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Anna M. Eckert Byrne
About Anna
Biography
Anna is an estate planning attorney with over twenty years of experience. Her decision to establish her own firm stems from a desire to create estate plans that encompass more than just the transfer of tangible assets. Her life experience as a young widow revealed a need to pass on wisdom and values to help those left behind. Anna’s goal is to help her clients express their values and pass those on along with their assets with the lowest expense and tax impact possible.
Anna has been a member of the Massachusetts and New York bars since 1994. She began her career in tax at the Massachusetts Department of Revenue and Internal Revenue Service. Anna then worked at a large regional financial planning firm advising entrepreneurs and business owners in creating tax efficient stock option and investment strategies and advanced estate planning solutions. Subsequently, she was involved as a principal at an early-stage venture capital firm and served as corporate counsel to a business incubator.
In 2001 she founded the registered investment advisor company, Kirkland Advisors, LLC, which provided comprehensive tax, financial and investment planning to individuals. She entered private practice in 2005 and worked with a South Shore law firm advising individuals and small business owners to create estate and business succession plans and small business matters.
Practice Areas
3
Practice Areas
Fees and Rates
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Chat withLicenses
Licensed in New York for 30 years
State: New York
Acquired: 1996
No misconduct found
Licensed in Massachusetts for 31 years
State: Massachusetts
Acquired: 1994
No misconduct found
Location
Eckert Byrne, LLC
222 Third Street, Suite 3220, Cambridge, MA, 02142
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Anna M. Eckert Byrne's Reviews
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3 Client Reviews
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What Clients Mention
Showing 1 - 3 of 3 reviews
Posted by Tom | February 22, 2013
Anna gets to the bottom line--no on the job training
Anna is extremely well regarded in her specialty area of practice. She has the knowledge to quickly arrive at a proper strategy. I found her smart, efficient and client-focused. Since I'm a difficult client, to say the least, her reassuring style and level of service gave me such confidence that I ...
Posted by anonymous | April 25, 2011
Excellent Estate Planning Lawyer who speaks plain english
Anna provided me and a client with thorough and sound legal advice in a format that we could understand very easily. I think that it is one of Anna's fortes that she can take complicated legal-ese and present it in a fashion that is logical, concise and well-grounded.
Posted by Peter & Jean | March 04, 2010
Highly Recommending Anna Eckert Byrne
For over 10 years we have had the pleasure to work with Anna Eckert Byrne. She has provided experienced and very helpful advice for our family both personally as well as professionally. We highly recommend her services to new clients and look forward continuing to work with Anna foryears to come.
Anna M. Eckert Byrne's Lawyer Endorsements
"I know Anna through the Boston Bar Association. She is thoughtful, smart, and personable. I would not hesitate to refer clients to Anna. I endorse this lawyer."
"I have known Anna for over a decade through the National Network of Estate Planning Attorneys. I have had the pleasure of working closely with her on a number of estate planning related matters and have always found her to be an excellent attorney with a strong command of technical legal concepts. Perhaps what impresses me the most about Anna is her commitment to deliver services in a caring and compassionate manner. Anna has significant experience working with clients of all age groups and places great emphasis in ensuring her clients understand the mechanics of their plan. She is a true professional I am honored to call a colleague and a friend. I highly endorse this lawyer!"
"It gives me great pleasure to endorse Attorney Byrne in the area Estate Planning and Elder Law. Not only is Anna very knowledgeable in the area, but most importantly she is compassionate about her clients and really cares about making sure that their estate planning situations are resolved in a personalized and meaningful way. If I had family in the Boston area, I would definitely recommend that they use Attorney Byrne. Thom L Cooper Ohio Certified Elder Law Attorney"
"With her experience, Anna has the knowledge and has put put the processes in place to make the estate planning process easy and quick for her clients. Anna has put together a comprehensive package for her estate planning clients that walks them through the entire process and helps them focus on their ultimate goals. I would recommend Anna to any of my clients."
"Anna is a smart, hard working professional, with a good grasp the complexities of trust administration and probate law."
"I have known Anna for almost 20 years and find her to be extremely competent, conscientious and caring. She is the kind of attorney that I would want to refer my own family members to for estate planning. It is without hesitation that I endorse Anna and recommend her wholeheartedly."
"I've had the opportunity to get to know Anna and build our practice alongside of one another. Without exception, Anna is the first person I turn to for technical guidance on estate planning matters and she never fails to guide me with the correct answer. It doesn't hurt that she's a fellow RedSox fan...."
Kristin Dzialo
Estate planning lawyer
Thom Cooper
Elder law lawyer
Anjali Stevenson
Family lawyer
Tiffany O'Connell
Estate planning lawyer
Experience
Honors
2015
2015 SuperLawyer, SuperLawyers
2014
Top Woman of the Law, Massachusetts Lawyers Weekly
2009
Certified National Network Estate Planner, National Network of Estate Planning Attorneys
2006
Certificate in Trust and Estate Planning, Foundation for Continuing Education
Work Experience
2009 - Present
Principal, Eckert Byrne LLC
2004 - 2008
Attorney, Cook & Associates PC
2001 - 2004
Advisor, Kirkland Advisors LLC
Associations
2012 - Present
Society of Trust and Estate PractitionersMember
2011 - Present
WealthCounselMember
2011 - Present
Boston Bar AssociationMember
2011 - Present
AATEELA American Association of Trusts, Estates & Elder Law AttorneysMember
2009 - Present
Boston Estate Planning CouncilMember
2009 - Present
Kendall Square Association
2009 - Present
Massachusetts Bar AssociationMember
2009 - Present
Advisors in PhilanthropyMember
2010 - 2011
National Network of Estate Planning AttorneysChair of the MA Conference
2008 - 2011
National Network of Estate Planning AttorneysMember
Education
1994
New England Law | Boston
Juris Doctor
1991
New York University
BA - Bachelor of Arts
Speaking Engagements
2014
Technology in the Law Office
Technology in the Law Office: TextExpander
2013
WealthCounsel
Estate Planning for Digital Assets
2013
Cambridge Trust Company
The Fiscal Cliff Legislation
2013
AATEELA Spring Conference - San Antonio
Estate Planning for Digital Assets
2012
Private Event
Estate Planning Basics
2012
National Business Institute- The New MA Uniform Probate Code
The New MA Uniform Probate Code
2012
American Association of Trust, Estate and Elder Law Attorneys
AATEELA zero estate tax planning
2012
American Association of Trust, Estate and Elder Law Attorneys
Practice management
2011
Zero Estate Tax Planning
Zero Estate Tax Planning
2011
Zero Estate Tax Planning
Sophisticated estate tax and charitable planning techniques
2011
Probate Procedures: The Essentials for Paralegals
Probate Administration
2011
Probate Procedures-The essentials for paralegals
Probate Administration
2010
Fall 2010 Collegium
Basics of Chartiable Remainder Trusts
2009
Guardianships and Conservatorships under the new MAUPC
Changes to guardian and conservator practice in MA
Publications
2014
Investment News
Latest Wrinkle in Estate Planning: Digital Assets
2009
AfterFiftyLiving.com
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