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Susan M. Kealy

Special Counsel

[email protected]

+1.617.348.1687

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Susan has extensive experience in the areas of estate planning, estate administration, trust administration, and the related areas of estate, gift, generation-skipping transfer, and income tax planning.

Her work involves counseling individuals and their families in developing and implementing tax-efficient wealth transfer strategies. In addition, Susan has substantial experience in all aspects of estate settlement and trust administration, including the preparation of estate and gift tax returns and fiduciary income tax returns.

Before joining Mintz, Susan was associated with another prominent Boston law firm, where she concentrated on all areas of estate planning and estate and trust administration.

Education

  • Temple University (JD)
  • University of Scranton (BA, English)

Involvement

  • Member, Massachusetts Bar Association
  • Member, Boston Bar Association
  • Member, Boston Estate Planning Council

Viewpoints

The Tax Cuts and Jobs Act (the “Act”), signed into law on December 22, 2017, significantly increased the exemption amounts for the federal estate, gift, and generation-skipping transfer taxes. These increases may present planning opportunities for individuals and families.