Kim will work with clients and beneficiaries, their fiduciaries, and financial advisors to coordinate and facilitate asset transfers, distributions, review tax documents, prepare reporting and other trust related services.

The CLE will take place on May 5, 2022.

Eric will be responsible for overseeing the operational, financial, and client service functions of the firm’s Trust Services Group.

This NH Tech Alliance webinar will take place on April 14, 2022 at 12:00 p.m. ET.

The webinar for the National Association of Independent Schools will take place on April 5, 2022 at 1:00 p.m. ET.

The presentation is part of an upcoming webinar for the New Hampshire Automobile Dealers Association.

The panel discussion will take place on March 30, 2022 from 9:00 a.m. to 4:00 p.m. ET.

Go To Lawyers is a feature Mass Lawyers Weekly produces to showcase leaders in the Massachusetts legal community by practice area.  The attorneys featured were all nominated by their colleagues and chosen by a panel from Lawyers Weekly.

Whitney is a Director in the firm’s Trusts & Estates Department.