Jaclyn O'Leary Brings Expertise to Goulston & Storrs Team

Jaclyn O'Leary Joins Goulston & Storrs

Goulston & Storrs, an Am Law 200 firm, has recently welcomed Jaclyn O'Leary to its ranks as a director in the Private Client & Trust Group. O’Leary boasts a solid track record in estate planning and trust administration, well-known for her expertise in navigating complicated tax issues and developing personalized wealth transfer plans.

Expertise in Estate Planning

Transitioning from a regional law firm where she was a partner in the trusts and estates practice, O'Leary focuses on helping individuals and families create robust estate plans. Her work ensures smooth and effective wealth transfer that spans across generations. O'Leary's specialization lies in managing multi-generational family trusts and administering estates. Additionally, she plays a vital role in guiding trustees, leaning on her experience to provide sound advice.

Building Client Relationships

Client satisfaction is at the forefront of O'Leary's philosophy, having cultivated a reputation as a trusted advisor. She believes that a meticulous approach and prioritizing the client’s needs are essential in her role, ultimately safeguarding and optimizing generational wealth effectively.

Leadership Perspective

Michelle Porter, Co-Managing Director at Goulston & Storrs, expressed enthusiasm about O’Leary’s addition. She stated, "Jaclyn's skills in estate planning, trust administration, and tax strategy will greatly enhance our team. Her ability to meet our diverse client needs with clarity and precision is invaluable for our Private Client & Trust Group’s continued excellence."

O'Leary's Commitment

The new director, O'Leary, shared her excitement about joining Goulston & Storrs. She remarked, "It is a privilege to be part of a firm known for its remarkable client service and exceptional legal proficiency. I look forward to contributing to the team’s achievements and providing innovative solutions that align with our clients' objectives, both personal and professional."

Community Involvement

Outside her professional endeavors, O'Leary is dedicated to her community. Her active participation in organizations such as the Boston Bar Association and the Boston Estate Planning Council underscores her commitment. Moreover, she is a member of the Greater Boston Fiduciary American Inn of Court and has completed the Boston Marathon with Dana-Farber Cancer Institute's team, showcasing her community spirit and dedication to philanthropic efforts.

Education Background

O'Leary’s academic credentials strengthen her professional profile, having earned her J.D. from Suffolk University Law School and her B.A. from Boston College. Her education provided a foundation that complements her extensive experience in estate planning and trust management.

About Goulston & Storrs

At Goulston & Storrs, collaboration and mutual respect form the cornerstone of the firm's approach, enhancing client interactions and community relationships alike. The firm prides itself on practicing law with integrity, while fostering an inclusive and diverse workplace that encourages creativity, transparency, and optimal results for clients. More information about the firm is available on their website.

Contact Information

For inquiries, please reach out to Leigh Herzog at Goulston & Storrs PC at (617) 574-2259. Email communication is available through their official channels as well.

Frequently Asked Questions

Who is Jaclyn O'Leary?

Jaclyn O’Leary is a director at Goulston & Storrs specializing in estate planning and trust administration.

What is O'Leary's professional background?

She has a substantial history in guiding individuals and families in estate planning, having transitioned from a regional law firm.

What does Goulston & Storrs focus on?

The firm emphasizes exceptional client service and collaboration, particularly within their Private Client & Trust Group.

How does O'Leary contribute to her community?

She is active in the Boston Bar Association and has participated in charity events like the Boston Marathon.

Where did O'Leary receive her education?

O'Leary earned her J.D. from Suffolk University Law School and her B.A. from Boston College.

About Investors Hangout

Investors Hangout is a leading online stock forum for financial discussion and learning, offering a wide range of free tools and resources. It draws in traders of all levels, who exchange market knowledge, investigate trading tactics, and keep an eye on industry developments in real time. Featuring financial articles, stock message boards, quotes, charts, company profiles, and live news updates. Through cooperative learning and a wealth of informational resources, it helps users from novices creating their first portfolios to experts honing their techniques. Join Investors Hangout today: https://investorshangout.com/

Disclaimer: The content of this article is solely for general informational purposes only; it does not represent legal, financial, or investment advice. Investors Hangout does not offer financial advice; the author is not a licensed financial advisor. Consult a qualified advisor before making any financial or investment decisions based on this article. The author's interpretation of publicly available data shapes the opinions presented here; as a result, they should not be taken as advice to purchase, sell, or hold any securities mentioned or any other investments. The author does not guarantee the accuracy, completeness, or timeliness of any material, providing it "as is." Information and market conditions may change; past performance is not indicative of future outcomes. If any of the material offered here is inaccurate, please contact us for corrections.