Upton & Hatfield values the health and well-being of our employees, clients, families, and communities. To uphold these values, we have implemented recommendations from the Center for Disease Control by encouraging our employees to work remotely whenever possible. This does not change our commitment to you, and we are still available to handle your legal needs and provide you with the highest quality legal services during these unsettled times. Our offices are open, but for urgent matters only in conformity with state and federal authority recommendations. If you have any questions or concerns, we are ready and available to discuss them with you. We want all of us to stay safe while we work during this temporary situation.

Jeanne S. Saffan

Jeanne Saffan

Jeanne Saffan has extensive experience providing legal counsel to individuals, families, organizations, and business owners focusing on wealth preservation and the transfer of assets to future generations and charitable organizations.

Jeanne assists her clients in the preparation of estate plans including wills, revocable and irrevocable trusts, special needs trusts, powers of attorney and guardianships. Jeanne also assists her clients in the formation and governance of business entities and the creation of business succession plans that minimize taxes and achieve the client’s estate planning goals.

Jeanne's experience includes estate planning, estate and trust administration, guardianships, business entity formation and management, real estate transfers, management of family real estate, transfers of business interests, contracts, and deferred compensation plans. Jeanne advises clients on general employment matters and regularly conducts workplace investigations for both private and public employers.

Jeanne is admitted to practice in New Hampshire, Massachusetts, and New York. Her memberships include the New Hampshire Bar Association and she served as past chair of the Trusts and Estates Section, the New Hampshire Estate Planning Council, the Massachusetts Bar Association, the Probate and Property Section of the American Bar Association, the New Hampshire Women’s Bar Association, the Society of Human Resource Management, and the Association of Workplace Investigators.

Barbara Grey

Representative Matters

  • Estate, Trust, and Probate Administration

    Advised personal representatives, trustees, heirs and beneficiaries on estate, trust, and probate administration. 

  • Company Planning and Compensation Agreements

    Advised business owners on corporate and limited liability company planning and prepared shareholder, operating, buy-sell and non-qualified deferred compensation agreements. 

  • Tax Liability and Succession Planning

    Represented business owners in establishing a gifting program that reduced estate tax liability and provided a plan for the orderly succession and continuity of the business following the parent's death. 

  • Asset Allocation

    Assisted a surviving spouse in identifying and managing the proper asset allocation for the funding of a marital and exempt trust. 

  • Prenuptial Agreements

    Represented a future spouse having substantial separate assets in negotiating a prenuptial agreement which protected her assets while still providing for her spouse in the event of her death. 

  • Advance Directives and Living Wills

    Represented an individual with over $15 million in assets by preparing a complex estate plan that included a will exercising a power of appointment, revocable trust, two irrevocable trusts for her children, an irrevocable life insurance trust, a durable power of attorney for financial matters, advance directives and a living will. 

  • Estate Planning Documentation

    Represented individuals and couples with assets of several thousands to many millions of dollars in the preparation and implementation of appropriate estate planning documents. 

  • Irrevocable Trusts

    Represented grandparents in establishing irrevocable trusts for the education of their grandchildren while retaining greater control over the assets than transfers under the Uniform Transfer to Minors Act would provide. 

  • Protecting Individuals With Disabilities

    Worked with parents with disabled children to implement estate plans involving children with disabilities and special needs. 

  • Gifting Plans

    Implemented gifting plans including qualified personal residence trusts, intentionally defective grantor trusts, and grantor retained annuity trusts. 

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