Marti Karasek

Senior Estate Advisor

Marti Karasek brings over 30 years of estate and trust administration experience to her work with estate professionals and trustees. She is responsible for all aspects of estate administration, including the preparation of estate tax returns, identifying, valuing and collecting probate and non-probate assets, and funding trusts pursuant to the decedent’s estate plan. Marti also has extensive experience preparing complex federal estate and gift tax returns, state estate tax returns, assisting in federal and Massachusetts estate tax audits, funding downstream trusts, preparing probate inventories and accountings, and fiduciary income tax returns.

Education & Credentials

Wheelock College
MS, 1982
Connecticut College
BA, 1978