Michele M. Carrier

Trust Advisor

t 617-248-5226   f 617-248-4000

Michele Carrier brings over 26 years of experience in trust and high net worth wealth management to the firm.  Prior to joining Choate, she was a senior trust administrator at WilmerHale where she was responsible for trust and foundation accounts, including revocable, irrevocable, GRATS, QPRTs and CRUTs.  Ms. Carrier has also been responsible for coordinating fiduciary and personal income tax filings, monitoring asset allocation and investment objectives and creating income projection flow charts.

Ms. Carrier has a thorough understanding of probate, fiduciary, income and estate planning issues and laws, and works closely with clients to interpret trust provisions.  She collaborates with trustees, investment and tax personnel and estate professionals to implement complex estate and gifting plans, including charitable and personal gifting programs, to establish funding trusts and to accomplish other client goals.

Ms. Carrier received her BS, cum laude, in Administration/Finance from Salem State College and regularly attends programs and seminars on trust related topics.  She is also a graduate of the American Bankers Association National Graduate Trust School.

 

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