Boston, Massachusetts 02110
Barbara Wand advises individuals, families and businesses on sophisticated estate planning and the development and implementation of philanthropic goals. She counsels private foundations and public charities on governance, compliance and planned giving programs. Barbara assists clients with estate and trust administration and serves as executor and trustee. She is certified as an Accredited Estate Planner (AEP) by the National Association of Estate Planners & Councils.
Barbara, a fellow of the American College of Trust and Estate Counsel, has extensive experience in all aspects of estate planning, including:
Lifetime and charitable giving
Family business planning
International estate planning
Estate planning for entrepreneurs, hedge fund principals and executives
Integrating employee benefits into estate plans
Advising businesses on strategic philanthropy
Counseling private foundations and public charities on strategy, governance and compliance
She also has significant experience in trusteeship and the administration of trusts. This area of focus encompasses:
Barbara has been recognized as a leading lawyer in estate planning by Chambers USA every year from 2010 through 2015. In 2011, Chambers wrote that Barbara is "renowned for her ability to combine her complete grasp of professional knowledge with an understanding of what's most important to her clients in order to develop solutions perfectly tailored to them."
Recently, Barbara was named a Top Woman of Law by the Massachusetts Lawyers Weekly, for her accomplishments in the legal field as a pioneer, trailblazer and role model. She has been selected for inclusion in the trusts and estates law sections of Best Lawyers in America since 2003, and as a Massachusetts Super Lawyer for over 10 years. She was also chosen as one of the top 50 women lawyers in Massachusetts in the November 2006 issue of Boston magazine.
|Areas of Practice||1) Trusts & Estates, 2) Family Office Practice, 3) International Trusts and Estates and 4) Trust Services and Fiduciary Compliance|
|Law School||Indiana University School of Law/Bloomington (J.D.,1979)|
|Education||Brandeis University (B.A.,1972)|
|Bar Member / Association||Massachusetts State Bar Association, New York State Bar Association|
|Most recent firm||Day Pitney LLP|
A. Harrison Barnes is a well-known attorney throughout the United States. As a member of the Malibu community, Harrison is committed to serving the needs of Malibu residents and businesses in legal matters.
Christina Mesires Fournaris is a partner in Morgan Lewis’s Personal Law Practice. Since joining Morgan Lewis in 1991, Ms. Fournaris has been committed to counseling clients on all aspects of estate, tax, and generational wealth planning.