Leila Dal Pos primarily advises individuals, business owners and principals of private equity and hedge funds in the areas of wealth preservation, estate and tax planning, philanthropy and business succession planning. She is certified as an Accredited Estate Planner® (AEP®) by the National Association of Estate Planners & Councils. She serves as professional trustee of private trusts, and counsels individuals and financial institutions regarding probate and trust administration issues. Leila also assists tax-exempt organizations regarding formation, obtaining tax-exempt status, reporting and operational requirements.
Leila has experience in all aspects of complex estate planning, including:
Leila also regularly provides pro bono estate planning services to Massachusetts National Guard soldiers, airmen and survivors as part of an ongoing initiative with the National Guard.
Certified Accredited Estate Planner® (AEP®)