Lifetime Planning on Death’s Door, Roundtable Breakfast, Boston Estate Planning Council
Speaker, June 3, 2020
Overview
Insights
News
Education and Credentials
Recognition and Community
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
News
Education and Credentials
Education
Suffolk University Law School, J.D., cum laude, 2010
Boston College, B.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
No aspect of these advertisements has been approved by the highest court of any state. See Awards Methodology.
Chosen for inclusion in The Best Lawyers in America (Woodward/White, Inc.), Trusts and Estates Litigation, 2023-2025, Trusts and Estates, 2023-2025
Chosen for inclusion in list of Top Lawyers for Trusts and Estates by Boston Magazine (Metro Corp.), 2021-2022
Selected to the list of Massachusetts Women's Edition Super Lawyers Rising Stars (Thomson Reuters), Estate Planning and Probate, 2016-2020
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
