G. Thacher Storm
Counsel
Boston
tstorm@goulstonstorrs.com+1 617 574 4065G. Thacher Storm
Counsel, Boston
tstorm@goulstonstorrs.com+1 617 574 4065Related Expertise
Thacher Storm values highly the relationships built with clients while working with and advising them on estate planning and planned charitable giving. He collaborates closely with clients and their teams of professional advisors to develop and implement strategies for preserving and transferring their wealth and valued property.
With a primary focus on clients’ expressed goals and wishes, Thacher works to develop appropriate structures and arrangements to facilitate the management and transfer of their assets during life and upon death. Clients’ intentions generally emphasize tax efficiency and long-term preservation of value.
In addition to advising individuals on implementing their charitable giving goals during life and at death, Thacher has also represented colleges, universities and other tax-exempt organizations in connection with specific gifts and planned giving matters in general.
Related Representative Matters
Structuring and drafting estate planning instruments—including irrevocable trusts to own life insurance and revocable or irrevocable trusts and wills—to reduce or eliminate estate taxes, provide liquidity at death, and achieve clients’ objectives in a practical and tax-efficient manner.
Advising clients in making charitable gifts through a combination of personal funds and dedicated charitable funds (such as private foundations and donor advised funds) to optimize charitable deductions and avoid negative tax consequences.
Advising fiduciaries regarding the legal and tax aspects of their administration of estates and trusts.
Creating and qualifying private foundations and advising on their operation and compliance with tax laws.
Designing and implementing advanced estate planning strategies—including qualified personal residence trusts (QPRTs) to transfer homes and vacation properties at reduced transfer tax cost, grantor retained annuity trusts (GRATs) to shift asset appreciation to family members or fund other planning opportunities, and trust modifications through amendment powers, decanting, and non-judicial settlement agreements—to achieve clients’ goals efficiently and flexibly.
Advising clients and client entities in connection with gifts of large blocks of publicly traded securities.
Representing donor of large archival collection to art museum.
Serving as a trustee on private trusts
Accolades
- Chambers High Net Worth (Band 1 Firm Ranking), 2017-2020
Affiliations
- Member, Massachusetts Bar Association
- Member, Boston Bar Association
Admissions
- Massachusetts
Education
Boston University ( J.D. , cum laude , 1992 )
Trinity College ( B.A. , with honors , 1984 )