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Annette K. Eaton



Annette Eaton is an associate in Nixon Peabody’s Private Clients group. Annette focuses her practice in the areas of estate planning, tax planning, business succession planning, estate and trust administration, and special needs planning.

What do you focus on?

I counsel clients on various estate planning matters, including the drafting of wills, revocable trusts, durable powers of attorney and health care proxies. I also assist clients with wealth transfer strategies through the use of various types of irrevocable trusts. Additionally, I advise clients serving as executors and fiduciaries on matters of estate and trust administration, and counsel clients on achieving their charitable goals through the use of private foundations, donor advised funds and charitable trust planning. Lastly, I work with clients with international assets and/or ties to international jurisdictions to assist them in organizing and managing their estates.

What do you see on the horizon?

In today’s technology driven age, we are moving increasingly more aspects of our lives to the digital world. Individuals now routinely own digital assets such as e-mail accounts, social media pages, blogs, online financial accounts and even online currencies. Estate planning should focus on incorporating provisions for the distribution and control of these digital assets and help individuals organize and plan for the succession of their digital estates.

Presentations

  • “Trusts & Estates Case Law Updates—Trusts and Estates Year in Review,” Boston Bar Association, Panelist, January 2017
  • “Public Policy Updates—Trusts and Estates Year in Review,” Boston Bar Association, Panelist, June 2016
  • “Estate Planning Strategies for Noncitizen Residents,” Lorman Education Services, Co-Presenter, June 2, 2016
  • “Latest Techniques for Middle Class Estates,” Massachusetts Continuing Legal Education, Chair and Panelist, March 2016
  • “Gift Tax Planning,” Boston Bar Association, Speaker, January 2016
  • “Common Law v. Community Property: Moving from a Community Property State to Massachusetts,” Trusts & Estates Consortium, Speaker, December 2015
  • “Tax Law Updates—Trusts and Estates Year in Review,” Boston Bar Association, Panelist, June 2015
  • “Estate Planning for the Entrepreneur,” Speaker, January 2015
  • “Overview and Initial Client Contact in an Estate Planning Matter,” Massachusetts Continuing Legal Education, Chair and Panelist, November 2014

Contact

Annette K. Eaton

Associate

Boston

Phone: 617-345-1363


Boston University School of Law, LL.M., Taxation

Boston College Law School, J.D.

University of California, Berkeley, B.A., Highest Honors

Massachusetts

For her work, Annette has been recognized in Massachusetts Lawyers Weekly as a Rising Star in Estate Planning & Probate (2013-2016). A Thomson Reuters publication, Super Lawyers evaluates lawyers based on a peer-review surveys and independent research.

Annette is a member of the Boston Bar Association, Massachusetts Bar Association, Boston Estate Planning Council—Member Involvement Committee, Trusts and Estates Consortium, and the Professional Advisors Network of the Boston Foundation.

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