Overview Michelle Porter, a Director, is a member of the Private Client and Trust Group. She focuses her practice on estate and tax planning, trust and estate administration and charitable giving. Representative Experience ˇ Established sophisticated estate plans, including gifting and charitable planning. ˇ Created and funded grantor retained annuity trusts and defective grantor trusts with assets expected to substantially appreciate. ˇ Prepared complex estate tax returns for estates, which included large closely-held businesses and complex valuation issues. ˇ Negotiated complex prenuptial agreements. Professional and Community Involvement ˇ Member, Clients' Security Board, Supreme Judicial Court ˇ Member, Professional Advisors Network of The Boston Foundation ˇ Member and past co-Chair, Boston Bar Association, Trusts & Estates New Developments Committee ˇ Member, Boston Estate Planning Council ˇ Volunteer attorney for Aids Action Committee ˇ Board Member of the McGinty Scholarship Fund Awards and Recognition ˇ Massachusetts Super Lawyers "Rising Stars", 2006-2009 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 |