Jeffrey M. Siegel, J.D., LL.M.

Jeffrey M. Siegel, J.D., LL.M.

Vice President

Phone: (413) 585-5100
Fax: (413) 585-5153
E-mail:

Jeffrey M. Siegel joins United Wealth Management Group as Vice President. Jeff brings twenty-five years of experience in legal, tax and financial matters to allow us to better serve our clients. Jeff earned his Juris Doctor from the University of Connecticut School of Law and his LL.M. in Taxation from New York University School of Law. His first position out of law school was in the Private Clients group of a “Big Four” accounting firm, performing tax planning and compliance for highly compensated individuals. He practiced as an attorney for twenty years, specializing in estate planning and administration. Jeff is admitted to practice in Massachusetts and Connecticut, and to appear before the United States Tax Court and the United States Supreme Court. He spent three years as a professional fiduciary and trust officer with an international corporation before joining United Wealth Management Group.

He has served as adjunct faculty, seminar leader and author on topics involving areas of estate planning, specializing in trust administration and taxation. He teaches a course in "Advanced Problems in Taxation" at American International College's Master of Taxation program. Jeff is the President of the Pioneer Valley Estate Planning Council for the 2011-12 year, and is a member of the Estate Planning Council of Hampden County.
 
Jeff resides in Westfield with his wife and two dachshunds. He is been active in civic organizations, and has served on the Board of Directors of a number of arts organizations, including the Greater Hartford Festival of Jazz,  the Cancer House of Hope and the Northampton Center for the Arts. He has served terms on both the Connecticut Commission on the Arts and the Springfield Cultural Commission. He is a founder, board member, and Treasurer of the Northampton Jazz Festival, which recently had its first event.He writes a jazz blog and records a podcast entitled “Straight No Chaser”, which was cited by the Wall Street Journal in 2009 as “a great way for readers to discover new artists and lesser-known works from popular performers.”