Rachel’s practice focuses on all aspects of estate planning as well as the administration of trusts and estates. She emphasizes a collaborative approach to estate planning and works closely with clients’ financial, legal and tax advisors. In addition to preparing fundamental estate planning documents, Rachel has significant experience preparing and implementing complex planning strategies for high net worth clients and business owners.
Rachel works closely with clients to ensure their estate planning is specifically tailored to meet their unique needs. She prepares revocable and irrevocable trusts, including irrevocable life insurance trusts, defective grantor trusts, qualified domestic trusts for non-citizen spouses, as well as so-called income-only Medicaid trusts.
Rachel routinely works with families and individuals affected by special needs or incapacity and represents fiduciaries, including professional guardians and conservators. She prepares various special needs trusts, including self-settled (d)(4)(A) trusts. Having previously worked full-time for Perkins School for the Blind, Rachel appreciates the unique planning issues faced by families of individuals affected by special needs.
This summary is presented for informational and educational purposes only, does not constitute legal advice, nor create an attorney-client relationship. For a full understanding of the issues, please contact counsel of your choice.