Professionals

Senior Associate

Ellen D. Stone

Professional Bio

  • Ellen Stone advises clients on issues involving statutory, regulatory, fiduciary, administrative, and operational issues related to qualified retirement plans, tax-sheltered annuities, nonqualified deferred compensation, and welfare benefit plans. Her practice focuses on ERISA and Estate Planning.

    Ellen has extensive experience in representing clients during audits of employee plans by the Internal Revenue Service, the U.S. Department of Labor, and the Pension Benefit Guaranty Corporation. She has also drafted plan amendments for qualified and nonqualified retirement plans, prepared private letter ruling requests involving failed individual retirement account (IRA) rollovers, and participated as a court-appointed fiduciary to administer trusts holding life insurance policies.

    Her extensive ERISA and Estate Planning experience has included addressing issues on an international level. She has worked with institutions such as KPMG LLP by providing home and host country ERISA, employee benefits and tax compliance advice resulting from a mobile workforce for short-term business travelers to the United States, expatriates and foreign nationals.

    Prior to joining The Wagner Law Group, Ellen served an attorney for Phillips Electronics North America Corporation and for The Derby Company. In addition, she founded her own law firm, where she created a tax practice concentrating in employee benefits and estate planning.

    Ellen is very involved in her community of Sherborn, Massachusetts. Since 2010, she has served as a trustee of the Sawin Trust and was once a member of the Personnel Board for the town.

  • BAR ADMISSIONS

    • Massachusetts

    COMMUNITY SERVICE

    • Sawin Trust, Town of Sherborn, Sherborn, MA 2010 to present, Trustee (elected position)
      • Manage investments and administer testamentary trust supporting enrichment programs for local school. Collaborate with community leaders to solicit fund requests and approve trust expenditures.
    • Town of Sherborn, Sherborn, Massachusetts 2004 - 2007, Personnel Board Member
      • Assisted with job descriptions for town employees, conducted salary and benefit surveys, formulated overtime and part time policies, responded to issues involving hours, salaries and pay equity.
    • Master of Laws, Taxation, New York University School of Law, New York, NY, 1990
    • Juris Doctor, Western New England School of Law, Springfield, MA, 1983
    • Bachelor of Arts, Mathematics, Hamilton College, Clinton, NY, 1979