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William A. Lowell

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William A. Lowell

Partner
 
Choate, Hall & Stewart LLP
Two International Place
Boston, Massachusetts  02110
(Suffolk Co.)

Telephone: 617-248-5000
Fax: 617-248-4000
http://www.choate.com



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Practice AreasWealth Management; Trusts and Estates
 
EducationBoston College, J.D., magna cum laude, 1980, Harvard University, B.A., cum laude, 1977
 
Admitted1980, Massachusetts
 
MembershipsBoston (Member, Trusts and Estates Section and American (Member, Tax Section) Bar Associations.
 
Born1955
 
ISLN905341765
 
TransactionsRepresentation of public and private company chief executive officers to structure and implement plans to benefit both family members and philanthropic interests. Representation of multiple generations of several client families in coordinating tax and wealth management strategies, benefiting generations for decades into the future. Representation of several lottery winners, including winner of one of largest lottery prizes on record, in connection with estate planning and individual planning, including creation and management of trusts and private charitable foundations. With the encouragement of their children, working with Choate Investment Advisors to provide integrated investment, financial planning and estate planning advice to clients regarding their personal assets and retirement accounts, including assuming responsibility for funding their revocable trusts to avoid probate and serving as their trustee. Service as trustee of client's revocable trust, charitable remainder trust and private foundation, and together with personnel from trust department, tax preparation group and Choate Investment Advisors, providing client with sophisticated income, gift and estate tax planning, and investment advice to maximize charitable deductions and minimize taxes. Service as court-appointed administrator of a complex intestate estate involving abandoned property accounts in multiple jurisdictions. Creation of limited partnerships and limited liability companies for asset protection and wealth preservation purposes.
 


 

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