Sheila’s experience includes drafting sophisticated estate plans to meet her clients’ specific needs, including Revocable Living Trusts, Irrevocable Life Insurance Trusts, Grantor Retained Annuity Trusts, Spousal Lifetime Access Trusts, Gifting Trusts, Charitable Remainder and Annuity Trusts, Shared Use Agreements for family-owned multi-generational real estate, and Special Needs Trust for clients or their family members with disabilities. Together with her experienced corporate and family law colleagues, Sheila 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 serves as a Trustee in administering Trusts and managing discretionary distributions to beneficiaries. She assists her clients in resolving problems encountered as fiduciaries or beneficiaries of Trusts or Estates and relies on her probate litigation colleagues when resolution is not possible. Sheila is committed to offering personal and compassionate high-quality and efficient counsel to her clients.
In the community, Sheila serves on the Concord Museum Board of Trustees and as member of the MBA Probate Law Council.
To better serve her clients, Sheila maintains a healthy work/life balance. She is committed to spending time with family and friends and enjoys skiing, music, reading, and just about anything outdoors.