Charitable Giving to a Major Teaching Hospital
Negotiated one of the largest charitable gifts ever made by a single individual to a major Boston teaching hospital for the naming rights to its new research center.
Filing Estate Tax Returns and Releasing Assets
Representation of foreign executors and beneficiaries in filing US estate tax returns and obtaining the release of US assets.
Foreign Trusts and Non-Resident Aliens
Planning and reporting for foreign grantor and non-grantor trusts and advising non-resident aliens on United States gift, estate and generation-skipping taxes.
Charitable Giving and Entity Structure
Advising families on charitable giving and entity structure to minimize income and wealth transfer taxes.
Executive Board Service
Advising and serving on the Boards of local private foundations.
Fiduciary Duties and Tax Laws in the Administration of Estates and Trusts
Advising professional and family executors and trustees in understanding fiduciary duties and tax laws in connection with the administration of estates and trusts.