Jaclyn S. O'Leary

Partner

F: (617) 849 7508

Overview Experience Insights News Education and Credentials Recognition and Community Outside Interests

Overview

Jaclyn O'Leary's practice focuses in the areas of estate planning and estate and trust administration. She works with clients to implement comprehensive estate plans, and guides clients through estate administration, addressing any complex estate, trust, probate and tax matters that may arise in the process.

In addition, Jaclyn works with multi-generational families in administering family trusts and facilitating related transactions. Jaclyn also has experience advising clients as to the disclosure of previously unreported foreign financial accounts and entities to the U.S. government, as well as ensuring future compliance with U.S. tax laws in relation to such accounts and entities.

Insights

                             
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News

                            
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Education and Credentials

Education

Suffolk University Law SchoolJ.D.cum laude2010

Boston CollegeB.A.2004

Admissions

Commonwealth of Massachusetts

Affiliations

Boston Bar Association, CLE Committee Co-Chair, 2015-2017; New Developments Committee Co-Chair, 2013-2015; New Developments Committee Member, 2011 to 2013

Boston Estate Planning Council, Governance Committee 2020-2021; Sponsorship Committee, 2015-2017; Women's Initiative Committee, 2014-2015; Roundtable Committee, 2012-2014; Membership Committee, 2010-2012

Greater Boston Fiduciary American Inn of Court

The Boston Foundation, Professional Advisors Network, 2018-Present

Recognition and Community

Recognition

Chosen for inclusion in list of Top Lawyers for Trusts and Estates by Boston Magazine (Metro Corp.), 2021

Selected to the list of Massachusetts Women's Edition Super Lawyers Rising Stars (Thomson Reuters), Estate Planning and Probate, 2016-2020

No aspect of these advertisements has been approved by the highest court of any state. See Awards Methodology.

Community

Victim Rights Law Center, Boston, MA, volunteer advocating for the rights of victims of rape and sexual violence

Boston Bar Foundation, "Passport to Pairings" Steering Committee Member, volunteer to raise funds and awareness for the public service projects of the Boston Bar Association

Boston Marathon, Dana Farber Marathon Challenge, Team Member, 2017