Claire Sullivan

Intro

Claire advises high-net-worth individuals, multi-generational families, business owners, and fiduciaries on sophisticated estate planning and tax-efficient wealth transfer strategies designed to preserve and protect multigenerational wealth. Her practice covers probate avoidance, asset protection, and charitable planning, and she structures and implements a range of estate planning vehicles, including revocable and irrevocable trusts, generation-skipping trusts, and asset protection entities.

She also represents fiduciaries through all phases of trust and probate administration, guiding them toward efficient settlement and compliance with their fiduciary obligations. Claire counsels clients on federal and state income, gift, estate, property, and generation-skipping tax matters, and advises business owners on the formation and maintenance of business entities and on succession planning, including buy-sell and related agreements. Across her practice, she works closely with clients’ financial planners, CPAs, family office teams, and appraisers to develop comprehensive, tax-efficient plans.

Areas of Focus

Education

Academic Distinction

Admissions and Courts