William D. Kirchick

Notable Experience and Client Impact

• Assisting high net worth families with wealth ranging from $10 million to $1 billion to leverage the value of assets, utilizing the appropriate tax vehicles to minimize tax liability
• Helping corporate executives to set up trusts to transition the growth of stock at no gift tax cost to family members
• Working with the owners of closely held businesses to create a business succession plan which effectively transfers the business to children and other heirs while minimizing tax consequences
• Counseling clients on effecting a change of domicile to maximize tax savings
• Utilizing creative planning techniques that fit within the family’s objectives
• Successful representation of families in gift and estate tax audits

Bill’s leadership outside the firm continues with his involvement in numerous professional organizations, including:

• American College of Trust and Estate Counsel, fellow
• National Association of Estate Planners & Councils, president-elect
• Boston Estate Planning Council, member
• Norfolk/Plymouth Estate Planning Council, member
• Boston Bar Association Estate Planning Committee and Trusts and Estates Section, member
• Massachusetts Bar Association Taxation Section and Probate Section, member
• Accredited Estate Planner (AEP) Designation from the National Association of Estate Planners & Councils
• Estate Planning and Administration Curriculum Advisory Committee for Massachusetts Continuing Legal Education Inc., former member
• The Acorn Foundation; The CJP Disabilities Trust, former trustee
• Boston Estate Planning Council, past president

A sought-after speaker, Bill lectures on a wide variety of estate and business planning topics for Massachusetts Continuing Legal Education Inc., the Massachusetts Bar Association, the Boston Bar Association, the Boston Estate Planning Council, and the Federal Tax Institute of New England Inc.

Prior to joining Nutter, Bill was a partner in the estate planning and tax practices at an international law firm.