Winifred Li, a partner in the Private Client Group, joined Ropes & Gray as a partner in 2003. She has been practicing for over 30 years and focuses on estate planning, income taxation of trusts and estates, estate and gift taxation, and trust and estate administration. She is a member of the firm’s Trust Conference which is responsible for the investment management of in-house trust accounts. Winifred is also a Fellow of the American College of Trust and Estate Counsel.
Professional Experience
Winifred has many years of experience as a trustee of numerous trusts, including court, inter vivos revocable, irrevocable, and charitable trusts. As trustee she has worked extensively on the investment, tax and legal aspects of trusts as well as with the varied interests of trust beneficiaries. In addition to working with clients who include high-net worth individuals, generations of families, executives and business owners, her practice also includes advising other individual and institutional trustees. Winifred also has substantial experience planning for the complex issues involved in the disposition of family businesses, partnerships, S, C, and charitable corporations, limited liability companies, and family owned real estate. Her estate planning clientele encompasses individuals who own a variety of assets in many jurisdictions and she is especially adept at handling the intricacies of these types of complicated matters. Winifred works closely with her diverse clients to provide them with timely advice respecting wealth transfer and tax alternatives in the context of their family objectives.
In addition to being recognized for her diverse experience, Winifred is also a frequent speaker and writer on estate planning topics. Representative publications of her contributions include sections of the Massachusetts Continuing Legal Education’s (MCLE) Preparing Estate Tax Returns: “Schedule J of Form 706-Funeral Expenses and Expenses Incurred in Administering Property Subject to Claims;” “Schedule K of Form 706-Debts of the Decedent, Mortgages, and Liens;” and “Schedule L of Form 706-Net Losses During Administration.” She is also the co-author of the first section of MCLE: What Estate Planners Need to Know About HIPAA and co-author of “Generation-Skipping Transfer Tax Problems” which appears in MCLE: Drafting Irrevocable Trusts in Massachusetts (2005).
Honors & Awards
The Best Lawyers in America (2000-2012) Massachusetts Super Lawyers (2004-2011) Massachusetts Super Lawyers "Top 50 Women" (2006-2008) J.K. Lasser’s Estate Planning for Baby Boomers and Retirees, top professional advisor
Professional & Civic Activities
- Member, Zoning Board of Appeals, Weston, Massachusetts (Associate Member, 1996-2005; Member, 2005-present; Chair, 2009-2011)
- Member, Standing Committee, The First Parish Church in Weston (Massachusetts) (1996-2008); Clerk (1997-2004); Chair (2004-2008)
- Governor, Handel & Haydn Society (1998-present); Secretary (2001-present)
- Director, Boston Partners in Education, Inc. (1995-1999)
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Education
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JD, University of California, Berkeley School of Law (Boalt Hall), 1976
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BA, magna cum laude, Yale University, 1972
Bar Admissions
- New York, 2004
- Massachusetts, 1977
Courts
- U.S. District Court for the District of Massachusetts, 1977
- U.S. Court of Appeals for the First Circuit, 1977
Memberships & Affiliations
- American Bar Association
- Boston Bar Association
- Fellow, American College of Trust and Estate Counsel (ACTEC)
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