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.