
Our Future, Our Terms
Our Future, Our Terms: Strategic Planning for LGBTQ+ People & Families
Presented by GLAD’s Legacy Society
Thank you for joining our distinguished panel of LGBTQ+ professionals for insights and strategies on estate and financial planning, legally protecting yourself and your family, and aligning your financial decisions with your values.
Watch the event recording:

GLAD’s Legacy Society
GLAD’s Legacy Society is a group of supporters who have included GLAD in their will, trust, or estate plans. Membership carries certain benefits such as invitations to exclusive GLAD events and briefings, including our annual Legacy Society Brunch, and recognition in GLAD Briefs. Learn more
Featured Panelists:

Scott Squillace
Principal and Founder
Squillace & Associates, P.C.
Scott E. Squillace is a business, tax, and estate planning attorney with over 37 years of experience practicing law. Scott is admitted to practice law in Maine, Massachusetts, New York, Washington, D.C, New Hampshire, and is admitted to the Bar in Paris, France as an Avocat. As the founder of Squillace & Associates, P.C., a boutique law firm in Boston’s historic Back Bay, Scott specializes in estate and business planning matters including tax and philanthropic planning for high-net-worth individuals and families. His practice includes estate planning needs for international clientele, corporate executives, small business owners, physicians, attorneys, and other professionals. Scott focuses on helping same-sex couples and members of the LGBTQ community with their unique planning needs and authored Whether to Wed: A Legal and Tax Guide for Gay and Lesbian Couples. He holds a bachelor’s degree from Fordham University, studied at the Sorbonne University in Paris, and earned a J.D. from the Columbus School of Law at the Catholic University of America in Washington, D.C. Scott lives in Boston, MA and Palm Springs, CA with his husband and two silver labs.
Lisa M. Wilson
Founding Partner
Wilson, Marino & Bonnevie

Lisa M. Wilson is a founding partner in the law firm of Wilson, Marino, & Bonnevie, P.C. in Newton, MA where she concentrates in all areas of family law, LGBT family issues, and real estate law. Since 2010, Lisa has been a member of the Boston Bar Association’s Family Law Section Steering Committee and served a two-year term as its Co-chair. She is a longtime member of the Mass LGBTQ Bar Association, having served as its Co-chair from 2011-2012. In addition, Lisa served on the MBA/BBA Joint Bar Committee on judicial appointments from 2009-2012. Lisa is a frequent speaker on family law matters for MCLE and the BBA. She has been appointed by the Probate and Family Court to serve as a guardian ad litem, special master for the sale of real estate, discovery master, and attorney for the child in contested family law cases. Lisa has been selected as one of the “Massachusetts Super Lawyers” each year since 2009 and in 2018 was selected as one of the “Top 50 Women Super Lawyers” in Massachusetts. In 2015, she received the Massachusetts Bar Association Community Service Award and was named by Massachusetts Lawyers Weekly as one of the “Top Women of Law”. Since 2016 she has been selected for inclusion in editions of “The Best Lawyers in America” by US News & World Report. Currently, Lisa is serving a three-year appointment as a member of the Massachusetts Court Management Advisory Board (CMAB). Lisa is a 1984 graduate of Providence College and a 1988 graduate of Suffolk University Law School.

Alix Magner, CFP
First Vice President, Financial Advisor
Morgan Stanley
Alix Magner, CFP® is a First Vice President and financial advisor at Morgan Stanley. Based in Minneapolis and San Francisco, she works with clients across the U.S. Alix’s team – The Kerl/Magner Group – helps smart, busy, successful professionals, mostly in tech, to align their money with their values.
Alix’s team provides financial planning around complex compensation – including RSUs, ISOs, ESPP and all the other acronyms. She regularly speaks to corporate employee groups on financial planning considerations for the LGBTQ+ community and charitable giving strategies. Alix is involved in various non-profits and serves on the Board Chair of the Friends of St. Paul College. She believes philanthropic conversations should be part of every advisor-client relationship.
Outside of work, Alix is a competitive ultra-endurance runner and cyclist and she and her wife have two teenagers.