Charles R. Platt

Partner

  • 617-557-9757
  • 617-227-0781
  • 75 State Street
  • Boston, MA 02109

Charles R. Platt

Partner

  • 617-557-9757
  • 617-227-0781
  • 75 State Street
  • Boston, MA 02109

Practice Focus

Charlie Platt works with individuals and families on their personal planning needs, including estate and charitable planning, as well as probate and trust administration. With an eye toward the efficient transfer and preservation of wealth, he focuses on estate, gift, generation-skipping, and income taxes. Charlie helps clients to create and implement estate plans with an emphasis on practical solutions tailored to the individual family’s needs. He has extensive experience with insurance planning, planning with private equity and hedge fund interests, and transfers of real estate, as well as planning with privately held businesses, including succession planning. Before joining Hemenway & Barnes, Charlie spent seven years working at a large New York law firm, and he continues to serve both Massachusetts and New York clients.

Accolades

Named as a Super Lawyers Rising Star in Massachusetts and New York

Selected Activities and Publications

  • Co-authored the Trusts & Estates Magazine article, “Depression-Era Trusts Come Home to Roost,” December 2016
  • Former Co-chair, Tax Law Updates Committee, Trusts and Estates Section, Boston Bar Association
  • Secretary of New York City Bar Trusts, Estates, and Surrogate’s Courts Committee, 2011-2013
  • Co-authored “Mitigating New York Trust Income, Tax Return Preparers Pay Attention!” in Steve Leimberg’s Income Tax Planning Newsletter, March 2013
  • Co-authored “New York State and City Income Taxation of Nongrantor Trusts: Rules and Opportunities,” 37 Tax Mgmt. Est., Gifts & Tr. J., July 2012
  • Authored “Planned Giving and the Model Rules of Professional Conduct,” The Family Foundation Advisor, November 2010
  • Spoke at ALI-ABA’s Charitable Giving Techniques Continuing Legal Education seminar regarding Ethical Issues in Planned Giving, June 2010
  • Delivered presentation “Estate Planning for Parents: Documents To Consider Regardless of Your Wealth (Or Lack Thereof)” as part of Diversity Committee Lecture Series, October 2009

Charlie’s Comment on Estate Planning

“The role of an estate planning lawyer entails developing customized, creative solutions to real-life issues. I love getting to know clients, learning about what is important to them and their families, and assisting them with their planning needs, whether it be a simple will and health care proxy or a complex multi-generational estate plan. I feel privileged to be a part of the Hemenway & Barnes private client group, where the commitment to understanding and serving clients is at the heart of every action.”

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