Davis, Malm & D'Agostine P.C. Attorneys at Law - Boston Law Firm: Marjorie Suisman

Practice Focus and Experience

Marjorie Suisman practices in the Trusts and Estates Group. She concentrates her practice in the areas of estate planning, estate and gift taxation, and trust and estate administration. Marjorie advises high net worth individuals in all aspects of personal planning matters, including wills and trusts, gifting strategies, wealth transfer strategies, individual trust administration, taxes, fiduciary investments, charitable giving and the administration of estates. Her practice also includes succession planning for privately held businesses, estate planning for nontraditional families and the disabled, as well as serving as a professional trustee and as a consultant in the structuring of personal injury awards.

Representative Matters

Represents Kenny Cieplik whose 21 year disability has led him and his family to devote a great deal of energy to improving access to services for the disabled. Most recently, Kenny has started a website www.thetravelingwheelchair.com to visit, write reviews, and rate local venues on their wheelchair accessibility.
Established trust and serves as trustee for Lawyer Johnson whose conviction for first degree murder was vacated and who was awarded a settlement to compensate him for injuries resulting from his twelve years of incarceration (as featured in the April 2007 issue of Boston Magazine).
Created and serves as trustee of trust holding large products liability jury award for disabled plaintiff.
Created private foundation and counseled client on best approach to carry out philanthropic goals.
Advised unmarried couple on creative and tax efficient ways to dispose of property on death.

Professional

Distinctions: Peer review "AV" rated by Martindale-Hubbell, the highest bestowed rating; Massachusetts Super Lawyer, 2005, 2006, 2007, 2008.
Admitted: Massachusetts; Michigan; United States District Court for the District of Massachusetts.
Member: Boston Bar Association; Boston Estate Planning Council.

Community Involvement

Founding member of the Professional Advisors Committee of the Boston Foundation.
Member of the Board of Directors of Massachusetts Advocates for Children.
Member of The Sarah Lawrence College Planned Giving Advisory Council.
Member of the Board of Directors, Finance Committee and the Bill of Rights Dinner Planning Committee of the ACLU-MA.
Completed ten years of service as a representative town meeting member in Brookline, Massachusetts.

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