Winifred I. Li

Senior Counsel

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  • JD, University of California, Berkeley School of Law (Boalt Hall), 1976
  • BA, magna cum laude, Yale University, 1972

Qualifications

  • New York, 2004
  • Massachusetts, 1977

Court Admissions

  • U.S. District Court for the District of Massachusetts, 1977
  • U.S. Court of Appeals for the First Circuit, 1977
  • American Bar Association
  • Boston Bar Association
  • Fellow, American College of Trust and Estate Counsel (ACTEC)
  • Member, Zoning Board of Appeals, Weston, Massachusetts (Associate Member, 1996-2005; Member, 2005-present; Chair, 2009-2011, 2015 - present)
  • 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)
  • The Best Lawyers in America (1999-2018)
  • Expert Guides’ Guide to the World’s Leading Women in Business Law (2014, 2016)
  • Massachusetts Super Lawyers (2004-2016)
  • Massachusetts Super Lawyers “Top 50 Women” (2006-2008)
  • J.K. Lasser’s Estate Planning for Baby Boomers and Retirees, top professional advisor

Winifred I. Li

Senior Counsel

Winifred Li joined Ropes & Gray as a partner in the private client group in 2003. She continues as a senior counsel at the firm, having retired as a partner at the end of 2015. For almost 40 years, Winifred focused her practice on estate planning, income taxation of trusts and estates, estate and gift taxation, and trust and estate administration. She continues to serve as trustee of numerous trusts, including court, inter vivos revocable, irrevocable, and charitable trusts, and works closely with investment, tax and other professionals to advise the donors and beneficiaries of those trusts. Winifred is a Fellow of the American College of Trust and Estate Counsel.

Experience

Winifred’s practice included 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 encompassed individuals who own a variety of assets in many jurisdictions and she specialized in handling the intricacies of these types of complicated matters. In addition to having worked with high-net worth individuals, generations of families, executives and business owners, Winifred also advised other individual and institutional trustees. Winifred worked closely with her diverse clients to provide them with timely advice respecting wealth transfer and tax alternatives in the context of their objectives.

In addition to being recognized for her diverse experience, Winifred also wrote and lectured 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 first appeared in MCLE: Drafting Irrevocable Trusts in Massachusetts (2005).