Bill Kirchick focuses on estates, trusts and business succession planning. He has extensive experience in the areas of estate planning and taxation, gift and generation-skipping transfer tax planning, probate and trust administration, and probate law, including advanced planning techniques, domicile audits and premarital agreements. His clients include owners of closely held businesses, corporate executives, self-employed professionals and families with inherited wealth.
Bill has lectured on a wide variety of estate and business planning topics for Massachusetts Continuing Legal Education Inc., the Massachusetts Bar Association, the Boston Bar Association, the Boston Estate Planning Council and the Federal Tax Institute of New England Inc.
- “Chapter 6: Irrevocable Life Insurance Trusts,” Drafting Irrevocable Trusts in Massachusetts (MCLE, 2005)
- “Chapter 16.02: Marital Deduction Formulas,” Drafting Wills and Trusts in Massachusetts (MCLE, revised 2002)
- “Chapter 17: Forms of Marital and Family Trusts,” Drafting Wills and Trusts in Massachusetts (MCLE, revised 2002)
- “Chapter 7, Part 4: Irrevocable Life Insurance Trusts,” A Practical Guide to Estate Planning in Massachusetts, Vol. II (MCLE, 1996, 2002 and 2002 supplements)
- Co-author, “Subtitle G of EGTRRA: Modifications of Generation-Skipping Transfer Tax,” New England Estate Planning Conference (MCLE, 2002)
- Co-author, “Use of the Intentionally Defective Irrevocable Trust (IDIT) in Estate Planning, and Charitable Giving: Use of Charitable Remainder Trusts and Private Foundations,” Estate Planning for Entrepreneurs of Emerging Businesses (MCLE, 2000)
- “Chapter 25: Preparing Schedule M — The Marital Deduction,” Preparing Estate Tax Returns (MCLE, 1994)
- The Best Lawyers in America, Leading lawyer in trusts and estates law (2008-2011)
- Super Lawyers, New England (2007, 2009)
- Super Lawyers, Massachusetts (2005-2009)
- Marquis Who’s Who in the World
- Estate Planner of the Year, Boston Estate Planning Council (2004)
- Who’s Who in America
- Who’s Who in American Law
- The Chai Award, Jewish Family and Children’s Service
- Former solicitations editor, Law Review
- Trustee, The Acorn Foundation; The CJP Disabilities Trust
- American Bar Association Section on Probate, Trusts and Real Property
- Boston Bar Association Estate Planning Committee and Trusts and Estates Section
- Massachusetts Bar Association Taxation Section and Probate Section
- Accredited Estate Planner (AEP) Designation from the National Association of Estate Planning Councils
- Fellow, American College of Trust and Estate Counsel
- Past president, Boston Estate Planning Council
- Former member, Estate Planning and Administration Curriculum Advisory Committee for Massachusetts Continuing Legal Education Inc.
- Admitted to practice in Massachusetts
- U.S. Supreme Court
- U.S. Tax Court
- U.S. Court of Appeals, Seventh Circuit
- U.S. Court of Appeals, First Circuit
- Massachusetts Supreme Judicial Court
- U.S. District Court, District of Illinois
- U.S. District Court, District of Massachusetts
- Boston College Law School, Juris Doctor, cum laude (1976)
- University of Michigan, Artis Baccalaureate, Phi Beta Kappa (1973)