Overview

Liane Keister is a shareholder at the firm and a member of the Trust and Estates Group. Her practice focuses on sophisticated estate planning, business succession planning, trust and estate administration, charitable planning, long-term care planning, and wealth management.

Liane represents high-net-worth individuals, families, and closely held business owners with estates ranging from $30 million to $300 million. Her work includes complex multi-generation wealth preservation strategies, asset protection, and business succession planning. She also has extensive experience in probate and trust administration, estate and gift tax planning, entity formation and governance, shareholder and buy-sell agreements, as well as residential and commercial transactions and leases.

ASSOCIATIONS & ORGANIZATIONS

  • Boston Bar Association
  • Massachusetts Bar Association
  • Board Member and Vice President of Boston Rowing Federation
  • Trustee of Riverside Boat Club, 2016-2018

HONORS & AWARDS

  • Super Lawyer Rising Star in Estate Planning & Probate, 2018-2022
  • U.S. Olympic Team Member, Rowing: Alternate: 2004 (Athens, Greece) and 2008 (Beijing, China)
  • World Champions Rowing: 2003 (1st Place), 2005 (4th Place), 2006 (5th Place) and 2007 (5th Place)
  • U.S.A. Rowing Team, 2003 – 2008
  • 2-time NCAA Division 1 National Champion, Brown University Women’s Rowing, 1999-2000

Education

J.D., Suffolk University Law School

B.A., Brown University

Bar & Court Admission

  • Massachusetts
  • New Hampshire

 

Representative Matters

  • Develop sophisticated estate planning and business succession strategies to transition closely-held businesses ranging from $5M-$200M to second and third generations
  • Draft and negotiate prenuptial agreements for high-net worth individuals and family business owners
  • Form private foundations and public charities and obtain tax-exempt status
  • Advise fiduciaries on trust and estate administration
  • Advise non-profit charities on governance, tax, compliance, contractual and employment matters
  • Represent estate to obtain two (2) Private Letter Rulings
  • Represent trust to obtain Private Letter Ruling to make late ESBT election
  • Research, draft and obtain innocent spouse status
  • Represent non-profit charity in securing long-term lease with DCR
  • Represent clients to secure guardianship and conservatorship appointments
  • Represent clients to secure MassHealth benefits