Megan L. Dean’s practice focuses on estate and tax planning for individuals and families ranging from young clients beginning to acquire wealth to high-net-worth clients seeking to preserve multigenerational wealth.
Megan enjoys working with clients to tailor comprehensive estate plans to best achieve their specific objectives regarding the disposition of their assets while minimizing estate, gift, and generation-skipping transfer taxes. These plans frequently include sophisticated strategies such as Irrevocable Gifting Trusts, Spousal Lifetime Access Trusts, and Grantor Retained Annuity Trusts.
In addition to estate and tax planning, Megan has significant experience advising personal representatives and trustees on all aspects of estate and trust administration. She routinely prepares and files federal and Massachusetts estate tax returns, as well as federal gift (and generation-skipping transfer) tax returns.
Professional and Community Involvement
- Member, Boston Bar Association
- Member, Boston Estate Planning Council