Attorney Geoffrey M. Aptt
Geoffrey M. Aptt, founder of Aptt Law LLC, is an accomplished attorney with nearly a decade of legal experience. At Aptt Law, Mr. Aptt advises families and business owners on estate plan design and implementation. Of note, Mr. Aptt is frequently consulted on business succession strategies and the tax efficient passing of wealth. He serves as an independent trustee as well as advises trustees and executors on estate administration and probate. He has advised both ultra-high-net-worth families with assets over $300 million (inclusive of business and real estate assets) as well as young families and the elderly.
In addition to estate and tax planning, Mr. Aptt leverages his substantial business experience to serve as outside general counsel assisting closely held family businesses with advisory, transaction support, and employment law consulting.
Education:
- Rhode Island College, B.A. Psychology magna cum laude (2011)
- Roger Williams University School of Law, J.D. cum laude (2014), Assistant Editor for the Law Review.
Bar Admissions:
- Rhode Island
- Massachusetts
- United States District Court for the District of Rhode Island
- United States District Court for the District of Massachusetts
Representative Matters
- Assisted family with one US Citizen Spouse and one non-citizen spouse in protecting over $9,000,000 in real estate holdings for the next generation.
- Advised ultra-high-net-worth family in contentious NY trust dispute with trusts containing millions of dollars in inheritance.
- Advised multimillionaire startup investor on estate tax efficient planning and the use of charitable remainder trusts to provide for causes most dear to him after passing.
- Assisted crypto currency investor with his estate plan taking care not to expose cold storage assets to the web.
Disclaimer:
- The Rhode Island Supreme Court licenses all lawyers in the general practice of law, but does not license or certify any lawyer as an expert or specialist in any field of practice. This web site is designed for general information only. The information presented at this site should not be construed to be formal legal advice, nor the formation of a lawyer client relationship.
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- Disclosure Under IRS Circular 230: Any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any tax-related transaction or matter.
