Elise S. Wald

 
 

Practice Focus and Experience


Elise Wald practices in the Trusts and Estates area. She concentrates her practice in the areas of estate planning, estate and gift taxation, and trust and estate administration. Elise's experience includes the preparation of sophisticated estate plans, the probating and administration of estates, and tax and succession planning. Prior to joining Davis Malm, Elise was an associate at Posternak, Blankstein and Lund, LLP and Conn Kavanaugh Rosenthal Peisch & Ford, LLP. While in law school, she was a founding member and Book Review Editor of the University of Denver Water Law Review. When Elise isn't practicing law, she is a free lance writer. She currently writes art related book reviews for The Post and Courier in Charleston, South Carolina.

Representative Matters


  • Advised couple on tax efficient planning for their estate consisting of various assets including several rental properties and their goals of wealth transfer to the next generation.
  • Assisted in multi-million dollar complex business succession planning and estate planning for Massachusetts family.
  • Represented foreign executors in complex estate administration of their adult son.
  • Represented couple and developed estate plan for them with assets in the U.S. and abroad.
  • Advised nontraditional couple on the best ways to protect and dispose of their assets upon death.

Professional


  • Distinctions: Massachusetts Super Lawyer, 2006, 2007.
  • Admitted: Massachusetts; Colorado.
  • Member: Boston Bar Association.

Publications and Speaking Engagements


  • Why Living People Need Estate Plans: Frequently Asked Questions in Estate Planning, (Elise S. Wald, author)
  • "Asset Protection for Resident Physicians," Massachusetts General Hospital, 2008 (panelist)
  • "Finding Financial Freedom – Basic Estate Planning," Peabody, Massachusetts, 2007 (presenter)
  • "Basics of Estate Planning," Parish of the Epiphany, Winchester, Massachusetts, 2007 (presenter)
  • "Real Estate Issues for Estate Planners," Boston Bar Association, 2005 (presenter)