Overview
Nancy Samiljan is a Director and Co-Chair in the firm's Private Client and Trust group. The focus of her practice includes all aspects of sophisticated estate and tax planning for high net worth individuals, trust and estate administration and charitable giving. Nancy has extensive experience in planning for owners of real estate interests and administering estates with closely held real estate and business interests. Other areas of expertise include negotiating and drafting prenuptial agreements and planning with life insurance.
Representative Experience
· Creation and funding of grantor retained annuity trusts and intentionally "defective" grantor trusts to accomplish succession of closely-held business and partnership interests.
· Structuring gifts of residential real estate to a donor advised fund under the management of a public charity.
· Preparation of complex estate tax returns involving business and real estate valuation issues and sophisticated tax elections.
· Creation and funding of family limited liability companies as vehicles to preserve real estate for future generations.
· Representation of families in gift and estate tax audits with federal taxing authorities.
Professional and Community Involvement
· Member, Boston Bar Association, Education Committee 2007 - Present
· Co-Chair, Boston Bar Association- Trusts and Estates Section, Estate Planning Committee - 2005 - 2007
· Co-Chair, Boston Bar Association- Trusts and Estates Section, New Developments Committee - 2004-2005
· Member, New Developments Committee - 1998-2005
· Member, Boston Probate and Estate Planning Forum
- Moderator 2004-2005
- Program Chair 2003-2004
· Member Advisory Board, Wellesley Education Foundation, Inc.
· Town Meeting Member, Wellesley, MA, 2001-2009
Awards and Recognition
· "The Best Lawyers in America", Trusts and Estates, 2006-2012
· Martindale Hubbell Peer-Review Rated AV Preeminent ™
· Top Women Lawyers in the Northeast, Trust & Estates, Wills & Probate, Martindale Hubbell, 2011
Press Releases
September 2011
Goulston & Storrs Attorneys Named to 2012 Edition of Best Lawyers®
August 2010
Goulston & Storrs Attorneys Named to 2011 Edition of Best Lawyers
July 30, 2009
Goulston & Storrs Attorneys Named in 2010 Best Lawyers®
Advisories
February 2011
Making the Most of the New Tax Law: Estate Planning and Wealth Transfer Strategies in 2011/12
December 2010
New Law Reduces Wealth Transfer Taxes
October 2010
Gift and Generation Skipping Transfer Tax Savings in 2010
February 2010
Is a Roth Conversion Right for You?
November 2008
Wealth Transfer Opportunities in the Current Economic Environment