Geoffrey M. Mason

Partner

Geoffrey Mason advises high net worth clients on estate planning and trust administration. He works with private equity and venture capital principals, corporate executives, and entrepreneurs to develop and implement estate and gift plans that meet their personal and financial goals in a tax-efficient manner. Geoff also serves as trustee of many family trusts, and advises trustees and beneficiaries in connection with investment, tax, and fiduciary matters.

Recognition

  • The Best Lawyers in America (2023)
  • Boston Magazine “Top Lawyers” (2021)
  • Chambers High Net Worth (2021-2023)

Publications and Presentations

  • “Marital Estate Planning After Tax Reform,” co-presenter, Massachusetts Continuing Legal Education, Inc., July 2019 and July 2018.
  • “2017 Tax Reform/Charitable Planning Update,” co-presenter, State Street Global Advisors Charitable Asset Management 2018 Gift Planning Conference, April 10, 2018.

Education & Credentials

New York University School of Law
JD, 2005, cum laude
Robert McKay Scholar
Colby College
BA, 2000, with honors

Admissions

Massachusetts

Geoffrey's Insights

Publications 12.14.2023

Corporate Transparency Act:
LLCs and Other Entities Required to Report Ownership and Control Information to the Federal Government, Deadlines Vary

The new federal disclosure requirements under the Corporate Transparency Act (“CTA”) will come into effect on January 1, 2024, although only certain entities (those formed in 2024) will need to report next year.  For entities formed before 2024, the deadline for reporting will be later, on January 1, 2025.

Publications 11.13.2023

IRS Releases Annual Inflation Adjustments for Tax Year 2024

The Internal Revenue Service recently released annual inflation adjustments for 2024. They include increased gift, estate, and generation-skipping transfer (“GST”) tax exemptions and annual gift tax exclusions, increased retirement account limits, and new income tax brackets.

Publications 10.10.2023

Massachusetts Tax Relief Bill Signed Into Law

On October 4, 2023, Governor Maura Healey signed into law “An Act to improve the Commonwealth’s competitiveness, affordability, and equity.”  The Act makes key tax changes to the Massachusetts estate tax and short-term capital gains, and closes the "millionaires tax" loophole for married couples, in addition to other provisions.

Announcements 07.20.2023

Choate Private Wealth Practice Recognized in Chambers High Net Worth 2023

Choate is ranked as a Band 1 Massachusetts Private Wealth Law practice in the 2023 edition of Chambers High Net Worth (HNW), along with nine partners receiving local and national rankings.

Announcements 06.05.2023

Choate Welcomes Eighteen Attorneys and Business Professionals to Wealth Management Group

Today, Choate welcomes a comprehensive team of eighteen attorneys and business professionals to our Wealth Management Group. The team is led by partners Marc J. Bloostein, Cameron Casey, Kimberly E. Cohen, Jennifer S. Ewing and Geoffrey M. Mason.