Phone: 617.951.3100
Fax: 617.951.9929

Steven M. Carr

Steven M. Carr is a partner at Pabian & Russell, LLC, concentrating in the areas of estate planning, the administration of estates and trusts, business succession planning and tax controversies. He co-manages the firm's estate planning and administration department. His clients consist of families, high-net worth individuals and privately held businesses.

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Steven M. Carr

 Areas of Practice

  • Estate planning, the administration of estates and trusts, business succession planning, general business law and tax controversies
  • Co-manager of Pabian & Russell's estate planning and administration department

Education

  • LL.M. in Taxation from Boston University School of Law
  • Juris Doctor (cum laude) from the University of Pittsburgh School of Law
  • Bachelor of Arts from Union College

Honors & Awards

  • Awarded Accredited Estate Planner (AEP) designation by the National Association of Estate Planners and Councils – one of only thirty Massachusetts lawyers to have the designation at the time http://www.naepc.org/search/member/104264
  • 2014 Boston Five Star Accounting and Estate Planning Professionals List published in Boston Magazine (one of eighteen estate planning lawyers named)
  • 2011-2017 Five Star Wealth Managers List published in Boston Magazine
  • 2011-2016 Massachusetts Super Lawyers List published in Boston Magazine
  • 2008-2010 Massachusetts Rising Stars List published in Boston Magazine
  • Rated 10.0 out of 10.0 "Superb" on Avvo.com's legal review website

Published Works

  • Co-authored “Good News from the IRS: Relief for Missed Portability Election”  published in Massachusetts Lawyers Weekly
  • "Incorporating Flexibility into the Estate Planning Process" published in The Boston Foundation's Philanthropic Advisor Newsletter
  • Co-authored "The Federal Tax Implications of Choice of Entity," a chapter in the Massachusetts Continuing Legal Education (MCLE) publication entitled "Starting Up and Advising an Emerging Massachusetts Business"

Classes & Seminars Taught and Other Speaking Engagements

  • Boston Tax Institute - “Basic Estate Planning for Accountants and Their Clients”
  • Northeastern University Masters in Taxation Program - "Estate and Gift Taxation"
  • Massachusetts Continuing Legal Education - "Estate Planning Basics"
  • The Boston Foundation - "Incorporating Flexibility into Estate Planning"
  • Boston Estate Planning Council - "The Sandwich Generation: Helping Your Clients Balance Their Lives and Their Parents' Growing Needs"

Prior Legal Experience

  • Senior Attorney and Special Assistant United States Attorney with the Internal Revenue Service Office of Chief Counsel in Boston
  • Senior Tax Consultant with the Boston office of Deloitte

Professional Associations & Memberships

  • Boston Estate Planning Council, Member of Board of Directors, Senior Chair for Educational Programming, Chair of the Membership Committee, Chair of the Roundtables Committee, Member of  various committees including Nominations, Member Involvement, Membership and Networking
  • Massachusetts Bar Association, Member

Bar Admissions

  • Commonwealth of Massachusetts
  • United States Federal District Court of Massachusetts
  • United States Tax Court

 Steven M. Carr is a partner at Pabian & Russell, LLC, concentrating in the areas of estate planning, the administration of estates and trusts, business succession planning and tax controversies. He co-manages the firm's estate planning and administration department. His clients consist of families, high-net worth individuals and privately held businesses.

Steve holds the designation of Accredited Estate Planner (AEP) by the National Association of Estate Planners and Councils. This designation recognizes a graduate level specialization in estate planning. It is awarded to recognize estate planning professionals who meet stringent requirements of experience, knowledge, education, professional reputation and character. At the time of the award, Steve was one of only thirty attorneys practicing in Massachusetts who had this designation.

Before joining Pabian & Russell, Steve was a Senior Attorney with the Internal Revenue Service Office of Chief Counsel. While at the IRS, he litigated numerous United States Tax Court cases, including the published opinions Mourad v. Commissioner, 121 T.C. No. 1 (July 2003), and Simanonok v. Commissioner, T.C. Memo 2002-66 (March 2002). In addition, Steve served as a Special Assistant United States Attorney, representing the IRS in matters before the United States Bankruptcy Court. He also advised and trained Revenue Agents and Revenue Officers with respect to issues of tax laws and IRS procedure.

Prior to his service at the Internal Revenue Service, Steve was a Senior Tax Consultant in the Boston office of Deloitte, where he advised clients with respect to issues of income and estate taxation. He also co-authored "The Federal Tax Implications of Choice of Entity," a chapter in the Massachusetts Continuing Legal Education (MCLE) publication entitled Starting Up and Advising an Emerging Massachusetts Business.

Steve earned an LL.M. in Taxation from Boston University School of Law, a Juris Doctor (cum laude) from the University of Pittsburgh School Of Law and a Bachelor of Arts from Union College. From 2008-2010, Steve was named to the Massachusetts Super Lawyers Rising Stars lists appearing in Boston Magazine, a distinction awarded to only the top 2.5 percent of up-and-coming attorneys in Massachusetts. From 2011-2015, he was named to the Massachusetts Super Lawyers lists in Boston Magazine, an honor awarded to only the top five percent of attorneys in Massachusetts. He was also included on the 2011-2016 Boston Five Star Wealth Managers lists in Boston Magazine, an honor awarded to less than three percent of the wealth managers (including estate planning attorneys) in the Greater Boston area. He was one of only eighteen estate planning lawyers named to the 2014 list.

Steve is an active member of the Boston Estate Planning Council, where he has served on the Board of Directors, as Senior Chair for Educational Programming, Chair of the Membership Committee and Chair of the Roundtables Committee, as well as a member of many committees including Nominations, Member Involvement, Membership and Networking. He is a frequent speaker and author on topics related to estate planning, probate administration and business succession planning, including serving as a lecturer for Northeastern University, the Boston Tax Institute, Massachusetts Continuing Legal Education, the Boston Foundation and the Boston Estate Planning Council. He has also authored articles and books for various organizations including Massachusetts Lawyers Weekly, Massachusetts Continuing Legal Education and the Boston Foundation.

He is admitted to practice before the bars of the Commonwealth of Massachusetts, the United States Federal District Court of Massachusetts and the United States Tax Court. He is also a member of Temple Sinai in Sharon and Blue Hill Country Club in Canton, Massachusetts. Steve enjoys volunteering with the youth sports programs in Sharon, where his children participate in soccer, swimming, track and softball, as well as skiing, cooking and following Boston sports teams.

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Pabian & Russell, LLC
One International Place
100 Oliver Street
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Boston, MA 02110-2600

Phone 617.951.3100
Fax 617.951.9929