Overview

Kerry Spindler is an Associate in our Private Client & Trust group. She focuses her practice on estate and tax planning, and non-profit law.  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.

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 grantmaking to small- and mid-sized arts organizations, arts-based afterschool programs, and 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 same-sex partners and spouses.
• Creation of family limited liability companies to facilitate business succession and estate planning goals.
• Estate administration.
• Obtaining appointment of Guardians and Conservators.
• Representation of non-profit entities, including corporate formation and application for tax-exempt status.