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PROFESSIONAL PROFILE

F. Keats Boyd III

President
Boyd & Boyd, P.C.
1555 Iyannough Road, Suite 1B West
Hyannis, MA 02601
Office: 508-775-7800
plan@boydandboydpc.com
www.boydandboydpc.com

Professional Approach

Attorney F. Keats Boyd, III is a shareholder and President at the Law Offices of Boyd & Boyd, P.C. where he concentrates his practice in the areas of Estate, Trust & Retirement: Planning, Administration & Management, Asset Protection Planning, Business & Succession Planning, Charitable Planning, Elder Law, Special Needs Planning, Tax Law and Trustee Services. He is a graduate of College of the Holy Cross. After serving in the US Air Force as a Captain he received his doctorate cum laude from Suffolk University Law School. Mr. Boyd has been helping families handle and protect their estate related matters for over 30 years.

His clients are from across the state, as well as up and down the eastern seaboard and from as far west as Arizona, California, Hawaii and Washington state. Mr. Boyd is admitted to the bar in Massachusetts, the United States Tax Court, the U.S. District Court of Massachusetts, the First Circuit Court of Appeals, and the U.S. Supreme Court. Mr. Boyd has authored several articles and has contributed to Leimberg Information Services, Inc.

Attorney Boyd is a well known and well respected lecturer. He regularly conducts educational seminars for continuing education credit, and for the general public. Comments from past attendees include: “The best I have attended”; “Very enlightening” and “Excellent presentation-learned a lot !” His seminar topics include: “The New Tax Law & Your Plan: What You Must Do Now!”, “Have Recent Changes in the Law Sabotaged Your Estate Plan?”, “Basic Estate Planning - Put not your trust in money, but put your money into the right kind of trust”, “Planning for Retirement Plans - What Everyone with an IRA, 401(k) or other Qualified Plan Needs to Know”, “Special Needs Planning - How to help that ‘Special’ Someone”, “What a Successor Trustee Needs to Know”, “Estate Planning for the Real Estate Investor”, “Protecting Your Home”, “Planning for the Moderate Estate”, “Planning for the $1 Million + Estate”, “A Walk Through Your Trust”, “Charitable Planning: Putting All the Pieces Together - Techniques Available to Donors” and “The Tax Cuts and Jobs Act - This Changes Everything”.

He is also a member of Interactive Legal community of Estate Planning and Wealth Transfer Attorneys, National Academy of Elder Law Attorneys, Inc. (NAELA TM), MBA Probate Law Section, the Massachusetts Bar Association, the Barnstable Bar Association and the Estate Planning Council of Cape Cod.

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The investment professional award goes to estate planning attorneys, insurance agents and select others in the financial industry. Eligibility Criteria – Required: 1. Credentialed with appropriate state or industry licensures. 2. Actively employed as a credentialed professional in the financial services industry for a minimum of five years. 3. Favorable regulatory and complaint history review. 4. Accepting new clients. Evaluation Criteria – Considered: 5. One-year client retention rate. 6. Five-year client retention rate. 7. Number of client households served. 8. Recent personal production and performance (industry specific criteria).9. Education and professional designations/ industry and board certifications. 10. Pro Bono and community service work. This year, we honored 16 Boston-area investment professionals with the Five Star Investment Professional award.