Overview
Michael O'Connor advises individuals and families on a broad range of estate planning and estate administration matters. He works with clients to achieve their estate planning goals, including assisting families with the transfer and preservation of wealth across generations. Michael prepares estate planning documents, including revocable trusts, wills, durable powers of attorney, healthcare proxies, and related trust instruments.
Michael also guides clients through probate and estate administration proceedings and prepares gift and estate tax returns. In addition, he has experience advising clients on tax and reporting matters, including international information reporting obligations and trust beneficiary withholding issues.
Education and Credentials
Education
- Boston University School of Law, J.D., 2024
- Boston University School of Law, LL.M., Taxation, 2024
- University of Miami, B.B.A., magna cum laude, 2021
Admissions
- Commonwealth of Massachusetts
- State of Florida