Kristin is a Massachusetts trusts and estates lawyer with more than 20 years of experience advising individuals and families on complex estate and gift planning. She counsels trustees, guardians, and other fiduciaries on all aspects of trust and estate administration and frequently serves as trustee, executor, and personal representative. Her practice focuses on clients who are approaching or entering retirement and confronting long-term care decisions while seeking to reduce estate taxes.
Kristin’s clients live throughout Massachusetts and include business owners and professionals, blended and second marriage families, same-sex couples, and families with elders or individuals with special needs. She guides clients through every stage of the planning and administration process, including developing wills, trusts, and other strategies to preserve and transfer wealth in a tax efficient manner; advising business owners and entrepreneurs on succession planning; counseling personal representatives and family members through probate and post death issues; assisting with charitable planning, including family foundations and charitable remainder trusts; and preparing special needs trusts and advising on government benefits for individuals with disabilities.
While minimizing taxes is an important objective, she views estate planning more broadly, taking time to understand each client’s perspective and to design a comprehensive, 360-degree plan tailored to their unique needs. This approach helps her identify potential issues in advance, protect clients’ lifetime interests, and ease estate administration after death. Clients value her ability to explain complex financial and legal concepts in clear, accessible terms and to map out customized plans in face-to-face meetings so they feel heard and prepared for the future.