Jaclyn S. O'Leary

Counsel

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 laude

2010

Boston CollegeB.A.2004

Admissions

Commonwealth of Massachusetts

Affiliations

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

Boston Estate Planning Council, Sponsorship Committee, Spring 2015 to Present; Women's Initiative Committee, Spring 2014 to Spring 2015; Roundtable Committee, Spring 2012 to Spring 2014; Membership Committee, Spring 2010 to Spring 2012

Greater Boston Fiduciary American Inn of Court, Member

Recognition and Community

Recognition

Selected to the list of Massachusetts Super Lawyers Rising Stars (Thomson Reuters), Estate Planning and Probate, 2016-2017

No aspect of these advertisements have been approved by the Supreme Court of New Jersey. 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