Developing innovative pricing structures and alternative fee agreement models that deliver additional value for our clients.
Advancing professional knowledge and offering credits for attorneys, staff and other professionals.
Helping clients respond correctly when a crisis occurs.
Providing our clients with legal, strategic, and practical advice to make transformational changes in their organizations.
Leveraging law and technology to deliver sound solutions.
Delivering seamless service through partnerships across the globe.
Leveraging leading-edge technology to guide change and create seamless, collaborative experiences for clients and attorneys.
Industry-leading conferences focused on affordable housing, tax credits, and more.
Providing actionable information to support strategic decision-making.
Teaming with clients to advance sustainable projects, mitigate the effects of climate change, and protect our planet.
Offering a range of investment management and fiduciary services.
Bringing together companies and investors for tomorrow’s new deals.
Offering fresh insights on cases that are delayed, over budget, or off-target from the desired resolution.
Courtroom-ready lawyers who can resolve disputes early on clients’ terms or prevail at trial before a judge or jury.
Creating positive impact in our communities through increasing equity, access, and opportunity.
Samantha is a department attorney in Nixon Peabody’s Private Clients group. She focuses her practice in the areas of estate and trust administration and estate planning.
I assist fiduciaries with estate and trust administration processes. I guide personal representatives through the probate process, advise trustees on the management and distribution of trust assets, and recommend best practices to help avoid costly litigation. I work with clients to collect assets and gather the necessary information to prepare fiduciary accounts, and estate and gift tax returns. I also work with clients to develop estate plans tailored to the planning and wealth transfer goals of individuals and families. This planning includes the drafting of wills, durable powers of attorney, health care proxies, revocable trusts, and irrevocable life insurance trusts. Each estate plan is implemented with a view toward passing assets according to clients’ unique wishes, eliminating or reducing estate taxes, and avoiding probate.
I see changes in federal tax law providing more opportunities to develop creative strategies for transferring wealth. Also, as the regulatory framework for estate and gift taxation evolves in the wake of legislation proposed by the Biden administration, the need for specialized tax and financial expertise will continue to grow.
Tufts University, B.A.
Washington and Lee University School of Law, J.D.
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