Glass, Jenna K.

Nan Giner is the chair of and partner in the Private Client Practice Group. She joined the firm in 1985. Ms. Giner represents company founders and other entrepreneurs, and domestic and international families. Ms. Giner assists her clients on a broad range of personal planning matters, with an emphasis on sophisticated wealth transfer strategies.

Practice

Ms. Giner provides a broad range of services to individual clients and their families beginning with basic estate planning, such as wills and revocable trusts, and continuing with strategies for lifetime asset transfers designed to minimize transfer taxes, such as Grantor Retained Annuity Trusts (GRATs), Charitable Lead Trusts (CLATs) and Family Limited Liability Companies (FLLCs). Ms. Giner represents company founders, venture capitalists and other entrepreneurs in different stages of development, and advises them about estate planning strategies, with a particular focus on integrating tax issues with securities law and partnership issues. Her representation of clients also includes planning for and implementing US and foreign ownership and management structures. Achieving her clients’ personal objectives and minimizing income, gift, estate and generation-skipping transfer taxes are central to Ms. Giner’s practice.

Professional Activities

• Fellow, American College of Trust and Estate Counsel
• Member, Boston Estate Planning Council
• Member, Estate Planning Curriculum Advisory Committee for MCLE

Honors and Awards

• Selected by peers for inclusion in The Best Lawyers in America, in the area of trusts and estates (2006, 2008, 2009, 2010, 2011, 2012)
• Named a "New England Super Lawyer" (formerly "Massachusetts Super Lawyer") in estate planning/trusts in the 2004-2011 issues of Boston Magazine; also listed among the "Top 50 Women Massachusetts Super Lawyers" (2009)

Speaking Engagements

• Massachusetts Continuing Legal Education – "10th Annual Estate Planning Conference 2009" – Boston, MA
• Massachusetts Continuing Legal Education – "GRATs, QPRTs, FLPs and Other Discounting Techniques" – Boston, MA – 2007

Publications

• "GRITs, GRATs, and GRUTs," chapter Drafting Irrevocable Trusts in Massachusetts (MCLE, Inc. 2005)
• A. Silvana Giner and Kimberly Cohen, "Trust and Estate Basics," chapter in Selling Your Business: The Transition from Entrepreneur to Investor (May, 2004)

Community Involvement

• Trustee, Social Law Library, Boston, MA
• Overseer, Opera Boston