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Kerry L. SpindlerKerry L. Spindler

(617) 574-3504
Fax: (617) 574-7706
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400 Atlantic Avenue
Boston, MA 02110-3333
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


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 grant making 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 non-traditional families, same-sex partners and spouses.
  • Creation of private foundations and other mechanisms for charitable giving.
  • Creation of family limited liability companies to facilitate business succession and estate planning goals.
  • Estate and trust administration.
  • Obtaining appointment of Guardians and Conservators.
  • Representation of non-profit entities, including corporate formation and application for tax-exempt status.
Professional and Community Involvement
  • Uniform Fiduciary Access to Digital Assets Study Group, Committee Member, 2014-Present
  • Boston Bar Association, Trusts & Estates Section Steering Committee, 2011-Present
  • Boston Bar Association, Estate Planning Committee, Co-Chair, 2014-2015
  • 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, Newsletter Committee Co-Chair, 2010-2011


Awards and Recognition
  • Boston University Public Interest Law Journal
Speaking Engagements
  • "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: 7
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
Case Studies
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