The HuB ~ Winter Newsletter

February 27, 2026

Spring forward with the 4th edition of The HuB*

The HuB Spring Newsletter

 As the snow continues to fall and winter lingers a little longer, we find ourselves in that familiar transition point between seasons. With daylight stretching a bit further and the time change just around the corner, it’s a natural moment to look ahead while also reflecting on what matters most—especially the connections that link us across ages and generations.

In this edition, we explore ideas and strategies designed to help you foster strong intergenerational ties. Whether you’re guiding the next generation, collaborating across diverse teams, or shaping a long-term legacy, we hope the insights gathered here provide practical value and fresh perspective.

Thank you for the trust you place in us. We’re committed to supporting you with guidance that helps you stay informed, prepared, and connected—through every season.

Mark Elefante, Managing Partner

Insights for You

Intergenerational Connections: What Unites Us Matters More than What Divides Us

Much has been written about generational differences. While these distinctions can be useful, they can also distract from a more strategic question: What human needs unite us across generations? We recently explored this question in collaboration with research firm, Human-ology. Continue reading to see what important insights emerged.

More than Memories: Estate Planning for Vacation Homes - Part 4 – Avoiding and Resolving Disputes

Whether you are looking to own a vacation home for a couple of years or to keep it in the family for generations, the planning you do now can help you avoid challenges down the road. In this four-part series, we discuss ownership structures, tax benefits, estate planning, and tips to help avoid disputes. Continue reading Part 4 to learn more about proactive strategies to minimize the risk of family conflicts.

Tandem Use of Private Foundations and Donor Advised Funds

Private foundation or donor advised fund (DAF)? It doesn't have to be an either/or choice. In this article, we provide some examples of how private foundations and DAFs can be used together to achieve complementary goals.

A Market Update from Hemenway Trust Company: January 2026

We are sharing this Market Update from the investment professionals at Hemenway Trust Company, a New Hampshire based private trust company. Continue reading to learn more about the investment team's perspective on forces shaping today's markets, the impact of AI, interest rates, and their outlook on what's to come.

Tax Corner

Navigating complex tax decisions with confidence.

Every financial decision—whether personal, business-related, or charitable—carries potential tax implications. The new year brings with it new tax-savings opportunities, including opportunities for tax-free gifts. With the passage of the One Big Beautiful Bill Act in 2025, we have clarity on what the federal exemption will be for the foreseeable future, as well as expanded opportunities for planning. Our goal is to help you make informed, tax-efficient decisions tailored to your unique circumstances.

Featured Article:

Webinar - More than Memories: Smart Ownership and Estate Planning for Vacation Homes

Watch List

Some of the Issues We Are Watching
We are always monitoring legal, regulatory, and policy developments that could impact you. Here are a few of the issues we’re keeping an eye on.

Navigating Challenges Facing the Healthcare System

Hemenway & Barnes is pleased to partner with the Massachusetts Nonprofit Network to present the 2026 Public Policy Forum Series.

Massachusetts State Senator Cindy Friedman will speak about efforts around federal issues and challenges facing the healthcare system at the next forum on March 20 at 10:00 AM.

Foreign Grantmaking for U.S. Nonprofits

Eleanor Evans will co-present the session “Foreign Grantmaking for U.S. Nonprofits - Legal Essentials for Counsel” at the 27th Annual Nonprofit Law Conference on March 4, 2026.

This annual event highlights key developments in nonprofit law, offering practitioners practical insights to stay at the forefront of the field.

Rooted in Our Community

It's Personal

Since the firm's founding more than 160 years ago, we've prioritized contributing and engaging within the community. Here are a few places we have sought to build connections and support others. We welcome your suggestions and collaboration.

Making a Life in Photography - Rollie McKenna

We were so excited to attend the opening of the traveling exhibition at the Center for Creative Photography at the University of Arizona, a wonderful reflection of the Rosalie Thorne McKenna Foundation’s mission to preserve her legacy for future generations.

Advancing Historic Preservation Efforts in Boston

In 2025, the Legacy Fund for Boston awarded 11 nonprofits grants to support projects that enhance Boston’s cultural character, historic spaces, and sense of community.

Firm News

News

Hemenway & Barnes Promotes Claire Myers to Director of Estate Administration and Expands Team with Addition of Patricia Hallowell

Hemenway & Barnes is pleased to announce the promotion of Claire Myers to Director of Estate Administration and the expansion of the department with the addition of Patricia Hallowell as an Estate Administration Coordinator.

News

Hemenway & Barnes Helps Ensure Prisoners’ Families Receive Settlement Funds

Hemenway & Barnes is working on a pro bono basis to administer the estates of now-deceased prisoners, members of the federal class action lawsuit Diggs v. Mici. A $6.75 million settlement received final court approval on October 24, 2025.

News

Emily Pomeroy Joins Hemenway & Barnes Private Client Group

Hemenway & Barnes is pleased to announce that Emily Pomeroy has joined the firm as an associate in the Private Client Group.

Spotlight: America's 250th Celebration

As we mark the 250th anniversary of the Declaration of Independence, we celebrate the generations that have shaped our nation and share events that bring people of all ages together.

March 5 | 5:30 – 6:30 PM

Faneuil Hall, Boston

On the anniversary of the Boston Massacre Anniversary, join the recreation of a historic Faneuil Hall Town Meeting debating the fate of the British soldiers who fired into the crowd on King Street

Learn more

Now – April 21

Boston Public Library, McKim Exhibition Hall, Central Library in Copley Square

Revolution! 250 Years of Art & Activism in Boston exhibit features more than 100 artworks and documentary materials from the BPL’s renowned Special Collections. The exhibition explores America’s evolving struggles for freedom, civil rights, and belonging.

Learn more

Ongoing

Museum of African American History, Boston

Visit the Black Voices of the Revolution: Liberty, Emancipation, and the Struggle for Independence exhibit. Interact with AI-driven, holographic images of primary sources, and the men and women who represented the African American community in Massachusetts during the period from the 1620s to 1800.

Learn more

Topics you want covered?

If there are areas you want to hear more about, or have us cover in future issues, please let us know. At work or in personal matters, life always has its moments - and we are here to help as well as plan accordingly.

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