Tara K. Wilson focuses her practice on estate planning, estate and trust administration, charitable organizations, and business succession planning. Tara advises individuals, couples, families, and business owners to create estate plans, structure asset ownership and make tax-efficient transfers. She also works with personal representatives, trustees, and beneficiaries to guide them through estate and trust administrations, fiduciary duties, and taxation issues.
Tara has built her practice by taking a holistic approach to develop a customized and comprehensive solution to meet each client’s unique estate planning goals and organize the family and business affairs to preserve and protect assets to ensure the well-being of her clients, their families and their future generations. This includes foundational trust planning and funding, as well as gifting and estate-freezing techniques, such as grantor retained annuity trusts, qualified personal residence trusts, and intentionally defective grantor trusts. Upon an incapacity or death, Tara counsels family members and fiduciaries in probate and trust administrations, including the preparation and submission of probate court cases and estate tax returns.
She is also an Adjunct Lecturer in Boston University Law School’s Graduate Tax Program teaching Advanced Estate Planning to Juris Doctor and Master of Laws students.
In addition, Tara conducts estate planning seminars and workshops for estate planning professionals, adult education programs and community groups. Tara’s estate planning book is expected to be published by New Degree Press in April 2020.
Prior to joining Morgan Lewis, Tara practiced at two large international law firms and founded a boutique trusts and estates firm in Massachusetts and Washington, D.C.
Georgetown University Law Center, 2018, LL.M., Taxation, Certificate in Estate Planning
The George Washington University Law School, 2002, J.D.
American University, 1998, B.A.
District of Columbia
US District Court for the District of Massachusetts
Awards and Affiliations
Member, Boston Bar Association
Member, Boston Estate Planning Council
Accredited Estate Planner, National Association of Estate Planners and Councils (Pending)
Executive Board, The Mother Connection, Inc. (2012–present)
Member, Town of Andover Zoning Board of Appeals (2013–2017)
Board of Directors, The Professional Center for Child Development, Inc. (2013–2017)
Board Member, The Mediation Advisory Group (2012-2016)