Renat V. Lumpau

• Chambers High Net Worth (2021-2024)
• Massachusetts Super Lawyers
• Fellow of The American College of Trust and Estate Counsel

• Designed creative solutions for modifying the terms of existing trusts, including trust decanting, out-of-court settlement agreements and court reformations.

• Implemented gifts of carried interests in private equity funds at highly favorable valuations.

• Established family office investment structure for ultra-high net worth client designed to pool assets of multiple entities.

• Helped foreign national with U.S. family members to restructure several existing foreign trusts and implement new tax-efficient U.S. estate planning vehicles.

• Worked with members of large multi-generational family to build and transfer wealth using private family investment funds.

• Regularly implement GRATs, QPRTs, sales to grantor trusts, split purchase trusts and other tax-favored techniques.

• Obtained IRS ruling allowing a client to make substantial donation to private foundation using unique asset.
• Established “friend-of” organizations supporting charities in Asia and the Americas.
• Represented affiliate of Community Rowing, Inc., the nation’s premier non-profit rowing club, in obtaining tax exemption.

Mr. Lumpau has presented at many wealth management and tax conferences in the United States and internationally.

• "Tax Reporting Tips and Traps," presenter, MCLE's Annual Estate Planning Conference, April 2024
• “Estate Planning in a High Interest Rate and Volatile Market Environment,” panelist, 24th Annual Estate Planning Conference 2023, April 28, 2023
• “Understanding and Using Trusts,” speaker, MCLE New England, February 2022
• “Trusts and Continental law: is this marriage possible?,” speaker, International Association of Young Lawyers, Geneva, November 2019
• “Trusts & Taxes – Overview of Key Federal and State Tax Issues Affecting Trusts,” moderator and speaker, Boston Bar Association, June 2019
• “Limitations on Lobbying and Political Activities,” chapter co-author, Massachusetts Nonprofit Organizations, MCLE New England, June 2013, September 2018 and 2020
• "Ethical Issues in Trusts & Estates Practice," moderator, Boston Bar Association, June 2018
• “Changing Trust Situs—When Does it Make Sense?,” panelist, New England Estate Planning Conference, March 2018
• “Practical Approaches to Cross-Border Inheritance,” panelist, IBA Private Client Conference, London, March 2018
• “Common-Law Decanting of Trusts: Lessons From Massachusetts,” co-author, Estate Planning Journal
• “The Uniform Trust Decanting Act,” co-author, Trusts & Estates
• “Elkins: A Double-Edged Sword?,” co-author, Trusts & Estates
• “Basic Estate Planning Documents: Revocable Trusts,” speaker, Boston Bar Association Practice Fundamentals series
• “How Will You Unbundle Your Fiduciary Fees? Examining the Final Regulations on the 2% Miscellaneous Itemized Deductions Floor,” co-presenter, Trusts & Estates online webinar
• “Deductibility of Trust and Estate Expenses,” co-author, Trusts & Estates Magazine
• “Decanting Without a Statute: The Lessons of Kraft,” co-author, Trusts & Estates Magazine
• “Wildly Successful GRATs,” co-author, Financial Advisor Magazine

• Board member of CampLauncher, Inc., a nonprofit working with children with high-cognitive autism spectrum diagnoses (ASD)
• Board and Finance committee member of the Cambridge Friends School, a Quaker pre-K to 8 school located in Cambridge, Massachusetts
• Former reporter of a Subcommittee to Review the Uniform Trust Decanting Act for Enactment in Massachusetts
• Former co-chair of the CLE committee, Trusts & Estates Section of the Boston Bar Association
• Renat has testified before the Massachusetts Joint Committee on the Judiciary in support of the Uniform Trust Decanting Act on behalf of the Boston Bar Association