Mary-Kathleen O'Connell

Mary-Kathleen O'Connell

Partner Chair, Trusts + Estate Planning
Mary-Kathleen O'Connell

Mary-Kathleen O’Connell, a partner in and chair of the firm’s Trusts + Estate Planning Practice and a member of its Investment Committee, joined Goodwin in 1981. Ms. O’Connell’s estate planning, tax and fiduciary practice encompasses all aspects of estate, gift, generation-skipping and income tax planning, as well as trust management.

Experience

Erfahrung

工作经历

Ms. O’Connell works closely with clients to coordinate lifetime gift programs with estate plans to be implemented at death in order to reduce transfer taxes. She also counsels private companies and their owners on succession and generational ownership transfer issues, and professional fiduciaries and charitable organizations on fiduciary and tax matters.

Ms. O’Connell serves as a trustee of numerous charitable foundations and family trusts. As a trustee of family trusts, she often works closely with several generations of family members to ensure that clients’ tax and personal goals are met. In her capacity as trustee of several active private foundations, Ms. O’Connell provides tax and legal advice and has worked to structure guidelines for grant making and project review.

Professional Activities

Ms. O’Connell is a member of the Boston, Massachusetts and American Bar Associations and the Women’s Bar Association. She is also a member of the Boston Estate Planning Council and is on the steering committee of ISOS, an organization of senior women serving corporations as outside and in-house counsel. Ms. O’Connell recently served on a joint committee of the Boston Bar Association and the Women’s Bar Association on Part Time Lawyering. In addition, Ms. O’Connell is a member of the board of directors of several nonprofit institutions.

Recognition

Ms. O’Connell is listed in Best Lawyers.

Credentials

Anmeldeinformationen

专业资格

Education

J.D., 1981
New York University School of Law
B.A., 1977
Yale University

(cum laude)

Admissions

Bar

Massachusetts
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