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| Practice Areas | Wealth Management; Taxation; Trusts and Estates; Business | | | Education | Georgetown University, J.D., 1973; Boston University, LL.M. in Taxation, 1977, Harvard University, A.B., 1969 | | | Admitted | 1973, Massachusetts | |
| Born | 1947 | | | Biography | Family-Owned Businesses: general corporate, business and tax advice, including mergers, acquisitions and divestitures, and structuring arrangements to transfer equity interests to younger generations in a tax-efficient manner. Complex Gift & Estate Planning: advice on all aspects of gift and estate planning, including life insurance planning, family limited partnerships, sales to grantor trusts, grantor retained annuity trusts and charitable planning. Estate & Trust Administration: fiduciary services as executor and trustee of clients' estates and trusts, including administration of large private foundations. | | | ISLN | 908185014 | | | Transactions | Helped several families transfer equity interests in family-owned companies to younger generation members at little or no gift and estate tax expense. Successfully settled numerous income, gift and estate tax audits, including one case that reduced proposed tax deficiency from $50 million to $0. Managing Trustee of numerous family trusts and foundations with total assets in excess of $500 million. | |
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