Kristina L. Foreman, JD, CTFA, AEP®

Manager | Estate and Financial Planning

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Biography
Education & Other Highlights
Location(s)

Kristina L. Foreman is an estate and financial planning advisor based in Boston.

CAPTRUST welcomed Kristina L. Foreman in 2024, when Boston Financial Management (BFM) became CAPTRUST.

Kristina develops integrated estate and financial planning strategies for clients and their families, while working closely with their outside attorneys and other advisors. As voting member of Boston Fiduciary Services, LLC, she participates in trust administration where the LLC serves as professional trustee.

She got her start in estate planning at Rubin & Rudman, a law firm in Boston.

Kristina earned a Bachelor of Arts degree in psychology from Clemson University and a Juris Doctorate degree from Suffolk University Law School.

When not at work, she likes traveling, spending time with friends and family–particularly her niece–and exploring what’s new and exciting in Boston.

Education

  • Bachelor of Science, psychology, Clemson University
  • Juris Doctorate, Suffolk University Law School.

Industry Designations

  • Certified Trust and Fiduciary Advisor
  • Accredited Estate Planner®

Industry Involvement

  • Committee chair, Boston Estate Planning Council

Resources

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