Donna has extensive experience in estate planning, and specializes in estate, gift, and generation-skipping transfer tax planning. With a focus on leveraged gifting strategies, her expertise includes both structuring complex plans involving irrevocable trusts and limited liability entities to optimize wealth transfer.
Donna's legal practice centers on advising family-owned, closely held businesses on estate and business succession planning. Donna collaborates with business owners to create long-term strategies that preserve family legacies, while minimizing tax implications.
In addition, Donna provides guidance to individual and institutional trustees on trust administration and trust reformation, utilizing such tools as non-judicial settlement agreements and decanting.
Donna is also Of Counsel at Rubin and Rudman LLP in Boston, Massachusetts.
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