Anu R. Mullikin
Shareholder

Biography

Anu is a shareholder of the firm and chairs the Trust and Estates Practice Group. Anu represents medium to high net worth individuals, families, retirees, professionals and business owners in matters of estate planning, sophisticated wealth transfer strategies, charitable planned giving, estate and trust administration and business succession planning. Anu's focus is on the whole family relationship, and the advice that she provides to her clients is designed to maximize tax savings while meeting the objectives of the individual and the family.

Anu's trusts and estates practice extends beyond the formulation and implementation of a tax savings strategy to administration of trusts and estates and the preparation of estate and gift tax returns and state and federal fiduciary income tax returns.

Anu serves on the Statewide Board of the New Hampshire Charitable Foundation and, in addition, serves as Chair of New Hampshire Charitable Foundation's Manchester Regional Advisory Board. Anu is also a Fellow of the American College of Trust and Estate Counsel and is a Past President of the New Hampshire Estate Planning Council. Anu has been recognized as one of the best lawyers in New Hampshire in the field of Trusts and Estates by Business New Hampshire Magazine,as an Ideal Multigenerational Lawyer in New Hampshire Magazine and as an Outstanding Women in Business by New Hampshire Business Review.

EDUCATION:

Boston University School of Law, Graduate Program, Master of Laws in Taxation, 1996
Boston University School of Law, Juris Doctor, 1991
University of Lowell, Bachelor of Science (Summa Cum Laude), 1988

Representative Matters

• Represents individuals and couples in formulating and implementing basic and sophisticated estate planning strategies, including the preparation of wills, revocable trusts, irrevocable insurance trusts, and qualified personal residence trusts
• Assists clients in meeting their charitable objectives through the preparation and administration of charitable remainder trusts, charitable lead trusts, charitable bequests, charitable gift annuities and private (family) foundations
• Advises individual and corporate fiduciaries and beneficiaries on their rights and obligations and represents these parties in probate court disputes
• Represents estates and trusts before the Internal Revenue Service and Department of Revenue Administration in estate and gift tax audit proceedings

Professional Affiliations

• American College of Trust and Estate Counsel (ACTEC), Fellow
• New Hampshire Charitable Foundation, Statewide Board
• New Hampshire Estate Planning Council, Past President 

Awards & Honors

• Recently selected by her peers for inclusion in The Best Lawyers in America® 2012 in the field of Trusts and Estates (Copyright 2011 by Woodward/White, Inc., of Aiken, S.C.). Recognized for 10 years, 2003 - 2012.
• AV® Rating, the highest rating by Martindale-Hubbell
• Named a 2009 "Outstanding Woman in Business" by the New Hampshire Business Review
• Recognized as a "New England Super Lawyer" in the practice area of Estate Planning and Probate 2007 - 2011
• Named "Top Attorney" focused on Trusts & Estates by New Hampshire Magazine
• Selected "One of the Best Lawyers in New Hampshire" in the field of Trusts and Estates, Business New Hampshire Magazine
• Selected as an Ideal Lawyer in the field of Multigeneration Law by New Hampshire Magazine

Speaking Engagements

• New Hampshire Bar Association, The New Federal Estate Tax, Generation Skipping Transfer Tax and Gift Tax Law of 2010, January 2011
• New Hampshire Bar Association, Basic Estate Planning 2007, May 2007
• New Hampshire Bar Association & New Hampshire Society of Certified Public Accountants, 24th Annual Tax Forum, November 2006
• New Hampshire Bar Association, The Marital Share in Estate Planning, May 2005
• New Hampshire Bar Association, Credit Shelter Trusts and Marital Deduction Formulas, March 2005
• Professional Education Systems Institute, LLC, The Complete Trust Course, December 2004
• New Hampshire Bar Association, Basic Estate/Basic Probate, December 2004
• New Hampshire Bar Association & New Hampshire Society of Certified Public Accountants, 22nd Annual Tax Forum, November 2004
• National Business Institute, Oddities and Challenges in New Hampshire Probate Law, September 2004
• New Hampshire Bar Association, The Uniform Disclaimers Act, October 2003
• Professional Education Systems, Federal Estate and Gift Tax Workshop, May, 2003
• New Hampshire Bar Association, Conversion of Trusts to Unitrusts, September, 2002
• Professional Education Systems, Complete Trust Workshop, May, 2002
• National Business Institute, Drafting Wills and Trusts in New Hampshire, February, 2002
• National Business Institute, Sophisticated Estate Planning Techniques, September, 2001

Bar Admissions

• New Hampshire