Glenn is a seasoned trusts and estates attorney who guides high-net-worth individuals and families through the full spectrum of estate planning and administration, from straightforward wills to highly sophisticated, tax-sensitive plans.
With an advanced degree in tax law and the prestigious Accredited Estate Planner® (AEP®) designation, Glenn is known for helping clients navigate the complex intersections of tax, trust, and estate law with clarity and confidence.
Glenn works closely with clients to understand their goals—whether they’re seeking to minimize estate, gift, and generation-skipping transfer taxes or ensure that unique wishes for family, friends, or charitable organizations are carried out thoughtfully. He listens carefully and explains legal and tax concepts in plain language, easing concerns and empowering clients to make informed decisions about their legacies.
Designing a Thoughtful, Probate-Avoidant Estate Plan for a Client Without Close Heirs
Planned the estate of a 90-year-old client with no close family members, carefully structuring the plan to avoid the cost and delay of probate while fully addressing charitable and non-charitable goals. The strategy ensured the client’s legacy would be carried out according to his wishes with minimal administrative burden.
Transferring Significant Family Wealth with Minimal Tax Exposure
Collaborated with a colleague to develop and implement a comprehensive wealth transfer strategy that minimized transfer tax liability. The plan involved the use of grantor retained annuity trusts (GRATs), sales to an intentionally defective grantor trust (IDGT), and low-interest intra-family loans to efficiently move substantial wealth to the next generation.
Helping a Client Diversify a Concentrated Stock Position While Advancing Philanthropic Goals
Assisted a client with a highly concentrated equity position to diversify her holdings while minimizing capital gains taxes. The plan included the establishment of a charitable remainder trust (CRT), which provided tax benefits and fulfilled the client’s charitable giving objectives.
Education
- LLM, Boston University School of Law, Taxation, 1984
- JD, cum laude, Suffolk University Law School, 1982
- BA, cum laude, Connecticut College, 1979 Phi Beta Kappa
Bar Admissions
- Massachusetts
- US Tax Court
- US District Court for the District of Massachusetts
- US Court of Appeals for the First Circuit
Experience recognized
- Boston Magazine Top Lawyers, Trusts and Estates, 2021-2022
Experience in practice
- Northeastern University Paralegal Program, Probate Practice Instructor (1994-1999)
- Cape Cod Theatre Project, Inc., Volunteer General Counsel
- National Association of Estate Planners & Councils, AEP® Accredited Estate Planner
Passionate Reader with a Wide-Ranging Library
Whether it’s a fast-paced thriller, a sweeping historical novel, or an in-depth biography, Glenn is an avid reader who finds inspiration and relaxation through books of all kinds.
Hands-On Woodworking Enthusiast
As an amateur woodworker, Glenn enjoys building with his hands—appreciating the craftsmanship, patience, and problem-solving the hobby requires.
Cape Cod Regular
Glenn treasures time spent at the Cape, where he can unwind and enjoy the natural beauty and laid-back rhythm of coastal life.
Adventurous Traveler with a Love for Family Time
Glenn and his wife love exploring the world with their adult children, from e-biking through the countryside of Provence to strolling the streets of Paris and catching up with friends abroad.