Insights

Nan Giner from Choate Named "Trust & Estates Trailblazer" for 2016 by The National Law Journal

Nan Giner, co-chair of the Wealth Management Group at Choate has been named a 2016 “Trusts & Estates Trailblazer” by The National Law Journal.  According to the NLJ, trailblazers “continue to make their mark in various aspects of legal work” and have “shown a deep passion and perseverance in pursuit of their mission, having achieved remarkable successes along the way.”

Giner has 30 years of experience delivering comprehensive counsel targeted to clients’ personal planning objectives, with an emphasis on sophisticated wealth transfer strategies.  Her clients include company founders and other entrepreneurs, as well as domestic and international families.  She also serves as a professional trustee for her many clients’ trusts. As co-chair of Choate’s Wealth Management Group, Giner helps oversee a team of over 70 wealth management professionals. 

In Giner’s NLJ profile, she is recognized for her trailblazing estate planning work helping clients with “leveraging taxes, but also building a flexible plan for the long-term benefit of a family that can include charitable components and an exit strategy.”  In her pioneering role as a trustee, Giner explains that, “It’s not just distributions, but educating the family about what it means.  It’s easy enough to put a trust document together; the hard part is the trust issues.  You need a flexible vehicle to do all that.”

Outside of the office, Giner is a fellow of the American College of Trust and Estate Counsel and a member of the Estate Planning Curriculum Advisory Committee for Massachusetts Continuing Legal Education.  She serves as a trustee of the Social Law Library in Boston, as chair of the Planned Giving Committee at the University of Massachusetts Amherst Foundation, and as a Board member of the New Sector Alliance.  She received her JD from Stanford Law School in 1985 and her BA, cum laude, Phi Beta Kappa, from the University of Massachusetts Amherst in 1982.