For more than thirty years of practice (yikes!), I have advised individuals and families on their estate planning. I have maintained long-term relationships with my clients and their families and am here to provide counsel and advice through all of their life events, and to assist them in transferring their family wealth, whether large or small, in a manner that meets the family’s goals and values, while addressing complicated legal, tax and personal issues that may arise.
Specifically, I prepare estate planning documents, including wills, revocable trusts, financial powers of attorney and health care advance directives (health care powers of attorney and living wills). I advise clients on funding trusts to avoid probate, sophisticated estate and gift tax strategies using irrevocable trusts to reduce or eliminate federal and state-level estate and gift taxes, business succession to facilitate the transitioning a family business to one or more members of the next generation, college savings for grandchildren, and strategies for making tax efficient and meaningful charitable gifts.
I also advise individuals and families at the time of a death, bringing to the table both legal advice and an understanding of the family dynamic and the impact of the death of a loved one on family harmony. Working with the executors and trustees to organize and inventory assets, I help them to pay final debts and expenses, file tax returns, and provide for the orderly sale and/or distribution of the assets in accordance with the estate plan. When issues surface that were not considered in the original estate plan, I assist the executors, trustees, and families with post-mortem solutions, including using our progressive New Hampshire trust laws to modify existing trusts to fix problems or to make them work more efficiently for the family.
My clients come in all shapes and sizes, from young families just starting out to business owners, executives and professionals, to retirees. I enjoy counseling and problem solving for all my clients regardless of the size of the wealth or the size of the issues.
When I am not working with clients, I enjoy volunteering my time and knowledge to non-profit organizations. I have previously served on the Boards of the New Hampshire Charitable Foundation and Catholic Charities of New Hampshire, roles that gave me a greater understanding of and a better perspective on meaningful charitable giving. I am currently the Chair of the Board of the Bishop’s Charitable Assistance Fund. I enjoy counseling these and other New Hampshire nonprofit organizations on how to engage their donors in planned giving to build their endowments, which will allow these organizations to continue their good work in perpetuity.
And when I am not doing all of the above things, I am also proud to serve as President of Devine Millimet, a role which I took on in January of 2022. I am honored and privileged to lead the strategic direction of one of New Hampshire’s best law firms, and I am thrilled to be able to do so with an amazing and dedicated group of attorneys and staff members.
Although technically not a New Hampshire native, I grew up in Manchester since the age of 5, and now live in Auburn with my family. When I am not working, I devote all of my free time to my husband, John, my two amazing young adult children, Katelyn and Johnny, our precious dogs, Dexter and Brady, and my dear Daddy who is 94 years old and now lives with us since my Mom passed away in 2023 at the age of 92.9.
Representative Matters
- Represent individuals, couples, and families in formulating and implementing basic and sophisticated estate planning strategies, including the preparation of wills, revocable trusts, various lifetime gifting trusts, irrevocable insurance trusts, and qualified personal residence trusts.
- Assist business owners in the orderly transition of their business to the next generation.
- Assist clients in meeting their charitable objectives through the preparation and administration of charitable remainder trusts, charitable lead trusts, charitable bequests, charitable gift annuities, private (family) foundations, donor advised funds, and lifetime charitable gifts.
- Advise individual and corporate fiduciaries and beneficiaries on their rights and obligations under various estate planning documents.
- Represent estates and trusts before the Internal Revenue Service and Department of Revenue Administration in estate tax audit proceedings; represent individuals before the Internal Revenue Service in gift tax proceedings.
Community Involvement
- Bishops Charitable Assistance Fund, Current Board Member and Chair of the Board
- Catholic Charities of New Hampshire, Former Board Member
- New Hampshire Charitable Foundation, Former Statewide Board