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Susan M. Kealy

Special Counsel

[email protected]

+1.617.348.1687

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Susan has extensive experience in the areas of estate planning, estate administration, trust administration, and the related areas of estate, gift, generation-skipping transfer, and income tax planning.

Her work involves counseling individuals and their families in developing and implementing tax-efficient wealth transfer strategies. In addition, Susan has substantial experience in all aspects of estate settlement and trust administration, including the preparation of estate and gift tax returns and fiduciary income tax returns.

Before joining Mintz, Susan was associated with another prominent Boston law firm, where she concentrated on all areas of estate planning and estate and trust administration.

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January 1, 2025 Deadline Is Fast Approaching for Compliance with the Corporate Transparency Act

October 29, 2024 | Advisory | By Peter Miller, Kurt Steinkrauss, Alison Glover, Susan Kealy, Quinn Hetrick, Mirele A. Sagan

Read about compliance deadlines associated with the Corporate Transparency Act (CTA), types of entities subject to CTA reporting requirements, information required in a BOI report, and filing requirements for BOI reports.

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Compliance with the Corporate Transparency Act Necessary for Many Estate Planning Clients

December 13, 2023 | Alert | By Peter Miller, Kurt Steinkrauss, Alison Glover, Susan Kealy, Quinn Hetrick, Mirele A. Sagan

In this alert, we discuss the reporting entities, information to be reported, ongoing reporting requirements, and additional considerations applicable to estate planning clients.

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Estate Tax Changes Included in New Massachusetts Tax Relief Package

October 6, 2023 | Alert | By Peter Miller, Kurt Steinkrauss, Alison Glover, Susan Kealy, Quinn Hetrick, Mirele A. Sagan

Read about a Massachusetts tax relief package recently signed into law, which subjects only estate assets above $2 million to state-level estate tax and makes several changes to Massachusetts income tax laws.

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Many of our nation’s 18 million veterans experience significant day-to-day challenges related to their time in the military. Through our pro bono legal counsel and the firm’s community services, including a holiday gift drive for veterans, we assist many nonprofit and advocacy organizations working to improve veterans’ lives.
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Family Gift Planning — Perhaps the Best Time Is Now

October 19, 2020 | Advisory | By Peter Miller, Kurt Steinkrauss, Susan Kealy, Alison Glover, Quinn Hetrick

The lifetime federal tax exemption for gift, estate, and generation-skipping transfer taxes is scheduled to be reduced to approximately $6 million on January 1, 2026, from $11.58 million per individual or $23.16 million collectively for a married couple. Many believe, however, that the outcome of the upcoming election could accelerate the timing of this change and that the decrease could become effective as soon as January 1, 2021.
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Favorable Changes to Estate, Gift and GST Tax Laws Under the Tax Cuts and Jobs Act

February 1, 2018 | Advisory | By Peter Miller, Kurt Steinkrauss, Susan Kealy, Alison Glover, Quinn Hetrick

The Tax Cuts and Jobs Act (the “Act”), signed into law on December 22, 2017, significantly increased the exemption amounts for the federal estate, gift, and generation-skipping transfer taxes. These increases may present planning opportunities for individuals and families.
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Involvement

  • Member, Massachusetts Bar Association
  • Member, Boston Bar Association
  • Member, Boston Estate Planning Council
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