Overview
Megan is an associate in the Trusts & Estates department. Her practice focuses on estate and tax planning for individuals and families ranging from young clients who are beginning to acquire wealth to high net worth clients seeking to preserve multigenerational wealth.
Megan enjoys working with clients to tailor comprehensive estate plans that achieve their specific objectives regarding the disposition of their assets while minimizing estate, gift, and generation-skipping transfer taxes. These plans frequently include sophisticated strategies such as Irrevocable Life Insurance Trusts, Grantor Retained Annuity Trusts, and Spousal Lifetime Access Trusts.
In addition to estate and tax planning, Megan has significant experience advising personal representatives and trustees on all aspects of estate and trust administration. She routinely prepares and files Massachusetts and federal estate tax returns.
