Judith's practice focuses on tax-exempt organizations, estate planning and charitable giving.

With respect to her tax-exempt organization practice, Judith advises organizational clients on the full range of topics and issues that arise when creating and operating a non-profit entity, including legal formation, state registration, recognition of tax exemption, good governance practices, applicable tax rules, grant-making, international activities, fundraising and state and federal compliance. While her practice focuses on charitable organizations, including private foundations, publicly-supported public charities and supporting organizations, she also advises social clubs, trade associations and social welfare organizations.

Judith works closely with individuals in connection with their estate plans, preparing wills and trusts (revocable and irrevocable), as well as ancillary documents such as durable powers of attorney and health care proxies.  She advises her individual clients with respect to their charitable giving goals, including the use of private grant-making and operating foundations, supporting organizations, donor-advised funds, restricted gifts, international giving, and qualified charitable distributions from IRA accounts.

Judith's practice also encompasses domicile planning, including representing clients in connection with domicile audits and before the Appellate Tax Board.

Bar & Court Admissions

  • Illinois
  • Massachusetts

Professional Qualifications

  • Boston Bar Association
  • Co-chair, Tax-Exempt Organizations Section, Boston Bar Association (2014-2016)

Education

  • J.D., cum laude, Harvard Law School
  • M.A., Boston College
  • B.A., summa cum laude, Albion College

Community Engagement

  • Trustee, Trustees of Donations to the Protestant Episcopal Church

  • President, Friends of the Stone Church, Inc.

  • Director, Charles J. Connick Stained Glass Foundation, Inc.
  • Treasurer, Boston Fatherless & Widows Society

Awards & Honors

  • The Legal 500 U.S. (2019, 2022)

Seminars & Presentations

  • "Private Foundations and Supporting Organizations," MCLE Representing Nonprofits Basics Plus (2008, 2007, 2006)
  • "An Overview of Charitable Entities and Charitable Giving Options," Pioneer Valley Estate Planning Council
  • "Charitable Planning Update," Boston Bar Association
  • "Exempt Organizations and Charitable Activities in Massachusetts," National Business Institute 

Practices

Industries

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