Beyond the Numbers: Legal Strategies Advisors Should Know for Major Life Events

Theresa B. Ramos is a partner at Tracey, Roman & Ramos, PC where she concentrates her practice in all matters of domestic relations. Prior to joining Tracey, Roman & Ramos, PC, Ms. Ramos was a partner at Goldstein, Egloff, Ramos & Wood, LLP where she focused primarily on domestic relations. She served as a Judicial Law Clerk to the Justices of the Massachusetts Probate and Family Court (2001-2002). She is a past Co-chair of the Boston Bar Association's Family Law Steering Committee, a past co-chair of the BBA's Family Law Section Communications Sub-committee and a past member of the Massachusetts Bar Association's Family Law Section Council. Ms. Ramos is a member of the Boston Bar Association, Greater Boston Family Law Inn of Court and presenter at the Massachusetts Continuing Legal Education programs. She has received the honor of Massachusetts Super Lawyers (2020-present) and Massachusetts Rising Star, in Family Law (2009 – 2012).

Rachel Meagher is a Principal in Choate, Hall & Stewart's Wealth Management Group, where she advises high net worth families and individuals on all aspects of their estate plans, including both tax and non-tax considerations, and on the administration of trusts and estates.  Her practice focuses on inter-generational planning and sophisticated wealth transfer techniques.  Rachel enjoys working closely with her clients to ascertain their individual goals and concerns and brings her years of experience in trusts and estates to identify and implement practical, tax-efficient solutions.  Prior to joining Choate, Rachel worked at several large and international law firms and spent nearly a decade practicing trusts and estates in New York.