Bridget’s practice is focused on private client services for high-net-worth individuals. Her work includes estate planning, estate and trust administration, prenuptial agreements, and charitable planning.
In her estate planning practice, Bridget helps clients create a plan that accomplishes personal and family goals while also obtaining significant estate, gift, generation-skipping transfer (GST), and income tax benefits. She has experience drafting and implementing wills, revocable trusts, irrevocable life insurance trusts, grantor retained annuity trusts (GRATs), spousal lifetime access trusts, and both testamentary and inter vivos charitable split-interest trusts (CLATs and CRUTs).
Working closely with clients on prenuptial agreements, Bridget takes a sensitive yet strategic approach to this often-stressful process. Protecting her clients’ interests while minimizing their anxiety, Bridget has negotiated and drafted numerous prenuptial agreements designed to secure the future of privately held businesses and family wealth while treating the client’s soon-to-be spouse with fairness and understanding.
In the area of tax-exempt organizations, Bridget advises private foundations and public charities on the highly complex formation and compliance processes, and she has substantial technical expertise on the numerous excise taxes applicable to private foundations. Bridget’s pro bono practice focuses on the acquisition and maintenance of federal income tax exemption under Internal Revenue Code Section 501(c)(3), with a particular emphasis on assisting charities in securing reinstatement of previously revoked tax-exempt status. In addition, she assists business leagues and professional associations in obtaining tax exemption under Code Section 501(c)(6).