Heaton Smith Group

Gary serves as a Senior Consulting Associate for Heaton Smith Group with an emphasis in higher education. For the past 15 years, he served as the Senior Vice President of Estates and Special Investments at the Harvard Endowment. During his tenure, Gary worked extensively with planned giving and development officers throughout Harvard University and implemented a variety of planned gifts funded with traditional and unique assets. Examples include inter vivos charitable remainder unitrusts and charitable lead trusts, charitable gift annuities, testamentary trusts, retained life estates and bequests.

Credits:

• 25-year law career specializing in Estate Planning and Trust Administration. His practice also included all types of business and commercial real estate law.
• Former teaching faculty, Bentley University, Boston University and Lesley University instructing numerous undergraduate and graduate courses in finance, law, negotiation and estate planning
• Speaker, NEPGG, IMI Institute and the Ivy League Plus Planned Giving Group

 

 

Gary received his B.S. in Business Administration (cum laude) and M.B.A. degrees from Babson College in 1964 and 1974 respectively. He received his J.D. from Georgetown Law School in 1967 and a Master of Science in Finance (M.S.F.) degree from the Carroll School at Boston College University in 1995.