Heidi Seely assists individuals and families in all aspects of estate planning, estate administration and trust administration. She has years of experience counseling clients on estate planning, estate administration and trust administration. Heidi is skilled in planning for and implementing sophisticated, yet understandable, strategies to transfer wealth between generations while minimizing taxes.
Heidi also serves as counsel in probate litigation matters, applying her experience in trusts and estates law to matters before the Probate and Family Court.
Co-author, "The Boston Trustee: The Laws, Lives, and Legacy of a Vital Institution", December 5, 2015
Author, "Trust for Minors", Drafting Irrevocable Trusts in Massachusetts, Massachusetts Continuing Legal Education, 2013
Author, "Proposed Legislation Regarding Remote Notarization During COVID-19," Wealth Management, April 17, 2020
Speaker, “Trusts & Estates End of Year Review 2020” Boston Bar Association, June 8, 2020
Quoted, “COVID-19 Pandemic Has Elder Law Bar on Speed-Dial”, Massachusetts Lawyers Weekly, April 15, 2020