Catherine O. Neijstrom
During her nearly two decades of practicing law, Catherine has concentrated her practice exclusively on estate planning and estate and trust administration. She enjoys working with estate planning clients at all stages of life: young families naming a guardian for the first time, empty nesters placing their adult children in charge of their plan, surviving spouses updating documents after losing a loved one and clients at every phase before, after and between. Catherine is committed to developing plans that both meet a family’s personal needs and strategically address estate, gift, income and generation-skipping tax considerations.
Catherine also has in-depth experience in estate and trust administration. She is a trusted advisor to Personal Representatives (formerly known as “Executors”) navigating probate court, tax and other requirements following a loved one’s death. Catherine also counsels beneficiaries and trustees on their rights and duties in the administration of trusts.
Catherine is actively involved in a number of professional organizations, keeping apprised of developments in her field and ensuring the best legal service to her clients.
- “Marital Deduction Planning” (Lecturer), MCLE 2015
- “I Do, Act II: Estate Planning for Second Marriages” (Panelist), MCLE 2015
- “Introductions to QPRTs” (Co-Presenter), Trust & Estates Consortium, July 2009
- “Using Retirement Benefits in an Estate Plan,” Trust & Estates Consortium, March 2008
- Note, “Capping AIDS Benefits: Does Title III of ADA Regulate the Content of Insurance Policies?” 28 American Journal of Law & Medicine 107 (2002)
- Member, Foundation for Metrowest Professional Advisor Leadership Council (2019-present)
- Founding Member, Carousel Preschool Scholarship Committee (2017-2018)
- Board Member, Boston Trusts & Estates Consortium (“TEC”) (2018-present)
- Member, Boston Probate and Estate Planning Forum (2015 – Present)
- Massachusetts Super Lawyers: Rising Star- Estate Planning & Probate (2013, 2014)