William Caldwell

10 Liberty Sq. 5th Floor
Boston, MA 02109, United States

Practice/Organization Description

Summary

I am an experienced attorney with extensive knowledge of estate planning, estate administration, estate litigation, probate court matters, and tax planning. My expertise is in federal and state estate taxes, federal gift and generation-skipping transfer taxes, and the design and implementation of estate plans of all levels of sophistication, from basic to high-net-worth, with the emphasis on the legal needs of working couples with growing families. I have supervised the administration of estates of all sizes, including multi-million-dollar estates, through the entire probate court process, and prepared and filed federal and state estate tax returns when required. When litigation becomes necessary, whether the matter be straightforward or complex, I zealously advocate on behalf of my clients.

Bar Admissions

Admitted to the Massachusetts Bar on June 12, 1986. Also admitted to practice before the United States District Court for the District of Massachusetts (August, 1986) and the United States Court of Appeals for the First Circuit (September, 1986).

Education

Suffolk University Law School

J.D., June, 1985

University of Massachusetts Boston B.A., History, 1976

Activities and Societies: Graduated Summa cum Laude with Honors in History, received 1976 Phi Beta Kappa award.

Professional Associations & Memberships

American, Massachusetts, and Boston Bar Associations; Massachusetts Continuing Legal Education, Inc. (editor and lecturer); UMass/Boston Alumni Association; Suffolk University Law School Alumni Association; Boston Trusts and Estate Consortium; Massachusetts Financial Planning Professionals.

Honors and Awards

University of Massachusetts Boston - B.A., History 1976.

Graduated Summa cum Laude, with Honors in History, received 1976 Phi Beta Kappa award.

Areas of Practice
  • Family Law
  • Litigation
  • Privacy
  • Taxation
  • Wills, Trusts, & Estate Planning
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