Admissions

  • The Commonwealth of Massachusetts

Awards & Recognition

  • Martindale-Hubbell AV® rated preeminent, a certification mark indicating that the lawyer’s peers rank him at the highest level of professional excellence and ethics.

Gregory J. Englund

Of Counsel

Greg Englund is an estates and trusts attorney with over 40 years of experience working with individuals, families, and business owners. Greg helps clients make important decisions while planning for their future needs, creating Wills, Trusts, Powers of Attorney, Health Care Proxies with Living Wills, and other legal arrangements. Greg guides clients through the process of selecting wealth transfer tax planning strategies, as well as employing techniques that help build and protect crucial assets. Greg serves as a counselor to his clients, collaborating with accountants, investment advisors, financial planners, insurance agents, and other professionals.

Greg has written two books based on his work with clients. Beyond Death & Taxes tells the story of the Roberts family and their advisors, as they create their estate plan. Over 100,000 copies are in print. Published in 2000, Seasons of Decision follows the Roberts family and their advisors through a cycle of important decisions, including a first job, marriage, buying the first home, starting a business, divorce, and planning for retirement. Both books offer practical guides for the journey of estate planning.

Greg is a graduate of Swarthmore College and Harvard Law School. He also earned a Masters in Taxation from Boston University School of Law. Greg served in the Peace Corps as a volunteer in Cameroon, West Africa before becoming a lawyer.

Representative Experience

  • Crafts estate plans for families to address important tax and non-tax issues for the future. Helps families to limit exposures while efficiently transferring wealth to future generations.
  • Counsels family-owned businesses on a range of approaches for maintaining business assets while planning for the family needs related to the business.
  • Handles post-mortem estate and trust administration, including the management of tax returns for the smooth transfer of assets to beneficiaries.
  • Advises professional and family executors and trustees to help them fully understand fiduciary duties and tax laws related to the administration of estates and trusts.
  • Acts as a trustee to ensure proper administration in accordance with the trust terms and the creators’ wishes. Also acts as a liaison with the beneficiaries of trusts.
  • Drafts and implements revocable and irrevocable trust arrangements to take advantage of income and wealth transfer planning opportunities. Also advises on selecting trustees and implementing appropriate trustee succession arrangements.
  • Advises families on charitable giving and entity structure to reflect family values while minimizing income and wealth transfer taxes, including the creation of family foundations and charitable remainder trusts.

Publications

  • An Introduction to Estate Planning, Author
  • Letter of Instructions, Author
  • Beyond Death & Taxes, A Guide to Total Wealth Control, Author
  • Seasons of Decision: A Practical Guide to Making Life’s Financial and Legal Decisions, Author

Community and Professional Involvement

  • American Bar Association
  • Boston Bar Association