• Worked directly with high-net-worth individuals and families to structure and implement sophisticated estate plans tailored to achieve their particular objectives in a changing tax climate.• Advised clients on leveraged gifting strategies and advanced wealth preservation techniques, including Irrevocable Gifting Trusts, Grantor Retained Annuity Trusts, and Spousal Lifetime Access Trusts.• Prepared Federal and Massachusetts Estate Tax Returns, as well as Federal Gift (and Generation-Skipping Transfer) Tax Returns.• Conducted research and draft memoranda on a variety of domestic and international tax law matters, with a particular focus on minimizing or eliminating federal and state transfer taxes.

• Drafted comprehensive estate plans for high-net-worth clients with multigenerational wealth.• Advised personal representatives and estate beneficiaries in connection with the probate process, preparation of estate tax returns, payment of debts and claims, and distribution of assets.• Directed distributions from trust accounts pursuant to terms of trust instruments and discretion of trustees.• Prepared Non-Judicial Settlement Agreements, including agreement to broaden distribution standard to include payments to educational institutions other than college and post-graduate institutions.

• Drafted comprehensive estate plans for high net worth clients, including Last Will and Testaments, Revocable Trusts, Powers of Attorney, and Health Care Proxies.• Prepared Federal and Massachusetts Estate Tax Returns, as well as Federal Gift (and Generation-Skipping Transfer) Tax Returns.• Formed Massachusetts Limited Liability Companies and effectuated sales and/or gifts of voting and non-voting interests to individuals and/or trusts.

• Drafted Formal Probate Petitions for Probate of a Will or Adjudication of Intestacy and Appointment of a Personal Representative. • Prepared Deeds, Certificates of Trust, and Realty Trusts required to transfer real estate.• Identified and compared existing options for the disposition of digital assets and presented recommendations to trusts and estates practice group.

• Performed extensive research and drafted memoranda on a variety of complex substantive and procedural matters, including applicability of qualified immunity defense to military officers in police misconduct case.• Completed several-thousand-page document reviews of discovery.• Prepared status reports to clients, insurers, and national counsel under direction of attorney.

• Coordinated discovery-intensive defense of several hundred civil suits in Massachusetts and Rhode Island from receipt of complaint through settlement, summary judgment, jury verdict, or other disposition.• Managed firm-wide internet database of client materials to expedite document production in all jurisdictions.• Assisted in trial preparation and in preparation of trial notebooks.