Michael Foos, J.D., CTFA
Trust Counsel at Loring, Wolcott & Coolidge Trust, LLC- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Experience
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Loring, Wolcott & Coolidge Trust, LLC
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United States
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Financial Services
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1 - 100 Employee
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Trust Counsel
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May 2021 - Present
Boston, Massachusetts, United States
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Trust Advisor
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Aug 2017 - May 2021
Boston, Massachusetts
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Trust Administrator
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Nov 2015 - Aug 2017
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U.S. Trust
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Financial Services
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700 & Above Employee
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Assistant Vice President, Trust Administrative Officer II
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Aug 2015 - Nov 2015
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Officer, Trust Administrative Officer II
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Feb 2015 - Jul 2015
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Officer, Trust Administrative Officer I
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Aug 2014 - Feb 2015
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Trust Administrative Officer I
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Dec 2013 - Jul 2014
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Law Clerk
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Feb 2013 - May 2013
Concord, NH Analyzed the tax implications of changes to N.H. LLC laws and informed DRA employees on those implications. Redrafted expired revenue regulations. Analyzed the interplay between the IRC and N.H. tax laws. Drafted civil motions. Coordinated with Attorney General’s office in representing the DRA in court.
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Education
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2010 - 2013
Suffolk University Law School
Juris Doctor (J.D.), Business Concentration with Distinction -
2006 - 2010
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), History and Political Science
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