Laurie J. Hall
Director
Boston
lhall@goulstonstorrs.com+1 617 574 4028Laurie J. Hall
Director, Boston
lhall@goulstonstorrs.com+1 617 574 4028Related Expertise
Laurie Hall guides high-net-worth individuals and families through the intricacies of wealth transfer and tax optimization. She designs comprehensive strategies that address sophisticated transfer tax, income tax, and charitable planning issues.
With particular depth in leveraged gift strategies, business succession planning, and planning for publicly-held company executives, family-held businesses, real estate entrepreneurs, venture capitalists, and private equity principals, Laurie is a cornerstone resource for her clients. She provides guidance on trustee selection and succession, planning for family trusts in connection with divorce, and modifying trusts through decanting and other techniques. She also counsels executors and trustees on fiduciary duties and tax laws in estate and trust administration. Her thoughtful, experienced guidance facilitates important decision-making to protect and preserve assets for future generations.
Laurie works extensively with clients to achieve their domestic and international philanthropic goals, including creating and administering charitable remainder and lead trusts, private operating foundations, and family foundations. She also advises families on structuring grant-making programs and on charitable giving strategies and entity structures that minimize income and wealth transfer taxes. In addition, she counsels families in connection with the sale of closely held business interests, offering both financial and legal planning that protects long-term family goals.
Professional Trustee Services
A significant piece of Laurie's practice is devoted to serving as a professional trustee. Her comprehensive experience in all aspects of estate and trust administration makes her a trusted resource who regularly serves as a professional executor for clients' estates, or as a co-executor serving with and guiding family members.
Related Representative Matters
Planning significant asset transfers where substantial appreciation in value was anticipated, employing Grantor Retained Annuity Trusts (“GRATs”) and other techniques (including transfers in anticipation of possible liquidity events).
Drafting and implementation of so-called “defective grantor trusts.”
Advice on sophisticated uses of life insurance in estate planning.
Related InsightsSee all
Accolades
- Massachusetts Super Lawyer
- Best Lawyers in America® (2008-2026): Trusts and Estates
- Chambers High Net Worth (Band 1 Firm Ranking), 2017-2020
Affiliations
- Member, American Bar Association
- Member, Boston Bar Association
- Board member, Austen Riggs Center, a residential treatment facility in Stockbridge, Massachusetts
Admissions
- Massachusetts
Education
Boston University ( J.D. , cum laude , 1986 )
Harvard College ( B.A. , 1983 )