978.745.6006 jackie@vosslees.com

Estate & Gift Taxation


Families that don’t plan ahead for estate and gift taxation may suddenly find themselves in unexpected circumstances — facing unanticipated and unwelcome financial realities.

Attorney Jacqueline Voss Lees helps her clients avoid the unexpected by creating effective estate tax plans that will protect her clients’ assets during important periods of transition.

Attorney Voss Lees holds a Masters of Law (L.L.M) degree in Estate Planning and Elder Law, a degree which reflects significant concentration in estate, gift, income, fiduciary and generation-skipping taxation. This degree, along with her extensive real-world experience, enables her to craft highly effective and personalized plans that help her clients reduce estate and gift tax obligations to an absolute minimum, if not steer clear of those obligations altogether.


A Tax-efficient Estate Plan Remains a Necessity Despite Changes in Federal Law

As many people know, there has been significant federal legislation that changed the estate, gift and generation-skipping tax laws. As a result, the Federal exemption for those three taxes is over $12 million dollars per person. Consequently, many people are lulled into believing that tax planning is now unnecessary.

However, Massachusetts has an estate tax with only a $1 million dollar exemption. Even in today’s economic times, an estate, for tax purposes, can easily reach $1 million dollars. The value of a taxable estate includes your home, retirement benefits, life insurance and all other assets owned, whether individually or jointly with another person.

Therefore, to avoid or lessen the taxation impact, a tax-efficient estate plan is necessary to preserve wealth for families.

What Our Customers Say. . .

Legal expertise with clarity, empathy and consideration…

"Attorney Voss Lees is very thorough and she provides her legal expertise to us with clarity, empathy and consideration. We especially appreciate her prompt responses to our questions and concerns at any time which reassures us that our legal matters are up to date through our continued relationship."

Estate Planning Client, Wakefield, MA

Estate planning peace of mind…

"My husband and I found our experience with her to be very gratifying.

Attorney Voss Lees was professional, thorough, friendly and accommodating. It was a pleasure working with her in connection with our estate planning and now we have peace of mind. Thank you so much for everything."

As a family, we always feel that Jackie is there for us.

I have been a client of Jackie's for nearly 10 years now and the trials and tribulations of life sometimes necessitate the need for representation in family court, real estate matters, small business matters, estate planning, ETC... Myself,  my wife and my family have all turned to Jackie in our times of need for her knowledge and skill set. Jackie always responds to emails or phone calls in a timely manner and is very punctual, she explains the process of the task at hand and is very open to feedback, suggestions and the like from clients. 

As a family, we always feel that Jackie is there for us. There is no handing off to an associate or paralegal, from the first email or phone call all the way through to the closing gavel or having the last document signed, the client has Jackie at their side every step of the way. I highly recommend Jackie, I don't know how she accomplishes so much, but I sure am grateful that she does!

"Forever Indebted"
Danvers, Ma.


Brilliant Attorney for Our Family

Attorney Lees has been our family attorney for over twenty eight years. She has been extremely effective in dealing with the many legal issues we have encountered.   She has a brilliant legal mind and is totally committed to doing the best she can for her clients; she never gives up.  There is no better lawyer than Jackie Lees!

Multi-Service Family & Business Client


27 Congress Street, Suite 1512

     Salem, Massachusetts 01970


108 Main Street

    Amesbury, Massachusetts 01913


  978 745-6006 (office)

  978 745-9071 (fax)

The information you obtain at this site is not legal advice. You should use the content of this website for informational purposes only. No attorney-client relationship can be formed through this website. This webpage may be considered "advertising" under the Massachusetts SJC Rule 3:07.