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With nearly a decade of experience, Dana Lewis joined Rubin and Rudman’s Trust and Estate Department in April 2009. Of her practice she says, “I take genuine pleasure in counseling clients. As an attorney I’m part lawyer, part social worker, part friend, and part confidante. Over the course of my long relationship with clients, I see the ebb and flow of family dynamics. I’m privileged to help families make their dreams and aspirations come true both for themselves and for their children.”
After earning her B.S. in Biology at Trinity College, where she won the Yitzhak Rabin Award in Modern Hebrew, Lewis graduated from Syracuse University School of Law where she was a member of the Syracuse Law Review and editor-in-Chief of The Labor Lawyer. Lewis then went on to earn her LL.M. in Taxation from Boston University School of Law.
Today, Lewis focuses her practice on the preparation of highly-sophisticated estate plans, including life insurance planning, charitable gift programs, and other documents relating to the elimination or minimization of transfer taxes. She also has experience in estate and trust administration. Lewis is married and lives in Metrowest Boston with her husband and two small children.
Services
Estate Planning
- Draft wills, generation skipping revocable trusts, irrevocable insurance trusts, grantor retained annuity trusts, qualified personal residence trusts, intentionally defective grantor trusts, charitable remainder trusts, charitable lead trusts, durable powers of attorney, health care proxies, and HIPAA releases.
- Prepare gift tax returns.
- Counsel clients in making lifetime gifts of discounted assets through Delaware series limited liability companies.
- Restructure by-laws of closely held businesses to transfer control to future family generations.
- Advise beneficiaries on withdrawal options of inherited retirement plans for the most effective deferral of income taxes.
Estate Administration
- Assist clients with probate and estate administration, including the preparation of state and federal estate tax returns.
- Reduce combined state and federal estate taxes using qualified disclaimers.
Trust Administration
- Serve as trustee of clients’ revocable and irrevocable insurance trusts.
- Review fiduciary income tax returns.
Practice Areas
Trust, Estates & Probate
Education
Boston University, LL.M. in Taxation, Boston, MA
Syracuse University of College of Law, J.D., Syracuse, NY
Trinity College, B.S. Hartford, CT
Bar Admissions
Massachusetts
Professional and Community Involvements
- Boston Bar Association – former co-chair, Estate Planning Fundamentals Committee
- Boston Estate Planning Council
- Massachusetts Bar Association
- Women’s Bar Association
- “Carrying Out Your Wishes: Probate, Trusts, Wills and More,” presenter, Boston Symphony Orchestra, April 29, 2008
- Combined Jewish Philanthropies, committee member of Young Lawyers Group (2003-2006), and Jaffa Society (2004-2006)
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