Heidi Seely assists families and individuals in all aspects of the broader trusts & estates practice, with a focus on the personal and family relationships at the core of each plan. Heidi has extensive experience in planning for and implementing sophisticated yet understandable strategies to transfer wealth between generations while minimizing tax obligations. She also skillfully supports individuals and fiduciaries in navigating complex estate settlements, including all related asset marshaling, tax return preparation, and management of distributions. In addition, she provides a personal touch in advising on trust matters and regularly serves as a professional trustee of private trusts.
Heidi frequently speaks on all matters relating to her practice and is co-author of The Boston Trustee: The Lives, Laws and Legacy of a Vital Institution. She has been an active member of the Boston Bar Association for more than 10 years and was honored to serve as co-chair of its Trusts & Estates Section.