LIZ’S REPRESENTATIVE MATTERS

• Prepared wills, revocable trusts and irrevocable trusts with basic and sophisticated substantive provisions and sophisticated tax planning including reduction of estate taxes and minimization of capital gains taxes when inherited assets are subsequently sold.

• Drafted a charitable lead annuity trust to benefit charity and also to benefit donor’s family at reduced gift and estate tax costs.

• Assisted an international private foundation in adopting an education assistance program for staff members, and applied to the IRS for the preapproval of the procedures.

• Represented the Personal Representatives of an estate in a contentious family matter, and brought the matter to a conclusion that was satisfactory to all.

• Drafted Delaware asset protection trust for client seeking to maximize creditor protection of assets.

• Prepared estate tax returns for large estates with complex, closely-held assets.

Panelist, Boston Bar Association, “Challenging Blended Families: The Intersection of Trust Administration and Fiduciary Litigation When Two Families Become One,” November 7, 2023.