Serving the State of New Hampshire Since 1908
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Jeanne S. Saffan

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Bio

Jeanne advises individuals, families, organizations, business owners, and fiduciaries on a diversity of legal matters unique to each client’s situation. Jeanne’s practice includes planning for end of life and disability, including the preparation of wills, advance directives and powers of appointment. Jeanne also counsels clients on the benefits of revocable living trusts for wealth management and probate avoidance. Jeanne provides sophisticated planning for business owners interested in creating succession plans that transfer assets to future generations, and individuals interested in the preservation and management of family properties.

Jeanne guides executors with the administration of estates through the probate courts, and advises both executors and trustees on their fiduciary responsibilities in connection with the division, distribution, and reporting of estate and trust assets. Jeanne also regularly advises beneficiaries of estates and trusts about their rights, and the process of estate and trust administration.

Jeanne is experienced with all stages of the business life cycle. Jeanne assists entrepreneurs with choice of entity issues and business formations, and provides guidance on governance and management matters. Jeanne prepares and reviews executive and physician employment agreements, buy-sell agreements, and conducts asset, stock and membership interest purchases and sales. Jeanne’s advises clients on employment matters, and is a professionally trained workplace investigator in the resolution of employee/employer disputes for both private and public employers.

Jeanne graduated Cum Laude from Suffolk University Law School in 2003 after having a successful career in the semiconductor industry. Jeanne in licensed to practice in New Hampshire, Massachusetts and New York. Jeanne is a member of the New Hampshire Estate Planning Council, former chair of the Elder Law, Estate Planning Practice Section of the New Hampshire Bar Association, a member of the Probate and Property Section of the American Bar Association, and the New Hampshire Women’s Bar Association. Jeanne is also a member of the Association of Workplace Investigators and the Society of Human Resource Managers.

Jeanne resides in Bedford, NH, and has one grown daughter, Jessica. When she is not working, Jeanne enjoys skiing, playing music, and working on challenging crossword puzzles.

Assistant: Bethany Dogan

Education
  • BA SUNY Cortland - University
  • MA SUNY Stony Brook - Graduate School
  • JD, Cum Laude Suffolk University Law School - Graduate School
Practice Areas
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Representative Matters

  • Estate Planning & Probate Administration 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.

  • Estate Planning & Probate Administration Protecting Individuals With Disabilities

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

  • Estate Planning & Probate Administration 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.

  • Estate Planning & Probate Administration 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.

  • Estate Planning & Probate Administration 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.

  • Estate Planning & Probate Administration Estate, Trust, and Probate Administration

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

  • Estate Planning & 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.

  • Estate Planning & Probate Administration Gifting Plans

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

  • Estate Planning & Probate Administration 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 & Probate Administration Asset Allocation

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

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Blog Posts by Jeanne S. Saffan

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