Colby College, B.A., Sociology and Human Development, cum laude and with distinctions, 1978
DONNA earned a Bachelor of Arts, cum laude, with distinctions in the majors (sociology and human development) from Colby College in 1978, and a Juris Doctorate from the University of Maine School of Law in 1983. She was a member of the Maine Law Review and the International Law Society, and was awarded the American Jurisprudence Award for Estate Planning in 1983. She was admitted to the Maine Bar in 1983 and the Connecticut bar in 1984. She has practiced law in Connecticut since 1984.
DONNA’s practice focuses on estate taxation and planning, with a special interest in charitable giving and land conservation planning; representation of individual and corporate fiduciaries and beneficiaries in the administration of trusts and estates; preparation of estate and gift tax returns; elder law; planning for disability; and tax-exempt organization law. She also practices in the area of residential real estate transactions. She believes that the practice of law is both a profession and a privilege, and she cherishes her role as a counselor to, as well as an advocate for, her clients. Her background in sociology and human development is brought to bear in working with clients and families dealing with the legal issues surrounding disability, aging, and death and dying.
In addition to providing traditional estate and tax planning services (credit shelter and generation-skipping trusts, marital trusts, special needs trusts, qualified personal residence trusts, and the like), Donna is committed to assisting clients in “doing well by doing good,” by creating non-profit organizations, private foundations, donor advised funds, charitable remainder and charitable lead trusts, and other planned giving vehicles. She is especially interested in working with families to teach younger generations responsibility through philanthropy. She works closely with non-profits and local community foundations, assisting clients in fulfilling their charitable goals. Having served for ten years on the board of the New Hartford Land Trust, Donna is also committed to the preservation of farm and forest land and natural habitat. She has worked with clients and local land trusts, as well as the Connecticut Farmland Trust, in preserving land in Litchfield County through the granting of conservation easements