Practice Areas: Estate and tax planning, estate and trust administration and probate.
Representative Experience: Over 30 years of experience advising and counseling clients on how to best provide for the needs of their families and protect family members, creating structures to provide for future generations and advising on ways to minimize estate and gift tax burdens. Assists and supports clients and their families during times of loss and uncertainty.
Handles sophisticated and traditional estate planning, including wills, trusts, powers of attorney and health care proxies; formulating and implementing lifetime gift strategies and business succession planning.
Creates trusts and other vehicles to preserve property across multiple generations, minimize taxes, facilitate management of assets for older clients and enable support for family members with mental or physical disabilities.
Handles all aspects of estate and trust administration, and serves as executor and trustee for many clients.
Represents clients who are about to be married and drafts prenuptial agreements to solidify their respective beneficiary desires and protect personal and family assets.
Education: Attended Harvard University and Wellesley College (B.A.) 1983; The Ohio State University College of Law (J.D.) 1986.
Admitted to practice in Massachusetts and the Federal District Courts of Massachusetts in 1986.
Personal: Barbara is an avid cyclist and gardener, with interests ranging from music to cooking. She has one son and resides in Wellesley.
Email Attorney Barbara Dallis
