Evelyn Moreno counsels individual clients in sophisticated estate planning matters, including gift and estate tax planning. She advises executors and administrators in connection with the probate of estates and trustees in connection with the administration of trusts. Ms. Moreno serves as trustee of several private trusts. She also counsels nonprofit organizations with respect to structuring, obtaining tax-exempt status, and on-going tax and legal issues. Ms. Moreno has extensive experience in the reformation and termination of charitable trusts.
Ms. Moreno is a member of the American, Massachusetts, and Boston bar associations. Ms. Moreno is a speaker on estate planning and probate matters to various nonprofit organizations and at continuing legal education seminars. She is a contributing author to A Practical Guide to Estate Planning (MCLE, Inc. 1996, & Supp. 2012) and Understanding and Using Trusts (MCLE, Inc. 2001 & Supp. 2012).
Ms. Moreno is a member of the Board of Directors of Family Service of Greater Boston, Inc., a member of the Boston Estate Planning Council, a member of the Professional Advisors Board of the Brookline Community Foundation, and a member of the Planned Giving Committee of Catholic Charities of Greater Boston.