Overview
Kerry Spindler is an Associate in our Private Client & Trust group. She focuses her practice on estate and tax planning, and non-profit law. Prior to joining the firm, Kerry worked as a Judicial Intern for Associate Justice Herman J. Smith, Jr., Middlesex Superior Court. She also worked as a Judicial Intern to Federal Magistrate Judge Marian Payson.
Prior to attending law school, Kerry worked for more than a decade in philanthropy and the non-profit cultural sector. She spent much of that time as an Arts & Culture Program Officer at The Heinz Endowments, where she operated within a three-person team to distribute more than $64 million in grants. During that period she specialized in grantmaking to small- and mid-sized arts organizations, arts-based afterschool programs, and individual artists. She also developed expertise in financial analysis, project planning, strategic planning, and evaluation.
Representative Experience
· Creating estate plans for purposes of succession planning, tax planning, and avoidance of probate, including plans for same-sex partners and spouses.
· Creation of family limited liability companies to facilitate business succession and estate planning goals.
· Estate administration.
· Obtaining appointment of Guardians and Conservators.
· Representation of non-profit entities, including corporate formation and application for tax-exempt status.
Professional and Community Involvement
· Boston Bar Association, Trusts & Estates Section, New Developments Committee, 2010-2011
· Boston Bar Association, Trusts & Estates Section, Newsletter Committee Co-Chair, 2010-2011
Awards and Recognition
· Boston University Public Interest Law Journal
Speaking Engagements
· Boston Bar Association and Trusts & Estates Consortium, Co-Presenter, "Drafting Estate Planning Documents After the Enactment of the Massachusetts Uniform Probate Code," June 2009 and October 2009
Advisories
February 2011
Making the Most of the New Tax Law: Estate Planning and Wealth Transfer Strategies in 2011/12
February 2010
Is a Roth Conversion Right for You?
November 2008
Wealth Transfer Opportunities in the Current Economic Environment
Seminars & Events
November 2011
The New Massachusetts Uniform Probate Code
October 2011
Preparing for 2012: Drafting Under the MUPC
October 2009
Drafting Estate Planning Documents After the Enactment of the MA UPC
Interactive Media
February 2011
Tax Relief, Unemployment Insurance Authorization, and Job Creation Act of 2010 - A Summary and Statutory Analysis of Key Estate Planning Provisions
November 2010
The Defense of Marriage Act and Massachusetts' Recognition of Same-Sex Marriage: A Summary of Recent Litigation