I work closely with individuals and families of all stages of life and wealth levels to understand their estate planning needs and goals and then prepare appropriate estate planning documents to meet those goals.
In addition to planning for property transfers at death, I assist individuals to develop lifetime gifting strategies. I also help business owners to develop succession plans in coordination with their personal estate planning objectives.
I assist fiduciaries with the probate estate settlement process in New Hampshire, Massachusetts and Maine.
I also assist individual and corporate trustees with trust administration and settlement matters, trust modifications and decanting of trusts, when appropriate.
I have had the privilege of serving on several nonprofit boards and committees for organizations in Nashua and Manchester promoting education, the arts, affordable housing, and community support.
While I love to travel, I always look forward to taking full advantage of living in New Hampshire with my family. I spend as much time as possible outdoors, whether skiing in the winter or hiking, cycling, and boating in the summer.
Representative Matters
- Estate planning for individuals and families of all wealth levels
- Represent fiduciaries seeking probate court clarification of decedent’s intent as expressed in wills and trusts
- Represent fiduciaries in testate and intestate matters
- Defend fiduciaries against claims of breach made by beneficiaries
- Provide advice on modification or termination of irrevocable trusts
- Represent beneficiaries in challenges to fiduciary accountings
- Provide advice in guardianship proceedings involving incapacitated adults and minor children
Publications
- “Economic Impact Payments for Individuals under the CARES Act Begin,” Devine Millimet E-Alert, April 15, 2020
- “Additional Tax Filing Relief for Estates and Trusts,” Devine Millimet E-Alert, April 10, 2020
- “>Economic Impact Payments for Individuals under the CARES Act,” Devine Millimet E-Alert, April 01, 2020
- “Trust and Estate Group Annual Report,” Devine Millimet, January 2009-2015
- “Business Owners Need to Plan for Incapacity – Who Will Run Your Business if You Can’t?” Small Business Team Newsletter, January 30, 2013
- “Just the (Recent) Facts: Guardianship Petition Must Include Recent Factual Allegations of Incompetency,” Probate Litigation Newsletter, April 2012
- “Why You Should Talk to Your Clients About Giving It Away,” Tax Newsletter, August 2011
- “Where There’s a Will Contest, Watch Our For Shifting Burdens,” October 2008
- “Agreement on Safeguards: Realistic Tools for Protecting Domestic Industry or Protectionist Measures?” 27 Suffolk Transnational Law Review 153, 2003
Community Involvement
- Manchester Community Music School, Board of Directors, 2016
- Heritage United Way, Division Committee, 2009
- Nashua Pastoral Care Center, Board of Directors, 2007 – 2010
- Nashua Adult Learning Center, Board of Directors, 2006 – 2012
- Nashua Symphony Association, Planned Giving Committee, 2006 – 2007
- Leadership Greater Nashua, 2005 – 2006
- “Estate Planning Techniques” Financial Planning Association- Wicked Good Half Day Talks, May 18, 2023
- “Truly Fundamentals of Estate Planning for NH Practitioners” New Hampshire Bar Association, May 3, 2023
- “Building Your Professional Advisors Allies,” AFP-NNE 2019 Annual Academy and Conference, November 6-8, 2019
- “Your Client’s Business: Keep It or Sell It,” Devine Millimet, May 13, 2016
- “2015 Tax Law Update,” New Hampshire Tax and Accounting Professionals, January 29, 2016
- “Decanting in New Hampshire,” New Hampshire Bar Association, October 7, 2015
- “Trust Planning and Drafting Techniques,” Sterling Education Services, June 16, 2015
- “IRS Chapter 14: Applying the Special Valuation Rules in Estate Planning and Asset Protection,” National Business Institute, November 12, 2014
- Devine Millimet Legal Series, “New Hampshire Surrogacy Law Update,” New Hampshire Health Care Association, October 24, 2014
- “Business Succession Planning- Estate Planning Basics,” Associated Builders and Contractors NH, June 25, 2015
- “The Complete Trust Course,” Foxmoor Continuing Education, June 9, 2014
- “Long Term Care and Collections – Regulatory Issues – Discharge Planning,” New Hampshire Health Care Association, March 14, 2014
- “Tax Law Updates” New Hampshire Society of Accountants, January 29, 2014
- “Long-Term Care and Collections Laws,” New Hampshire Health Care Association, November 8, 2013
- “Estate Planning,” Hosted by The Friends of Kingston Library, October 9, 2013
- “Estate and Gift Planning and Taxation,” New Hampshire Society of CPAs, September 5, 2013
- “Trust Planning and Drafting Techniques,” Sterling Education Services, Inc., June 21, 2013
- “Financial Exploitation of the Elderly: How to Spot It, How to Prevent It, and How to Remedy It,” New Hampshire Society of Accountants, June 19, 2013
- “Nuts and Bolts of Estate Planning: Pitfalls for Accountants,” New Hampshire Society of CPAs, May 22, 2012 and May 30, 2013
- “Plan to Give More: Estate and Legacy Planning Dinner,” Hosted by Bonfiglio, Kiley and Associates and Riversource Distributors, March 12, 2013
- “The Intersection of Family Law and Estate Planning,” New Hampshire Bar Association, March 13, 2013
- “Final Tax Law Changes – 2012,” New Hampshire Society of Accountants, January 30, 2013
- “Nuts and Bolts of Estate Planning,” New Hampshire Society of Accountants, June 14, 2012
- “Admissions to Collections: An Ounce of Preparation,” New Hampshire Association of Counties Annual Conference, October 24, 2011
- “Estate Planning with Special Needs Trusts,” Huntington’s Disease Society of America, New England Annual Meeting, November 2010
- “Connections to Advanced Planning,” National Association of Insurance and Financial Advisors, October 6, 2009
- “Advanced Probate: Information, Ideas and Legal Updates,” National Business Institute, November 2008
- “Trusts and Estate Planning 101,” New Hampshire Womens Bar Association, October 2008
articles-updates
Aug 8, 21
Planning Ahead: New Hampshire Adopts Changes to its Advance Health Care Directives Statute, Including Updates to its Statutory Forms Used in Many Hospital Settings A difficult but frequently unavoidable subject, advance directives give instructions to providers on how to care for individuals who no longer possess capacity to make decisions […]
articles-updates
Oct 31, 18
Under New Hampshire law, if a decedent’s child or issue (e.g. grandchild) is not named or referred to in the decedent’s Will and that child or issue is not a devisee or legatee under the Will (that is, they are not identified as a recipient of some part of the […]
articles-updates
Oct 15, 18
For many people estate planning seems like a confusing, complicated and uneasy topic, better to avoid for a later date. Nobody wants to think about death. At the same time most people have had some direct experience with, or know someone who has had a family member die without a […]
articles-updates
Oct 15, 18
On August 15, 2018, the New Hampshire Supreme Court issued an order in In re Alice Stedman 1989 Trust 2013 Restatement, Case No. 2017-0288, a case concerning a challenge to a restatement to a trust on the grounds of undue influence. The petitioner claimed that his sister unduly influenced their 93-year-old […]
articles-updates
Jun 1, 17
You need to pick someone to be the “executor” of your estate, but you want to pick the right person for the job. So what exactly does an executor do? Essentially, the executor is responsible for four things: identifying and protecting all of the deceased person’s assets; identifying people or business to […]
articles-updates
May 25, 17
Your estate planning attorney and/or financial advisor should provide you with advice and guidance on how to properly fund your Trust. Any comprehensive estate plan not only includes the legal documents, but a discussion about trust funding, beneficiary designations and asset titles. One of the primary benefits of a Revocable […]
articles-updates
May 4, 17
When you think of an estate plan, you usually think about where your assets are going to go after you die and who will take of your kids (if any) while they are still young. A comprehensive estate plan will outline not only what will happen after death, but what […]
press-releases
Aug 21, 24
MANCHESTER, NH – Devine, Millimet & Branch, P.A. is proud to announce that 23 attorneys have been selected by their peers for inclusion in 2025 The Best Lawyers in America® and the Best Lawyers: Ones to Watch® in America. One Devine Millimet attorney was selected for the 2025 “Lawyer of the Year” Awards.”Lawyer […]
press-releases
Aug 18, 22
MANCHESTER, NH – Devine Millimet & Branch, Professional Association is pleased to announce that 25 lawyers have been included in the 2023 edition of The Best Lawyers in America®. Since it was first published in 1983, Best Lawyers has become universally regarded as the definitive guide to legal excellence. “Best Lawyers® was founded more than […]
press-releases
Aug 19, 21
“Lawyer of the Year”® Recipients: Angela B. Martin– Closely Held Companies and Family Businesses Law Camille Holton DiCroce – Commercial Transactions / UCC Law Jon B. Sparkman – Nonprofit / Charities Law Robert C. Dewhirst – Insurance Law Current Recognized Lawyers: 27 Devine Millimet, Professional Association lawyers named to 2022 Best Lawyers® list […]
