Steven Joshua Samuel

Attorney Steven Joshua Samuel is Of Counsel to Samuel Sayward & Baler LLC and the founder of the firm. Steve has been a practicing attorney in Massachusetts since 1977. He is a trusted advisor and fiduciary to many families, helping his clients improve their decision making on a wide range of estate planning, personal, family and business issues.

From 1995-2002, Steve created and managed a national network of estate planning attorneys that successfully  delivered comprehensive estate planning and financial services to several thousand families in cooperation with a major national financial services firm. From 2003-2020, Steve established and managed Samuel Financial LLC, a wealth management firm serving more than 300 families and 60 businesses.


  • Columbia Law School, New York, New York, J.D. 1976
  • Harlan Fiske Stone Scholar and Charles Evans Hughes Fellow
  • Human Rights Law Review, Editor-in-Chief, 1975 – 1976
  • Columbia University School, New York, NY, M.B.A. 1972
  • Yeshiva University, New York, New York, B.A. 1970
  • Honors: Magna Cum Laude

Bar Admissions

  • Massachusetts, 1977
  • U.S. Court of Appeals 1st Circuit, 1977

Professional Associations and Memberships

  • Massachusetts Bar Association 1977-present
  • Foundation on Economic Trends, Washington, DC, Member, Board of Directors 2002-present
  • Jewish Alliance for Law and Social Action, Advisory Board
  • NE 500 Philanthropy Advisory Committee, Co-Chair 2015
  • Greenhouse Crisis Committee, Member, Board of Directors 2001-2002
  • U.N. Advisory Commission on Law & Population, Rapporteur, 1976-78
  • Member of the Board of the DPI Group, 2021

Wills • Trusts • Elder Law • Long-Term Care Planning • Estates