Caroline Spillane Sacks
Caroline Spillane Sacks is an associate in the private client group.
Caroline’s practice consists of representing high net worth individuals and multi-generational families in complex wealth transfer planning matters. As an associate in the private client group, Caroline assists clients with the preparation of comprehensive estate plans, including drafting core revocable estate planning documents and sophisticated gifting documents, such as GRATs, QPRTs and GST Gifting Trusts. Caroline also helps clients achieve their philanthropic goals by developing and implementing customized charitable planning strategies.
- Presenter, “Disclaimers and Certain Life Estates,” Estate, Gift & Generation-Skipping Transfer Tax: MCLE BasicsPlus (November 2017)
- Speaker, “How Parents Can Divorce-Proof Their Children’s Inheritance,” Boston Bar Association (September 2017)