matthew matt hillery lawyer estate planning high net worth individuals families trust estate administration formation operation nonprofit charitable organizations charitable giving

Speaker, "Estate Planning: Crunching the Numbers," Boston Bar Association

March 2015

Learn to analyze various strategies in estate planning from a mathematical perspective. Number crunching shows us why certain strategies make more sense than others—like determining whether a simple loan is more effective than a GRAT, or whether a life insurance trust is the best option for owning term insurance.