|
Profile Visibility  | | #1,623 in weekly profile views out of 12,333 lawyers in Boston, Massachusetts | | #113,845 in weekly profile views out of 968,565 total lawyers Overall |
|
|
| |
| Practice Areas | Wealth Management; Trusts and Estates | | | Education | Boston College, J.D., magna cum laude, 1980, Harvard University, B.A., cum laude, 1977 | | | Admitted | 1980, Massachusetts | |
| Memberships | Boston (Member, Trusts and Estates Section and American (Member, Tax Section) Bar Associations. | | | Born | 1955 | | | ISLN | 905341765 | | | Transactions | Representation 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. | |
|
|
RSS | Blog | Advertising Opportunities | Site Map | Contact Us
