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| Practice Areas | Trusts and Estates; Wealth Management | | | Education | University of Virginia, J.D., 2001, Dartmouth College, B.A., magna cum laude, 1998 | | | Admitted | 2001, Massachusetts | |
| Born | 1976 | | | Biography | Wealth Management: Preparation of sophisticated estate plans for individual clients that minimize federal and estate, gift and generation-skipping transfer taxes. | | | ISLN | 915946004 | | | Transactions | Successfully represented trustee in litigation between trustee and beneficiaries with respect to proper distribution of $25 million trust, and continue to advise trustee on all aspects of trust administration. Advised client regarding tax consequences of renouncing United States citizenship under tax treaties between the U.S. and European countries. Successfully represented individual client in litigation against town for improper assessment of significant real estate taxes. Formed charitable private foundation for wealthy family in order to encourage philanthropy in future generations. Regularly prepare sophisticated estate plans that provide for children, grandchildren, and more remote descendents while minimizing federal and state estate, gift, and generation-skipping transfer fees. Regularly manage gifting programs that transfer wealth to younger generations without incurring gift or estate taxes. | |
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