In order to serve our clients better, Boston Legacy Planning LLC is affiliated with a number of organizations.
Bill Coyne has been a member of the National Network of Estate Planning Attorneys (NNEPA) since 1998. The Network was founded under the leadership of Bob Esperti and Renno Peterson in the 1990s. It is an organization of estate planning attorneys dedicated to helping their clients create estate plans that work.
Bill first heard Scott Farnsworth speak at a NNEPA Collegium, and immediately wanted to learn more about what Scott called “legacy planning.” Bill later joined Scott’s Sunbridge Legacy Builder’s Network, and was designated a Certified Legacy Advisor™ in 2011.
Bill met John Leonetti at an XPX Summit after Bill’s presentation on “Legacy Planning as a Foundation for Business Exit Planning.” After reading John’s book “Exiting Your Business, Protecting Your Wealth”, Bill joined John’s organization Pinnacle Equity Solutions. Pinnacle is a group of collaborative professionals who help business owners manage the long-term transition out of the business. The Pinnacle ESS Summary Report™ is a key part of the Business Wealth Realization Report™ that Boston Legacy Planning offers its business owner clients. Bill has been awarded the designation of Certified Business Exit Consultant™ by Pinnacle.
Bill is a member of the Innovative Equity Strategies business exit planning group founded by Steve Vesey and Jane Johnson. Steve and Jane have assembled an experienced group of professionals to help business owners develop and implement a business exit strategy. Bill is also a member of the Boston Chapter of XPX, the Exit Planning Exchange, which provides education and networking opportunities for professionals in the business exit planning arena.
Bill’s interest in avoiding and resolving disputes goes back several decades, well before the publication of his article on collaborative law “The Case for Settlement Counsel”, Ohio State Journal of Dispute Resolution Vol 14 1999 No. 2. Not long after the publication of that article, Bill joined the Mass Collaborative Law Council, and was certified as a collaborative lawyer in 2001. After a hiatus to develop his estate planning practice, Bill has re-joined the Council.