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Carole is the leader of Sullivan's Private Clients/Trusts & Estates Practice Group. She advises high-net-worth individuals, multigenerational families, family offices and fiduciaries in all aspects of estate and wealth transfer and trust planning. She works closely with individuals and families to structure sophisticated, tax-efficient plans designed to minimize estate, gift and generation-skipping transfer taxes and to effectuate non-tax objectives.
Carole also represents clients in the preparation and negotiation of prenuptial and postnuptial agreements, advises on estate planning issues arising from divorce and remarriage and is nationally recognized for advising clients on cutting-edge estate planning issues involving the use of assisted reproductive technology (ART). Her practice also includes working with clients on estate administration and representing individual and corporate fiduciaries and estate beneficiaries in Surrogate’s Court proceedings.
Carole is a peer-elected Fellow of the American College of Trust and Estate Counsel (ACTEC) and frequently lectures on topics relating to assisted reproductive technology, estate planning and divorce, and premarital agreements. She has presented to national and local professional organizations, including the Heckerling Institute on Estate Planning, the American Bar Association (Real Property, Trusts and Estates Section and Family Law Section), the American Academy of Adoption and Assisted Reproductive Technology Attorneys, the New York State Society of CPAs and the New York City Estate Planning Council. Her articles on these topics have appeared in publications such as Trusts & Estates Magazine, Estate Planning Magazine and the New York Law Journal and she has been quoted in national publications, including the Wall Street Journal and Forbes.
Carole is the leader of Sullivan's Private Clients/Trusts & Estates Practice Group. She advises high-net-worth individuals, multigenerational families, family offices and fiduciaries in all aspects of estate and wealth transfer and trust planning. She works closely with individuals and families to structure sophisticated, tax-efficient plans designed to minimize estate, gift and generation-skipping transfer taxes and to effectuate non-tax objectives.
Carole also represents clients in the preparation and negotiation of prenuptial and postnuptial agreements, advises on estate planning issues arising from divorce and remarriage and is nationally recognized for advising clients on cutting-edge estate planning issues involving the use of assisted reproductive technology (ART). Her practice also includes working with clients on estate administration and representing individual and corporate fiduciaries and estate beneficiaries in Surrogate’s Court proceedings.
Carole is a peer-elected Fellow of the American College of Trust and Estate Counsel (ACTEC) and frequently lectures on topics relating to assisted reproductive technology, estate planning and divorce, and premarital agreements. She has presented to national and local professional organizations, including the Heckerling Institute on Estate Planning, the American Bar Association (Real Property, Trusts and Estates Section and Family Law Section), the American Academy of Adoption and Assisted Reproductive Technology Attorneys, the New York State Society of CPAs and the New York City Estate Planning Council. Her articles on these topics have appeared in publications such as Trusts & Estates Magazine, Estate Planning Magazine and the New York Law Journal and she has been quoted in national publications, including the Wall Street Journal and Forbes.
The first installment of this series, The Business Case for Litigation Avoidance, discussed a simple point: litigation is expensive not only because of legal fees, but because it consumes management attention, creates uncertainty, disrupts relationships, and diverts resources away from business. Startups are often built during a period when founders are focused almost exclusively on business and product development, fundraising, and growth. Most founders understandably spend little time thinking about future
Molly Depew will present “Basics of Estate and Trust Administration” at the American Bar Association (ABA)’s Skills Training for Estate Planners, a virtual conference taking place September 17–18 and sponsored by the ABA Real Property, Trust & Estate Law Section. The program offers a streamlined, practice-focused introduction to estate planning for attorneys building skills in trusts and estates. Ideal for young lawyers and those transitioning into the field, the course provides
On September 11, 2026, the Securities and Exchange Commission (the “SEC”) granted petitions seeking review of the July 22, 2026 delegated approval of Nasdaq’s proposed $5 million Market Value of Listed Securities (“MVLS”) continued listing requirement. The SEC also confirmed that the approval order will remain stayed pending further order of the Commission. Accordingly, the new MVLS requirement is not currently in effect. If ultimately implemented, the rule would permit Nasdaq
On August 5, 2026, Article 28-F of the New York Public Health Law (the “Medical Aid in Dying Act” or the “Act”) became effective, creating a framework under which, in certain limited circumstances, terminally ill New York residents may request and self-administer medication intended to hasten death.[i] Although narrow in its scope, the Medical Aid in Dying Act serves as a reminder of the importance of advanced healthcare planning and clearly
On September 16th, David Danovitch will participate in a panel program titled "Raising Global Growth Capital" at the Japan Go IPO Summit, a one-day educational seminar in Tokyo designed to provide valuable insight to Japanese companies interested in accessing U.S. capital markets. Sullivan is a Gold Sponsor of the conference. David will moderate a discussion among leading global investment funds on how they view the investment landscape in Japan, what drives their decisions to commit capital, and
Sullivan & Worcester’s recently acquired award-winning European Growth Capital Team, led by James Shaw and Ben Williams, advised ETF Partners (Lead), A&G and Trill Impact in connection with their continued support and investment in Open Cosmos, a U.K.-headquartered satellite technology company, as part of the company's €300 million funding round announced on September 14, 2026. The financing was backed primarily by European investors and represents one of the most significant recent investments
Karen Kepler will moderate a panel discussion titled “From Subsidized to Missing Middle: Developing for Affordability” at Bisnow’s Multifamily Annual Conference (BMAC) New England, taking place September 24 at Artists For Humanity in Boston. The panel will examine the financing tools and subsidy structures available to affordable housing developers, the gaps that remain in the capital stack and how shifting development economics are prompting cities, developers and nonprofits to rethink how
Sullivan & Worcester was pleased to sponsor the 2026 ITFA Emerging Leader Award, presented at the Gala Dinner during ITFA’s 52nd Annual International Trade and Forfaiting Conference in Split, Croatia. Following presentations by the three shortlisted candidates and a vote by delegates attending the conference, Harry Thursby-Pelham at HSBC was named the 2026 winner for his project, ‘Fluent in Finance’. Sullivan partner and head of the firm’s Trade & Export Finance
Gregory Sampson was quoted in the Bisnow article, “Healey's New Data Center Rules Make Massachusetts A Tough Sell For Developers,” discussing Massachusetts Governor Maura Healey's executive order establishing new requirements for large-scale data center development in the Commonwealth. The article examines how the order will affect proposed data center projects, including requirements related to local approval, community benefit agreements, power infrastructure and environmental impacts. As discussed by Greg, the order was the
On August 14, 2026, the Securities and Exchange Commission (SEC) approved proposed rule changes by the New York Stock Exchange LLC (NYSE) and NYSE American LLC (NYSE American) to adopt a new continued listing requirement imposing a minimum trading price of $0.25 per share. This approval follows the SEC’s recent approval of Nasdaq’s new $5 million Market Value of Listed Securities continued listing requirement and reflects a broader trend by the
The first installment of this series, The Business Case for Litigation Avoidance, discussed a simple point: litigation is expensive not only because of legal fees, but because it consumes management attention, creates uncertainty, disrupts relationships, and diverts resources away from business. Startups are often built during a period when founders are focused almost exclusively on business and product development, fundraising, and growth. Most founders understandably spend little time thinking about future
Molly Depew will present “Basics of Estate and Trust Administration” at the American Bar Association (ABA)’s Skills Training for Estate Planners, a virtual conference taking place September 17–18 and sponsored by the ABA Real Property, Trust & Estate Law Section. The program offers a streamlined, practice-focused introduction to estate planning for attorneys building skills in trusts and estates. Ideal for young lawyers and those transitioning into the field, the course provides
On September 11, 2026, the Securities and Exchange Commission (the “SEC”) granted petitions seeking review of the July 22, 2026 delegated approval of Nasdaq’s proposed $5 million Market Value of Listed Securities (“MVLS”) continued listing requirement. The SEC also confirmed that the approval order will remain stayed pending further order of the Commission. Accordingly, the new MVLS requirement is not currently in effect. If ultimately implemented, the rule would permit Nasdaq
On August 5, 2026, Article 28-F of the New York Public Health Law (the “Medical Aid in Dying Act” or the “Act”) became effective, creating a framework under which, in certain limited circumstances, terminally ill New York residents may request and self-administer medication intended to hasten death.[i] Although narrow in its scope, the Medical Aid in Dying Act serves as a reminder of the importance of advanced healthcare planning and clearly
On September 16th, David Danovitch will participate in a panel program titled "Raising Global Growth Capital" at the Japan Go IPO Summit, a one-day educational seminar in Tokyo designed to provide valuable insight to Japanese companies interested in accessing U.S. capital markets. Sullivan is a Gold Sponsor of the conference. David will moderate a discussion among leading global investment funds on how they view the investment landscape in Japan, what drives their decisions to commit capital, and
Sullivan & Worcester’s recently acquired award-winning European Growth Capital Team, led by James Shaw and Ben Williams, advised ETF Partners (Lead), A&G and Trill Impact in connection with their continued support and investment in Open Cosmos, a U.K.-headquartered satellite technology company, as part of the company's €300 million funding round announced on September 14, 2026. The financing was backed primarily by European investors and represents one of the most significant recent investments
