
- U.S. District Court District of New Jersey, 1973
- New York University School of Law, New York, New York,
1986
LL.M. Tax, Master of Laws in Taxation
- Suffolk University Law School, Boston, Massachusetts,
1973
J.D., Doctor of Jurisprudence
- Lafayette College, Easton, Pennsylvania,
1970
A.B., Economics
- The Challenges of Undoing a Scrivener's Errors, Massachusetts Lawyers Weekly, November 24, 1997
- Fellow, The American College of Trust and Estate Counsel
- Fellow, Massachusetts Bar Foundation
- American Bar Association
- Massachusetts Bar Association
- Barnstable County Bar Association
- Estate Planning Council of Cape Cod
- Worcester County Bar Association,
1998
-
2000
- Executive Committee
- Worcester County Bar Association,
2002
-
2004
- Tax, Trust and Estate Committee Co-Chair
- 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,
2002
-
2004
- Chairman of the Board
- American Red Cross of Central Massachusetts,
1994
-
2008
- Director
- Higgins Armory Museum,
2007
-
2008
- Trustee, Treasurer
- Court Appointed Special Advocates (CASA),
2004
-
2007
- Director
- Town of Sterling Finance Committee,
2000
-
2004
- Chair
- Town of Princeton School Committee,
1986
-
1988
- Certified Financial Planner
- Chartered Life Underwriter
- Judge Advocate General's Corps, US Army
- Colonel (Retired)
- Phi Alpha Delta
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