Geoffrey M. Mason

Partner

Geoffrey Mason advises high net worth clients on estate planning and trust administration. He works with private equity and venture capital principals, corporate executives, and entrepreneurs to develop and implement estate and gift plans that meet their personal and financial goals in a tax-efficient manner. Geoff also serves as trustee of many family trusts, and advises trustees and beneficiaries in connection with investment, tax, and fiduciary matters.

Recognition

  • The Best Lawyers in America (2023-2025)
  • Boston Magazine “Top Lawyers” (2021)
  • Chambers High Net Worth (2021-2024)

Publications and Presentations

  • “Marital Estate Planning After Tax Reform,” co-presenter, Massachusetts Continuing Legal Education, Inc., July 2019 and July 2018
  • “2017 Tax Reform/Charitable Planning Update,” co-presenter, State Street Global Advisors Charitable Asset Management 2018 Gift Planning Conference, April 10, 2018

Education & Credentials

New York University School of Law
JD, 2005, cum laude
Robert McKay Scholar
Colby College
BA, 2000, with honors

Admissions

Massachusetts

Geoffrey's Insights

Publications 11.07.2024

IRS Releases Annual Inflation Adjustments for Tax Year 2025

The Internal Revenue Service (IRS) has released annual inflation adjustments for 2025. They include increased gift, estate, and generation-skipping transfer (GST) tax exemptions and annual gift tax exclusions, and new income tax brackets.

Publications 09.10.2024

Donors Take Care: How to Avoid Charitable Giving Scams

The Federal Trade Commission and the attorneys general of 10 states filed a lawsuit in federal court against Cancer Recovery Foundation International (aka Women’s Cancer Fund or the “Fund”), and its president, Gregory Anderson, alleging that they raised $18 million over a five-year period from donors who wanted to help cancer patients, but that only 1% of the money went to help the patients.

Announcements 08.15.2024

Choate Attorneys Recognized in Best Lawyers in America® 2025

The Best Lawyers in America® has recognized 44 Choate attorneys in its 2025 edition. Recognition in Best Lawyers® is based entirely on peer review and is widely regarded by both clients and legal professionals as a significant honor.

Announcements 07.18.2024

Choate Wealth Given Top Ranking in Chambers High Net Worth 2024

Choate Wealth is ranked as a Band 1 Massachusetts Private Wealth Law practice in the 2024 edition of Chambers High Net Worth (HNW), along with nine partners receiving local and national rankings.

Publications 12.14.2023

Corporate Transparency Act:
LLCs and Other Entities Required to Report Ownership and Control Information to the Federal Government, Deadlines Vary

The new federal disclosure requirements under the Corporate Transparency Act (“CTA”) will come into effect on January 1, 2024, although only certain entities (those formed in 2024) will need to report next year.  For entities formed before 2024, the deadline for reporting will be later, on January 1, 2025.

Publications 11.13.2023

IRS Releases Annual Inflation Adjustments for Tax Year 2024

The Internal Revenue Service recently released annual inflation adjustments for 2024. They include increased gift, estate, and generation-skipping transfer (“GST”) tax exemptions and annual gift tax exclusions, increased retirement account limits, and new income tax brackets.

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