Barbara Kendall works closely with clients, family members, beneficiaries, fiduciaries, and tax and investment professionals to implement complex estate plans, to settle decedents’ estates, and to oversee collection, safekeeping, management, and distribution of assets for more than 150 trust and estate accounts. As a trust officer, Barbara is responsible for funding and administering personal and charitable trusts and estates, as well as preparing accountings and ensuring timely preparation and filing of estate tax returns and fiduciary income tax returns.
Before Bowditch
Barbara was a Vice President with a major regional bank responsible for the administration of personal trusts and investments for multi-generational family groups and high net worth individuals. She is a graduate of the American Bankers Association’s National Trust School and National Graduate Trust School and earned the designation of Certified Trust and Financial Advisor during her years in trust banking and financial services.
Besides work
When she is not in the office, Barbara is a road, trail, and mountain runner. She also enjoys reading, landscape gardening, international travel, and spending time with her family.
Affiliations
- Member, Estate and Business Planning Council of Worcester County
Education
- LL.M., Taxation, Boston University
- J.D., Suffolk University Law School
- B.S., University of Vermont