Marc J. Bloostein

In addition to working closely with high net worth individuals, families, entrepreneurs and executives of private and public companies, Marc is a trusted advisor to private equity and hedge fund principals and to their firms. He works with these clients to structure funds to create estate planning opportunities and provides them with strategic advice to address effective wealth transfer, investment and tax alternatives. Marc is recognized for his breadth of experience as an estate planner, as well as for his strong background in estate and gift taxation, charitable trust law and fiduciary law. He regularly provides advice on complicated trust matters, some of which involve high-stakes litigation.

Marc is a frequent writer and lecturer on trusts and estates topics, and he played an important role in the enactment of the Massachusetts Uniform Trust Code in 2012. Marc is a fellow of the American College of Trust and Estate Counsel. He has regularly been included in Chambers USA: America’s Leading Lawyers for Business, The Best Lawyers in America and Massachusetts Super Lawyers, and was named Best Lawyers’ 2015 Boston Trusts & Estates “Lawyer of the Year.”

Marc earned a B.A. from Brandeis University in 1985 and a J.D. from Cornell Law School in 1988. He served as law clerk to the Honorable Stanley S. Brotman of the United States District Court for the District of New Jersey from 1988 to 1989.