Janet serves as of-counsel to the firm, working in the areas of estate planning and nonprofit law. She is one of those rare individuals who loves the tax code. In addition to working with modest estates, Janet advises the firm’s high net worth clients on complex gift and transfer tax issues, including the transfer of business interests, life insurance, and retirement benefits. She has also worked with banks and trust companies on compliance with trust-related regulatory requirements as well as on fiduciary income tax issues.
Janet’s work with tax-exempt organizations ranges from guiding new organizations through the process of obtaining 501(c)(3) status to advising established charities on issues such as governance structure and by-laws, the unrelated business income tax (“UBIT”), intermediate sanctions and private foundation excise tax issues, and operating as a scientific research or medical research organization. In addition, she has provided guidance on joint ventures with for-profit business entities, scholarship and disaster relief programs, and international grant-making and other international charitable activities. Janet was also part of the legal team that put together one of the largest “social impact bond” arrangements to date in the United States, bringing together private, philanthropic, and government funding to help at-risk youth in Massachusetts.
Janet has lectured and participated in panels at the national meeting of the American Bar Association, the Boston Bar Association, MIT’s winter Independent Activities Period and other forums, on topics such as terminating a private foundation, fiduciary duties of trustees of charitable trusts, and the unrelated business income tax, and she co-teaches Lawyers Clearinghouse’s Nonprofit Incorporation Workshop several times a year. Janet also contributes a significant amount of her time to pro bono work. As a member of the New York State Bar Association, she has been awarded the Empire State Counsel designation in recognition of her pro bono activities, and in 2014 Janet’s work with two colleagues was recognized through a National Public Service Award from the American Bar Association.
Janet has been practicing law since 2003 and is a member of the Massachusetts, Connecticut, and New York bars and the American Bar Association. Before joining Pathway Law, Janet worked as a senior attorney in Goodwin Procter’s Trusts and Estate Planning group. Janet has her Bachelor’s Degree from Brown University, a Master’s Degree from Columbia University, and her J.D. from New York University School of Law. Janet speaks French and some Spanish and Russian, and she enjoys spending time with her son, David, and her husband, José.
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