Andree Saulnier is a senior member of Choate's Wealth Management Group who, in addition to providing estate planning and other advice to clients, oversees the Group’s estate administration practice.
Wealth Management: extensive experience in drafting and administrating estate and trust plans; knowledge of current estate tax laws, including estate tax minimization, planned giving, business succession and use of family limited partnerships; and estate planning for pension benefits and families with disabled children.
- Advising high net worth individuals on formulation of estate plans that provide substantial tax savings to future generations of client’s family and that effectively implement client’s philanthropic goals, including creation of GRATs, family limited partnerships, charitable remainder trusts and charitable foundations.
- Representation of US citizens and resident aliens with international estate planning concerns and settlement of estates with property in foreign countries including Canada, Israel, Ireland, France, England, Venezuela, Mexico and Brazil.
- Advising families and corporate fiduciaries in administration of large and complex estates that include family business interests, closely-held stock, limited partnerships and LLC interests, valuable estate holdings and art.
- Successful settlement of complex estate tax audits resulting in significant tax savings for family, including in some cases tax savings in excess of $1 million.
- Advising parents of special needs children in formulation of their estate plans, and bringing to that process the unique perspective of a parent of two special needs children who also has extensive knowledge of relevant government benefits and tax laws applicable to this area of law.
- Service as trustee of revocable and irrevocable trusts and coordination of trustee services with the firm’s Tax and Trust Departments to provide integrated tax, legal and investment advice.
- Service as court appointed guardian ad litem for disabled minor child in case involving multimillion dollar trust.
- Representation of individuals and fiduciaries in broad range of matters before probate court, including appointment of conservators and guardians for disabled or elderly family members, allowance of trustees’ probate accounts, reformation of trusts, petitions for instruction from court on trustees’ fiduciary obligations and petitions to establish and carry-out plans for disabled individuals.
Publications and Presentations
- "Fiduciary Income Taxation," Boston Bar Association New Estate Planner’s Division, 2010.
- "Estate Planning in Light of Family Dynamics and Recent Fiduciary Litigation," Boston Bar Association Estate Planning Division, 2009.
- "Administration of Estates in Massachusetts," panelist, MCLE, 2008 and 2009.
- Various presentations to parent groups and non-profit organizations on special needs planning.
Professional and Community Involvement
Ms. Saulnier is a member of the Trusts and Estates Section of the Boston Bar Association.
Ms. Saulnier is active in the community, having served as a member of the Leadership Council and Board of Visitors and as a parent spokesperson for the Franciscan Hospital for Children. She is also a member of the Newton-Wellesley Neighborhood Council and the Finance Board for Episcopal City Mission.
Ms. Saulnier has served as a volunteer for the IRS’ Voluntary Income Tax Assistance Program and the joint BBA and US military program advising military personnel on estate planning concerns prior to deployment.
Education & Credentials
- Boston College Law School
- JD, 1992, cum laude
- Wesleyan University
- BA, 1987
Our Wealth Management Group describes a new Massachusetts law that allows Massachusetts-based clients to sign and notarize their estate planning documents remotely during the pandemic and highlights three common planning techniques that are especially effective in the current market environment.
Several provisions of the new COVID-19 relief legislation signed on Friday, known as the CARES Act, will be useful for high net worth clients. Choate’s Wealth Management Group describes two of the most relevant CARES Act provisions, as well as three pre-existing planning techniques that are even more attractive in the current environment.
U.S. Treasury Secretary Steve Mnuchin announced this week that the federal government will allow taxpayers to defer income tax filings and payments for up to 90 days in order to help mitigate the economic challenges caused by the coronavirus outbreak. Our Wealth Management Group attorneys provide important guidance on what this may mean for your filings.