617-720-6040

“Every plan has a story behind it. Learning more about each client’s goals makes the planning process personal and fun.”

Ruth Mattson.
Bove & Langa
10 Tremont Street
Suite 600
Boston, MA 02108
Tel: 617-720-6040
Fax: 617-720-1919
www.bovelanga.com
mattson@bovelanga.com

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Ruth Mattson

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Ruth helps clients implement comprehensive plans that meet their personal, family, and professional goals. As part of her estate planning practice, Ruth focuses on international planning, including planning for overseas assets, forming offshore asset protection trusts, planning for a spouse who is not a U.S. citizen, and helping U.S. beneficiaries plan to receive gifts and inheritances from abroad. For clients with unreported foreign assets, Ruth coordinates with accountants to help bring the clients into compliance with their FBAR and other reporting requirements. Additionally, Ruth advises trustees and Personal Representatives with the administration of trusts and estates, including local and multinational trusts and estates.

Practice Areas
  • Cross-Border and International Planning
  • Estate Planning
    • Advanced Tax Planning and Gifting
    • Charitable Giving and Philanthropy
    • Prenuptial Agreements, Post-Marital Agreements, and Cohabitation Agreements
    • Purpose Trusts
    • Supplemental and Special Needs Trusts
    • Family Business and Succession Planning, including Buy-Sell Agreements
    • Planning with Life Insurance
    • Retirement Benefit Planning
  • Trust, Estate and Probate Administration
  • Probate Law
    • Uncontested Trust Reformation Actions
    • Uncontested Guardianship and Conservatorship Matters
Sample Matters
  • Planning for tax efficiency, including gifting strategies, life insurance strategies, and retirement account planning for clients with estates over the federal estate tax threshold
  • Philanthropic planning that goes beyond traditional charitable giving, including family foundations, creative use of donor advised funds, split-interest giving, and trusts that can engage in targeted social and philanthropic investing
  • Domestic and international asset protection planning, including forming trusts, forming foundations, and implementing complex structures
  • Planning for ongoing governance of family wealth using directed trusts, purpose trusts, and other entities to hold and manage property
  • Managing international, multinational, and cross-border plans, often involving property in several different countries, family members who are citizens of various nations, and tax and compliance reporting for multiple jurisdictions
Faculty Appointments

Lecturer in Law:  Boston University School of Law, Graduate Tax Program, 2015-present

Books and Texts
  • Editor, “Guardianship and Conservatorship Practice Under the Massachusetts Uniform Probate Code, (MCLE, new editor pending)
  • Author, “Trust Principal and Income”, UNDERSTANDING AND USING TRUSTS (MCLE, 2015 to present)
  • Co-author, “Drafting Simple Will and Trust Clauses”, MASSACHUSETTS BASIC PRACTICE MANUAL, (MCLE, 2012 to present)
  • Co-author, “Conservatorship”, Guardianship and Conservatorship Practice Under the Massachusetts Uniform Probate Code, (MCLE, 2009 to present)
  • Co-author, “Guardians and Conservators”, MASSACHUSETTS PROBATE MANUAL, (MCLE, 2010 to present)
  • Co-author, “Guardians and Conservators”, ESTATE PLANNING FOR THE AGING OR INCAPACITATED CLIENT IN MASSACHUSETTS, (MCLE, 2012 to present)
  • Author, “Separation and Divorce: A Unique Window of Opportunity for Income Tax Planning and Estate Planning,” 38th Annual Notre Dame Tax and Estate Planning Institute, September 19-21, 2012
Articles and Presentations
  • Presenter – Webinar: “Legal Issues when Filing Delinquent FBARS & International Information Returns” Aug. 15, 2017 Presented through CPAacademy.org.  Click here to link to “Some U.S. Reporting Requirements for Foreign Assets”
  • Speaker, “Foreign Trusts, Trust for S Corporation Stock & Special Trusts,” Income Taxation of Estates & Trusts (MCLE, 2016 – present)
  • “The Purpose Trust: Drafting Becomes a Work of Art,” Estate Planning (October, 2016)
  • Moderator, “Will & Trust Drafting Master Class” (Massachusetts Continuing Legal Education (MCLE) 2013-present)
  • Speaker, “Will and Trust Drafting Techniques, Second Session” (MCLE, 2010-present)
  • Panelist, “Third Party Irrevocable Spendthrift Trusts and Divorce:  The Ticking Time Bomb:  How Family Courts Can Blow Up the Estate Plan” (American Bar Association RPTE Section 28th Annual Spring Symposia, 2016)
  • Speaker, “Will and Trust Drafting:  IRA Beneficiary Trusts, Domestic Asset Protection Trusts, and Directed Trusts” (Pennsylvania Elder Law Association, 2016)
  • Co-Speaker, “Preparing Gift Tax Returns” (Boston Bar Association, 2016)
  • Speaker, “Trust Administration Issues for the Trustee of a Non-Resident Non-Citizen Oklahoma Preservation Trust Settlor with Multi-National Family Beneficiaries” (Oklahoma Bar Association, 2015)
  • Co-Speaker, “Marital Trust Planning for Beginners,” (Massachusetts Bar Association Third Annual Probate Law Conference 2015)
  • Co-Speaker, “Planning with Life Insurance” (Massachusetts Bar Association Second Annual Probate Law Conference, 2014)
  • Co-Speaker, “Drafting Estate Plans Under the New MUPC” (MCLE, 2011-2013)
    Panelist, “The New MUPC – A Brief Primer” (Estate and Business Planning Council of Worcester County, 2011)
  • Co-Speaker, “Preparing for 2012: Updating Forms for the MUPC” (Boston Bar Association, 2011)
  • Co-Speaker, “Litigating in Different Counties: Helping the Probate Courts to Help Us” (Boston Bar Association, 2010)
  • Speaker, “Avoiding and Resolving Undue Influence and Will Contests” (Trusts and Estates Consortium, 2009)
  • Co-Speaker, “Avoiding Common Estate Planning Errors” (MCLE, 2009)
  • Co-Speaker, “Tax Implications of Divorce” (Worcester County Bar Association, 2009)
Memberships
  • Boston Estate Planning Council (“BEPC”): Board member, 2015 to present; Chair, Governance Committee, 2016-2017, Chair, Programs Committee, 2015-2016; Vice Chair, Programs Committee, 2014-2015; Vice Chair, Public Relations Committee 2013-2014, 2011-2012; Chair, Developing Professionals Committee, 2010-2011; Co-Chair, Young Professionals Alliance Committee, 2009-2010
  • The Boston Foundation: Professional Advisors Network 2014-2017
  • Worcester County Estate and Business Planning Council: Executive Committee, 2010-2012
  • Women’s Bar Association: Mentoring Circle Co-Coordinator, 2008-2010
  • Boston Bar Association: Trusts and Estates section
Admissions
  • Massachusetts, 2006
  • Pennsylvania, 2006
Education
  • Boston University School of Law – LL.M., Graduate Tax Program, 2008
  • Temple University, School of Law – J.D., 2005
  • DePauw University, – B.A., 1998