Barbara Dallis has over thirty five years of experience in the field of estate planning and trust and estates administration. With clarity, warmth and compassion, Barbara advises clients on planning for the needs of loved ones, protecting family members, and providing for future generations. She designs structures to minimize transfer tax burdens, avoid probate, and preserve property across multiple generations.
Barbara handles sophisticated and traditional estate planning matters, routinely preparing wills, powers of attorney, health care proxies,. revocable and irrevocable trusts, and other vehicles to implement strategies that minimize taxes, facilitate asset management, and provide support for family members and individuals who cannot manage funds directly.
Guiding clients during times of loss, Barbara handles all aspects of estate and trust administration, as well as post-mortem planning. At clients’ request, she also serves as professional Trustee on various family trusts.
Barbara has been named as one of Boston Magazine’s Top Lawyers.
Beyond her legal practice, Barbara is a certified Master Gardener, volunteering regularly to maintain public historic gardens and food pantry farms throughout eastern Massachusetts and to share horticultural knowledge with the community.