Dale Ann Kaiser
Practice
Dale Ann Kaiser concentrates her legal practice in estate and family business planning and estate and trust administration. Dale works closely with clients and their families and advisors to design and implement a comprehensive estate plan to meet that family’s goals. She is knowledgeable about all aspects of estate and gift planning including generation-skipping, asset protection, special needs and charitable planning. Dale combines her technical expertise with creativity and pragmatism.
Dale has extensive experience in estate and trust administration. In this role, she advises fiduciaries about probate, estate taxes, trust funding, and distributions. Dale also works with business owners in forming entities and planning for business succession.
In 2014, Dale was awarded the Accredited Estate Planner® (AEP) designation by the National Association of Estate Planners and Councils (NAEPC) and the Boston Estate Planning Council (BEPC). The AEP designation recognizes Dale's achievement of graduate level specialization in estate planning in addition to her already recognized professional credentials within the discipline. Dale received the award in acknowledgement of her experience, knowledge, education, professional reputation, and character in the field of estate planning and estate and trust administration.
Prior Experience
Dale has been practicing law since 1983 in New York and Massachusetts. She established the Kaiser Law Group in 1999 with the goal of providing clients with technical expertise, personal attention and superior legal services in a convenient suburban location. Prior to establishing the Kaiser Law Group, Dale practiced for over a decade in the private client departments of large Boston law firms.
Education
- State University of New York at Buffalo – J.D.
- State University of New York at Buffalo – M. Ed.
- University of Rochester – B.A.
Associations, Admissions and Memberships
- Massachusetts Bar – admitted 1987
- New York Bar – admitted 1984
- Massachusetts Bar Association
- New York Bar Association
- Boston Bar Association
- Boston Estate Planning Council, Board of Directors
- YWCA Cambridge, Former member of Board of Trustees
Community
Dale has appeared as an estate planning guest expert at numerous seminars and on several local radio shows and has been quoted on estate planning topics in local newspapers and Fidelity Focus magazine. In 2009, she was an adjunct professor at Northeastern University School of Law teaching a course in Trusts and Estates. Dale has volunteered as a member of the Board of Trustees of the YWCA Cambridge to advocate for the needs of indigent women. Dale is a long time resident of Needham, where she raised her children.
