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Winifred Li

Winifred, click here to claim your profile for free! Ropes & Gray

47 years of experience
Business Law
Massachusetts, Massachusetts, 1977, New York, New York, 2004

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Practice Area

Business Law

Additional Practice Area

Private Client Group

Jurisdictions Admitted to Practice

Massachusetts
Since 1977

Massachusetts, 1977

New York
Since 2004

New York, 2004

Professional Experience

Partner: Ropes & Gray; Current

: Current; Winifred has many years of experience as a trustee of numerous trusts, including court, inter vivos revocable, irrevocable, and charitable trusts. As trustee she has worked extensively on the investment, tax and legal aspects of trusts as well as with the varied interests of trust beneficiaries. In addition to working with clients who include high-net worth individuals, generations of families, executives and business owners, her practice also includes advising other individual and institutional trustees.Winifred also has substantial experience planning for the complex issues involved in the disposition of family businesses, partnerships, S, C, and charitable corporations, limited liability companies, and family owned real estate. Her estate planning clientele encompasses individuals who own a variety of assets in many jurisdictions and she is especially adept at handling the intricacies of these types of complicated matters. Winifred works closely with her diverse clients to provide them with timely advice respecting wealth transfer and tax alternatives in the context of their family objectives.In addition to being recognized for her diverse experience, Winifred is also a frequent speaker and writer on estate planning topics. Representative publications of her contributions include sections of the Massachusetts Continuing Legal Education’s (MCLE) Preparing Estate Tax Returns: “Schedule J of Form 706-Funeral Expenses and Expenses Incurred in Administering Property Subject to Claims;” “Schedule K of Form 706-Debts of the Decedent, Mortgages, and Liens;” and “Schedule L of Form 706-Net Losses During Administration.” She is also the co-author of the first section of MCLE: What Estate Planners Need to Know About HIPPA and co-author of “Generation-Skipping Transfer Tax Problems” which appears in MCLE: Drafting Irrevocable Trusts in Massachusetts (2005).

Education