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Email Anna

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222 Third Street...
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verified_user LICENSED FOR: 5 Years
check_circle MEMBER SINCE: September 2016

About Anna

Anna is an estate planning attorney with over twenty years of experience. Her decision to establish her own firm stems from a desire to create estate plans that encompass more than just the transfer of tangible assets. Her life experience as a young widow revealed a need to pass on wisdom and values to help those left behind. Anna's goal is to help her clients express their values and pass those on along with their assets with the lowest expense and tax impact possible. Anna has been a member of the Massachusetts and New York bars since 1994. She began her career in tax at the Massachusetts Department of Revenue and Internal Revenue Service. Anna then worked at a large regional financial planning firm advising entrepreneurs and business owners in creating tax efficient stock option and investment strategies and advanced estate planning solutions. Subsequently, she was involved as a principal at an early-stage venture capital firm and served as corporate counsel to a business incubator. In 2001 she founded the registered investment advisor company, Kirkland Advisors, LLC, which provided comprehensive tax, financial and investment planning to individuals. She entered private practice in 2005 and worked with a South Shore law firm advising individuals and small business owners to create estate and business succession plans and small business matters.

work Experience

Advisor
Kirkland Advisors LLC
Jan. 1, 2001 - Jan. 1, 2004
None

Attorney
Cook & Associates PC
Jan. 1, 2004 - Jan. 1, 2008
None

Principal
Eckert Byrne LLC
Jan. 1, 2009 - Current
None

school Education

New York University
BA - Bachelor of Arts
- 1991

New England Law | Boston
Juris Doctor
- 1994

bookmark Awards

2015 SuperLawyer
SuperLawyers
2015
Top Woman of the Law
Massachusetts Lawyers Weekly
2014
Certified National Network Estate Planner
National Network of Estate Planning Attorneys
2009
Certificate in Trust and Estate Planning
Foundation for Continuing Education
2006

group Associations

Member
National Network of Estate Planning Attorneys
2008 - 2011

Chair of the MA Conference
National Network of Estate Planning Attorneys
2010 - 2011

Member
Boston Estate Planning Council
2009 - Current

N/A
Kendall Square Association
2009 - Current

Member
Massachusetts Bar Association
2009 - Current

Member
Advisors in Philanthropy
2009 - Current

Member
WealthCounsel
2011 - Current

Member
Boston Bar Association
2011 - Current

Member
AATEELA American Association of Trusts, Estates & Elder Law Attorneys
2011 - Current

Member
Society of Trust and Estate Practitioners
2012 - Current

import_contacts Published Works

Latest Wrinkle in Estate Planning: Digital Assets
Investment News

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