Kerry L. Spindler
Director
Boston
kspindler@goulstonstorrs.com+1 617 574 3504Kerry L. Spindler
Director, Boston
kspindler@goulstonstorrs.com+1 617 574 3504Related Expertise
Individuals and families rely on Kerry Spindler’s sophisticated advice as they undertake estate planning, gifting, and charitable planning. Similarly, trustees, other fiduciaries, and beneficiaries turn to her for guidance in estate and trust administration, while nonprofits count on her expertise for entity formation and obtaining tax-exempt status.
Clients from diverse family structures, including non-traditional families and same-sex couples, trust Kerry's personalized guidance for succession planning and wealth transfer. They count on her to minimize transfer taxes and probate, optimize income tax planning in combination with wealth transfer, create charitable legacies through private foundations and other means, and administer estates and trusts. They also rely on her to serve as a professional trustee and to advise both family and professional trustees.
A leader for her peers, Kerry serves as co-chair of the firm's Private Client & Trust Group.
Applying personal experience in philanthropy
Before practicing law, Kerry worked for more than a decade in philanthropy and the nonprofit cultural sector. She spent much of that time as an Arts & Culture Program Officer at The Heinz Endowments, where she worked to distribute hundreds of millions in grants. During that period, she focused on special project grant making to small- and mid-sized arts organizations, general operating support grants to large arts institutions, grants for arts-based community and afterschool programs, and grants in support of individual artists.
Related Representative Matters
Creation of family foundations and guidance to the clients involved regarding the implementation of family grant-making programs.
Negotiating and creating gift agreements between donors and non-profit entities.
Creation of family limited liability companies to facilitate estate planning and business succession goals.
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Accolades
- Boston University Public Interest Law Journal
- 40 Under 40, Pittsburgh, Pennsylvania, 2001
- Best Lawyers in America® (2023-2026): Trust and Estates
- Chambers High Net Worth (Band 1 Firm Ranking), 2017-2020
- Selected as a 2021 Leadership Council on Legal Diversity Fellows Program
Affiliations
- Chartered Advisor in Philanthropy® (CAP®)
- Boston Bar Association
- Trusts & Estates Section Steering Committee Co-Chair, 2019-2021
- Boston Bar Journal Board of Editors, 2017-2018
- Trusts & Estates Section Steering Committee, 2011-2016
- Estate Planning Committee, Co-Chair, 2014-2016
- Public Service Committee, Co-Chair, 2012-2013
- Trusts & Estates Section, New Developments Committee, 2010-2011
- Trusts & Estates Section, Communications Committee Co-Chair, 2010-2011
- Uniform Fiduciary Access to Digital Assets Working Group, Committee Member, 2014
- Uniform Rules on Public Access to Court Records Working Group, Committee Member, 2016
Admissions
- Massachusetts
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 )