Jaclyn O'Leary's practice focuses in the areas of estate planning and estate and trust administration. She works with clients to implement comprehensive estate plans, and guides clients through estate administration, addressing any complex estate, trust, probate and tax matters that may arise in the process.
In addition, Jaclyn works with multi-generational families in administering family trusts and facilitating related transactions. Jaclyn also has experience advising clients as to the disclosure of previously unreported foreign financial accounts and entities to the U.S. government, as well as ensuring future compliance with U.S. tax laws in relation to such accounts and entities.
Chosen for inclusion in list of Top Lawyers for Trusts and Estates by Boston Magazine (Metro Corp.), 2021
Selected to the list of Massachusetts Women's Edition Super Lawyers Rising Stars (Thomson Reuters), Estate Planning and Probate, 2016-2020
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Victim Rights Law Center, Boston, MA, volunteer advocating for the rights of victims of rape and sexual violence
Boston Bar Foundation, "Passport to Pairings" Steering Committee Member, volunteer to raise funds and awareness for the public service projects of the Boston Bar Association
Boston Marathon, Dana Farber Marathon Challenge, Team Member, 2017