I work closely with individuals and families to understand their estate planning needs and goals and then draft appropriate estate planning documents, such as wills, revocable trusts, and special needs trusts that meet those goals. I also assist trustees with trust modifications and decanting matters.
The cases I handle involve all aspects of estate planning and administration. In addition to planning for property transfers at death, developing lifetime gifting strategies can be just as important. I also help business owners to develop succession plans that work with their personal estate planning objectives.
I enjoy being an active member of the community. My service on several nonprofit boards in greater Nashua allows me to help improve lives through the promotion of education, affordable housing, and community support. While I love to travel, I always look forward to taking full advantage of living in New Hampshire with my family and am happiest outdoors, whether skiing in the winter or hiking, cycling, and boating in the summer. Enjoying the local music and theater scene is another pastime.
Representative Matters
- Represents fiduciaries seeking probate court clarification of decedent’s intent as expressed in wills and trusts
- Represents fiduciaries in testate and intestate matters
- Defends fiduciaries against claims of breach made by beneficiaries
- Advises beneficiaries seeking modification or termination of irrevocable trusts
- Represents beneficiaries in challenges to fiduciary accountings
- Represents petitioners in guardianship proceedings involving incapacitated adults and minor children
- Advice and representation in termination of parental rights and subsequent adoption proceedings
Publications
- "Economic Impact Payments for Individuals under the CARES Act Begin," Devine Millimet E-Alert, April 15, 2020
- "Additional Tax Filing Relief for Estates and Trusts," Devine Millimet E-Alert, April 10, 2020
- "Economic Impact Payments for Individuals under the CARES Act," Devine Millimet E-Alert, April 01, 2020
- "Trust and Estate Group Annual Report," Devine Millimet, January 2009-2015
- "Business Owners Need to Plan for Incapacity - Who Will Run Your Business if You Can't?" Small Business Team Newsletter, January 30, 2013
- "Just the (Recent) Facts: Guardianship Petition Must Include Recent Factual Allegations of Incompentency," Probate Litigation Newsletter, April 2012
- "Why You Should Talk to Your Clients About Giving It Away," Tax Newsletter, August 2011
- "Where There's a Will Contest, Watch Our For Shifting Burdens," October 2008
- "Agreement on Safeguards: Realistic Tools for Protecting Domestic Industry or Protectionist Measures?" 27 Suffolk Transnational Law Review 153, 2003
Speaking Engagements
- "Building Your Professional Advisors Allies," AFP-NNE 2019 Annual Academy and Conference, November 6-8, 2019
- "Your Client’s Business: Keep It or Sell It," Devine Millimet, May 13, 2016
- "2015 Tax Law Update," New Hampshire Tax and Accounting Professionals, January 29, 2016
- "Decanting in New Hampshire," New Hampshire Bar Association, October 7, 2015
- "Trust Planning and Drafting Techniques," Sterling Education Services, June 16, 2015
- "IRS Chapter 14: Applying the Special Valuation Rules in Estate Planning and Asset Protection," National Business Institute, November 12, 2014
- Devine Millimet Legal Series, "New Hampshire Surrogacy Law Update," New Hampshire Health Care Association, October 24, 2014
- "Business Succession Planning- Estate Planning Basics," Associated Builders and Contractors NH, June 25, 2015
- "The Complete Trust Course," Foxmoor Continuing Education, June 9, 2014
- "Long Term Care and Collections - Regulatory Issues - Discharge Planning," New Hampshire Health Care Association, March 14, 2014
- “Tax Law Updates” New Hampshire Society of Accountants, January 29, 2014
- “Long-Term Care and Collections Laws,” New Hampshire Health Care Association, November 8, 2013
- "Estate Planning," Hosted by The Friends of Kingston Library, October 9, 2013
- "Estate and Gift Planning and Taxation," New Hampshire Society of CPAs, September 5, 2013
- “Trust Planning and Drafting Techniques,” Sterling Education Services, Inc., June 21, 2013
- "Financial Exploitation of the Elderly: How to Spot It, How to Prevent It, and How to Remedy It," New Hampshire Society of Accountants, June 19, 2013
- “Nuts and Bolts of Estate Planning: Pitfalls for Accountants,” New Hampshire Society of CPAs, May 22, 2012 and May 30, 2013
- “Plan to Give More: Estate and Legacy Planning Dinner," Hosted by Bonfiglio, Kiley and Associates and Riversource Distributors, March 12, 2013
- “The Intersection of Family Law and Estate Planning,” New Hampshire Bar Association, March 13, 2013
- “Final Tax Law Changes – 2012,” New Hampshire Society of Accountants, January 30, 2013
- “Nuts and Bolts of Estate Planning,” New Hampshire Society of Accountants, June 14, 2012
- “Admissions to Collections: An Ounce of Preparation,” New Hampshire Association of Counties Annual Conference, October 24, 2011
- "Estate Planning with Special Needs Trusts," Huntington's Disease Society of America, New England Annual Meeting, November 2010
- "Connections to Advanced Planning," National Association of Insurance and Financial Advisors, October 6, 2009
- "Advanced Probate: Information, Ideas and Legal Updates," National Business Institute, November 2008
- "Trusts and Estate Planning 101," New Hampshire Womens Bar Association, October 2008
Community Involvement
- Manchester Community Music School, Board of Directors, 2016
- Heritage United Way, Division Committee, 2009
- Nashua Pastoral Care Center, Board of Directors, 2007 - 2010
- Nashua Adult Learning Center, Board of Directors, 2006 - 2012
- Nashua Symphony Association, Planned Giving Committee, 2006 - 2007
- Leadership Greater Nashua, 2005 - 2006
We Can Help You
Contact us today to learn more about how the attorneys at Devine Millimet can help you with your legal needs.