Focus

Colleen joined The 1911 Trust Company in 2024 and advises on the administrative and legal requirements of the trusts held at 1911. Colleen works closely with the trust and tax teams as well as outside advisors and counsel to develop comprehensive estate planning, investment and tax strategies for the company’s clients. She regularly advises on various income, gift and estate tax issues.

Background

Colleen has almost twenty years’ experience in trusts and estate planning for high net- worth families. Prior to joining The 1911 Trust Company, she was a partner at a boutique trusts and estates firm in Boston, where she was a trusted advisor for wealthy families. Colleen prepared complex estate plans tailored to clients’ needs with a particular focus on strategies for the reduction of estate taxes. In addition to serving as a professional trustee, Colleen advised internal and external trustees as to their duties. Colleen also administered a number of large estates, shepherding clients through the probate process as well as the preparation of estate tax returns. Prior to becoming an attorney, Colleen was a trust officer and oversaw the administration of high net worth trusts, including reviewing trust accountings, tax returns and ensuring compliance with trust terms. Colleen is a graduate of the College of the Holy Cross and Suffolk University Law School, cum laude.

Away from the office

Colleen lives on the north shore with her husband, Brian, and three young sons. In the rare moments that she isn’t cheering her kids on at their various sports games, she can be found outdoors, hiking or at the beach.