Patricia E. Malley advises individuals and families on estate planning and estate and trust administration. She specializes in helping transfer wealth to her clients’ next generation via comprehensive gifting strategies and legal avenues while minimizing taxes, providing protection against creditors, preserving assets. She also assists clients in managing the administrative details and legal transactions involved.
Patricia takes time to fully connect with clients, understanding their concerns and working with their financial team to develop an estate plan that encompasses their goals. She strives to treat each client with prioritized, individualized attention and ensure that they feel secure by discussing the various estate plan aspects and providing them with options that will accomplish their objectives.
J.D., magna cum laude, Albany Law School, 2011
B.A., cum laude, St. Lawrence University, 2007
honors & awards
The Best Lawyers in America© – Ones to Watch, Trusts & Estates (2022, 2023)
Special Olympics of Massachusetts
- Certified Coach (2012-2020)
2015 Boston Children’s Hospital Miles for Miracles Boston Marathon Team
Boston Bar Association
Boston Estate Planning Council (BEPC)
Massachusetts Bar Association
Massachusetts Business Alliance for Education
- Emerging Leaders Advisory Council Member
New York State Bar Association
“IRS Issues Proposed SECURE Act Regulations,” Boston Bar Association Trust & Estates Section, March 2022
“Trusts in Massachusetts from A to Z”, Speaker, National Business Institute, February 2023.
“Careers in Trust & Estates Law,” Webinar Speaker, The Real Estate Bar Association for Massachusetts, April 2021.