| “Learn How Trusts can Protect: You, Your Family, and Your Charitable Interests,” |
Legacy Bank |
2008 |
| Estate Planning for the Moderate Estate, |
Estate Planning for the Moderate Estate,”\ |
2008 |
| Safeguarding the Castle: Can a Trust Keep the Dragon from the Gate?” |
Estate Planning Council of Hampden County |
2008 |
| Marital Deduction Formulas: Fun for the Entire Family |
National Academy of Elder Law Attorneys |
2007 |
| “Marital Deduction Formulas: Fun for the Entire Family,” |
National Academy of Elder Law Attorneys |
2007 |
| “Understanding Massachusetts Estate Tax,” |
Bank of Western Mass |
2007 |
| Estate Planning for Unmarried Partners and Same Sex Couples in Massachusetts: Pitfalls and Opportunities,” |
Western New England Law School |
2006 |
| Income Only Grantor Trust: Preserving the Home and Other Assets under the Deficit Reduction Act of 2005,” |
Elder Law Conference |
2006 |
| Income Only Grantor Trust: Preserving the Home and Other Assets under the Deficit Reduction Act of 2005,” |
Elder Law Conference |
2006 |
| “Basics of the Transfer Tax System,” |
Berkshire County Estate Planning Council |
2005 |
| “Generation Skipping Tax Changes, Estate Planning and The Use of Trusts Under Tax Repeal,” Western New England College Tax Institute, 2001 |
Western New England College Tax Institute |
2001 |
