Karen P. D'Antuono

Karen D'Antuono began her legal career at Palmer & Dodge LLP (now Locke Lord), where she concentrated her practice on estate, gift and generation-skipping transfer tax planning. She represented individuals in their personal planning; individual and corporate fiduciaries in their administration of estates and charitable and non-charitable trusts; and tax-exempt organizations in connection with their planned giving programs and endowment funds. After developing an interest in charitable planned giving, Karen joined the Gift Planning Office at Tufts University, where she identified, cultivated and solicited planned gifts, including bequests, charitable gift annuities and charitable remainder trusts, outright endowed funds and gifts of art.

At Rubin and Rudman, Karen focuses her practice on the preparation of highly-sophisticated estate plans, including:

• Wills, revocable trusts, durable powers of attorney, health care proxies and HIPAA releases

• Generation-skipping dynasty trusts, irrevocable insurance trusts, grantor retained annuity trusts, qualified personal residence trusts and charitable remainder trusts

Her practice also consists of:

• Preparation of federal gift tax returns

• Planning and implementation of lifetime transfers of property, including the management of transfers of real estate, life insurance and interests in family-owned businesses

• Formation and administration of private foundations

Professional and Community Involvements

• Former Co-chair, CLE & New Developments Committees, Trusts & Estates Section of Boston Bar Association

• Massachusetts Continuing Legal Education, Inc.

• Lecturer, Charitable Planning Techniques in Estate Planning-MCLE Basics Plus! (2009)

• Lecturer, Preliminary Matters in Drafting Wills and Trusts (2004, 2005)

• Big Brothers Big Sisters of Massachusetts Bay – Former Big Sister

Publications

• Co-Author, “Proposed 2704 Treasury Regulations Jeopardize Valuation Discounts for Transfers of Family-Owned Entities” (September 16, 2016)

Speaking Engagements

• “Gift Planning 101,” an estate planning seminar sponsored by Catholic Charities, Archdiocese of Boston at the Algonquin Club, Boston, Mass. (Nov. 18, 2016)