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Profile Visibility  | | #2,200 in weekly profile views out of 12,340 lawyers in Boston, Massachusetts | | #249,733 in weekly profile views out of 968,939 total lawyers Overall |
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| Practice Areas | Wealth Management; Trusts and Estates; Estate Planning | | | Education | University of Virginia, J.D., 1995, Harvard University, B.A., 1990 | | | Admitted | 1996, Massachusetts | |
| Memberships | Boston and American Bar Associations. | | | Born | 1967 | | | Biography | Wealth Management: full range of wealth management services to individual clients and families. Estate Planning: draft wills, trusts, limited partnerships, grantor retained annuity trusts, qualified personal residence trusts, and related estate planning instruments for families, entrepreneurs and executives. Investment Management: manage more than $200 million in assets through Choate Investment Advisors. Trustee: serves as trustee and legal advisor to multiple generations of many client families. Trust & Estate Administration: full service financial support, including financial planning projections, bill payment, and retirement planning. Income tax planning, advice & return preparation: represent clients, before the Internal Revenue Service in Washington, D.C. and Boston. | | | ISLN | 910415444 | | | Transactions | Plan tax strategies to preserve and manage $30 million of waterfront property for multiple generations of single family. Developed wealth management plan for large multi-generational family designed to cover college education costs of all descendants. Executed estate planning strategy for venture capital client that transferred $45 million to children free of gift tax through grantor retained annuity trust. Create limited partnerships, limited liability companies and trusts for asset protection and wealth preservation purposes, including recent tax-free sale of multi-million dollar commercial real estate to long-term family trust. Serve as executor of estates, coordinating probate, tax and administration services. | |
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