Sheila’s experience includes drafting sophisticated estate plans to meet her clients’ specific needs, including Revocable Living Trusts, Irrevocable Life Insurance Trusts, Shared Use Agreements for family owned multi-generational real estate, and Special Needs Trust for clients or their family members with disabilities. She represents owners of closely held businesses in asset protection and business succession planning, clients who wish to develop tax wise gift-giving strategies, unmarried couples in developing shared ownership agreements, couples who desire either pre or postnuptial agreements, and clients seeking to secure their future faced with retirement and asset protection issues coupled with the increasing exposure to increased health care costs and living expenses as they age. In addition to estate planning services, Sheila advises clients on all aspects of estate and trust administration, including the probate process and all estate and income tax requirements and filings, with a focus on preserving assets and family relationships while minimizing taxes.
Sheila frequently works with her clients to resolve problems encountered by fiduciaries or beneficiaries of trusts or estates. She is committed to offering personal and compassionate high-quality counsel to her clients.
In the community, Sheila serves on the Concord Museum Board of Trustees and a member of the MBA Probate Law Council.