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Kerry L. SpindlerKerry L. Spindler

(617) 574-3504
kspindler@goulstonstorrs.com
Fax: (617) 574-7706
LinkedIn

Boston
400 Atlantic Avenue
Boston MA
02110-3333
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Education
Boston University School of Law, J.D., 2008

Carnegie Mellon University, M.A.M., summa cum laude

Rochester Institute of Technology, B.S., summa cum laude
Admissions
Massachusetts

Overview

Estate and tax planning and non-profit law are Kerry Spindler's focus.  Prior to joining the firm, Kerry worked as a judicial intern for Associate Justice Herman J. Smith, Jr., Middlesex Superior Court.  She also worked as a judicial intern to Federal Magistrate Judge Marian Payson. Kerry Spindler is an Associate in our Private Client & Trust group.

Prior to attending law school, Kerry worked for more than a decade in philanthropy and the non-profit cultural sector.  She spent much of that time as an Arts & Culture Program Officer at The Heinz Endowments, where she operated within a three-person team to distribute more than $64 million in grants.  During that period she specialized in special project grant making to small- and mid-sized arts organizations, general operating support grant making to large arts organizations, grants for arts-based community and afterschool programs, and grants for support of individual artists.  She also developed expertise in financial analysis, project planning, strategic planning, and evaluation.

Representative Experience

  • Creating estate plans for purposes of succession planning, tax planning, and avoidance of probate, including plans for non-traditional families, same-sex partners and same-sex spouses.
  • Creation and administration of life insurance trusts and other irrevocable trusts for wealth transfer purposes.
  • Estate and trust administration.
  • Preparation of gift and estate tax returns.
  • Creation of family limited liability companies to facilitate business succession and estate planning goals.
  • Creation of private foundations and other mechanisms for charitable giving.
  • Representation of non-profit entities, including corporate formation and application for tax-exempt status.
  • Negotiating and creating gift agreements between donors and non-profit entities.
Professional and Community Involvement
  • Uniform Rules on Public Access to Court Records Working Group, Committee Member, 2016-Present
  • Uniform Fiduciary Access to Digital Assets Working Group, Committee Member, 2014-Present
  • Boston Bar Association, Trusts & Estates Section Steering Committee, 2011-2016
  • Boston Bar Association, Estate Planning Committee, Co-Chair, 2014-2016
  • Boston Bar Association, Public Service Committee, Co-Chair, 2012-2013
  • Boston Bar Association, Trusts & Estates Section, New Developments Committee, 2010-2011
  • Boston Bar Association, Trusts & Estates Section, Communications Committee Co-Chair, 2010-2011

 

Awards and Recognition
  • Boston University Public Interest Law Journal
  • 40 Under 40, Pittsburgh, Pennsylvania, 2001
Speaking Engagements
  • “Estate Planning for Non-Traditional Families,” MCLE, May 2015
  • "Estate Planning for Same Sex Couples After Windsor," 15th Annual New England Estate Planning Conference, January 2014
  • "Examining Post-DOMA Tax Implications," Boston Bar Association CLE, September 2013
  • "The New Massachusetts Uniform Probate Code in Practice," Boston Bar Association CLE, November 2011
  • "Preparing for 2012: Updating Forms for the MUPC," Boston Bar Association, October 2011
  • "Drafting Estate Planning Documents After the Enactment of the Massachusetts Uniform Probate Code," Boston Bar Association, October 2009
  • "Drafting Under the Massachusetts Uniform Probate Code," Trusts & Estates Consortium, June 2009
Press Releases
num: 9
clientAdvisories: Wealth Transfer Opportunities in the Current Economic Environment
clientAdvisories: Is a Roth Conversion Right for You?
clientAdvisories: Making the Most of the New Tax Law: Estate Planning and Wealth Transfer Strategies in 2011/12
clientAdvisories: The Time is Now: Making Tax-Free Gifts in 2012
clientAdvisories: Congress Passes Sweeping Tax Legislation Affecting Income, Estate and Gift Taxes
clientAdvisories: Supreme Court Strikes Down the Defense of Marriage Act, Bringing Sweeping Changes to Tax Laws
publicationsArticles: Chapter 1 - Estate and Gift Tax Issues Relating to Irrevocable Trusts. In Drafting Irrevocable Trusts in Massachusetts, MCLE New England
publicationsArticles: T&E Bar Looks for Guidance on Post-Death Access to Digital Assets, Massachusetts Lawyers Weekly
publicationsArticles: Checked Out But Still Logged On, Boston Business Journal
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