Erika Stein
Managing Member (2017- present), Principal at Morrison Sund PLLC- Claim this Profile
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Bio
Chris Denton
I recently completed an estate planning transaction with Erika and I couldn't be happier. She is knowledgable, intelligent, patient with her explanations, thorough, thoughtful and asks all the right questions to determine the best personal plan. My husband and I felt complete comfort working with her and I highly recommend her services.
Sonia Coelho Mosch, PhD, ABPP
Erika has been instrumental in the development of our consulting company, Design Psychology Consultants.
Chris Denton
I recently completed an estate planning transaction with Erika and I couldn't be happier. She is knowledgable, intelligent, patient with her explanations, thorough, thoughtful and asks all the right questions to determine the best personal plan. My husband and I felt complete comfort working with her and I highly recommend her services.
Sonia Coelho Mosch, PhD, ABPP
Erika has been instrumental in the development of our consulting company, Design Psychology Consultants.
Chris Denton
I recently completed an estate planning transaction with Erika and I couldn't be happier. She is knowledgable, intelligent, patient with her explanations, thorough, thoughtful and asks all the right questions to determine the best personal plan. My husband and I felt complete comfort working with her and I highly recommend her services.
Sonia Coelho Mosch, PhD, ABPP
Erika has been instrumental in the development of our consulting company, Design Psychology Consultants.
Chris Denton
I recently completed an estate planning transaction with Erika and I couldn't be happier. She is knowledgable, intelligent, patient with her explanations, thorough, thoughtful and asks all the right questions to determine the best personal plan. My husband and I felt complete comfort working with her and I highly recommend her services.
Sonia Coelho Mosch, PhD, ABPP
Erika has been instrumental in the development of our consulting company, Design Psychology Consultants.
Experience
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Morrison Sund PLLC
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United States
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Law Practice
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1 - 100 Employee
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Managing Member (2017- present), Principal
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Jan 2015 - Present
Erika focuses her practice on estate planning, probate and trust administration, tax planning, business succession planning, and providing general legal counsel to closely-held businesses. As part of the Trusts & Estates team at Morrison Sund PLLC, she works closely with individuals and families to help clients structure their estate plans to meet all of their objectives in the most tax efficient manner possible. Erika assists her clients in designing plans for their circumstances with… Show more Erika focuses her practice on estate planning, probate and trust administration, tax planning, business succession planning, and providing general legal counsel to closely-held businesses. As part of the Trusts & Estates team at Morrison Sund PLLC, she works closely with individuals and families to help clients structure their estate plans to meet all of their objectives in the most tax efficient manner possible. Erika assists her clients in designing plans for their circumstances with familiar estate planning documents such as wills, revocable trusts (living trusts), financial powers of attorney, health care directives (living wills), as well as more sophisticated documents when circumstances dictate such as trusts for children or grandchildren (including Special Needs and Supplemental Needs Trusts), irrevocable life insurance trusts (ILITs), grantor retained annuity trusts (GRATs), qualified personal residence trusts (QPRTs), intentionally defective grantor trusts, installment sales, charitable remainder trusts (CRTs), charitable lead trusts (CLTs), cabin trusts, family limited partnerships, family foundations, limited liability companies, corporations (including not-for-profit corporations), and buy-sell agreements. Erika joined Morrison Sund in 2012, having begun her legal career as an attorney in the business department of Rackemann, Sawyer, and Brewster PC in Boston, MA.
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Attorney
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Apr 2012 - Dec 2014
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Resonance Law, PLLC
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Law Practice
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President, Attorney
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Jun 2010 - Apr 2012
Resonance Law is a law firm created by professionals who share a passion for nurturing the intelligent development of innovative businesses. Resonance Law provides general corporate legal services tailored to early-stage and high-growth companies as well as companies at key transition points. Resonance Law is a law firm created by professionals who share a passion for nurturing the intelligent development of innovative businesses. Resonance Law provides general corporate legal services tailored to early-stage and high-growth companies as well as companies at key transition points.
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Co-Founder
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2010 - 2012
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President and CEO
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2007 - Oct 2010
Strategic consulting, including business development, business planning & general advisory services. Strategic consulting, including business development, business planning & general advisory services.
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Thomson Reuters
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Canada
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Software Development
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700 & Above Employee
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Attorney
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2003 - 2004
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Rackemann, Sawyer & Brewster
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United States
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Law Practice
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1 - 100 Employee
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Associate
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1999 - 2002
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Sherin and Lodgen LLP
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United States
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Law Practice
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1 - 100 Employee
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Legal Intern
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1998 - 1999
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KP Law, P.C.
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Law Practice
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1 - 100 Employee
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Summer Associate
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1998 - 1998
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Education
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Northeastern University School of Law
Doctor of Law (J.D.) -
Wellesley College
Bachelor of Arts (B.A.), Philosophy and Political Science -
Hopkins High School