Meghan R. Carta

Meghan Carta is counsel in Pullman & Comley's Trusts and Estates practice. Her practice focuses on estate planning, trust and estate administration, fiduciary matters, and wealth transfer planning. She advises individuals, families, and fiduciaries on a broad range of personal and family wealth preservation matters, helping clients navigate complex legal, tax, and administrative considerations.

Meghan has experience counseling clients on estate and trust administration, fiduciary accounting, fiduciary income tax matters, and estate planning strategies designed to meet each client's unique goals and circumstances. She regularly works with estate settlement matters and retirement account planning issues and provides guidance on tax-efficient wealth transfer and succession planning.

Prior to joining Pullman & Comley, Meghan was a subject matter professional in fiduciary trust/tax services at a global accounting and professional services firm. Earlier in her career, she was an associate at a boutique Connecticut estate planning and trust administration firm, and before that, served as staff attorney with a Wellesley, Massachusetts wealth planning firm, advising clients on charitable gifting, retirement and estate planning, and trust income tax and estate tax returns.

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