Lawrence B. Cohen

My focus

I focus my practice on wealth management and trust administration, estate planning and estate administration, charitable planning, and business succession planning. My clients are high-net-worth individuals seeking a broad array of services including financial and estate planning, investment management, and federal and state income tax planning and return preparation. I also represent people at institutions seeking advice on estate administration, charitable foundation administration, and related probate transfer tax and income tax issues.

I am an active member of Boston’s Jewish community. I serve as New England Chairman Emeritus of the Jewish National Fund. I serve on the Board of Directors of Temple Beth Avodah in Newton, Massachusetts.

An active member of Boston’s estate-planning community, I have published articles in the Massachusetts Law Review, the National Law Review, and Trusts and Estates Magazine.

I have also raised substantial funds for the New England Home for Little Wanderers by running the Boston Marathon.

Representative experience

• Serves as trustee of over 400 trusts and IRAs with assets under management in excess of $800,000,000.
• Preparation of comprehensive estate plans for clients with net worths ranging from $5,000,000 to more than $100,000,000.
• Administration of large estates involving sophisticated post-mortem tax planning, probate litigation, and complex family dynamics.

Looking ahead

I continue to see an uncertain economic environment, which will present both opportunities and risks for my clients.