Administered high and ultra-high net worth estates and trusts. Prepared estate and gift tax returns. Worked with fiduciaries both in house and external client fiduciaries. Drafted estate planning, real estate, and corporate documents as they pertained to estate and trust administration.

Administer high and ultra-high net worth estates in collaboration with firm’s directors, associates, and trust administrators. Manage all aspects of estate administration including collection, sale, and appraisal of tangible, real, and personal property pursuant thereto. Prepare and review probate court pleadings. Prepare state and federal estate tax returns and gift tax returns. Collaborate with in-house and third party advisors and accountants on tax efficient post-mortem planning.

Collaborate with client's team of advisors to retitle assets and real estate, fund trusts, make distributions, and implement our clients’ estate plans after their death. Advise clients in a wide range of financial situations on estate and trust planning and administration matters. Draft estate planning and administration documents and court pleadings. Prepare Massachusetts and federal estate tax returns and federal gift tax returns. Prepare estate and trust accounts.

Worked on a large variety of estate and trust administration matters. Drafted and filed probate court documents and advised clients on all aspects of the administration process including working directly with financial institutions to retitle assets and fund trusts. Appeared before various probate courts on estate and trust matters. Prepared Massachusetts and federal estate tax returns, and estate and trust accounts.

I drafted a wide range of estate planning and entity formation documents for high net worth clients, with a focus on asset protection and estate tax avoidance. I also worked on estate administration, probate, and real estate matters.

I advised clients on all estate and trust administration matters from appointment through complete settlement or ongoing trust administration. I prepared probate pleadings and estate and trust accounts. This included frequent contact with financial and insurance companies regarding asset transfer, claim processing, and trust funding.

Find, research, and summarize interesting, quirky, and funny appeals court opinions for a radio feature played nationally on CBS radio. I also redesigned and managed the website, lookingatthelaw.com.

Draft estate planning documents for taxable and non-taxable estates, prepare and file probate pleadings, draft and record deeds and other real estate documents, assist with marketing including redesigning and enhancing firm's Facebook page. Various other tasks as assigned.

Led team helping Fortune 500 corporate clients looking to optimize their legal department budget and spending.