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Licensed

  1. Estate Planning: 75%
    28 years
  2. Tax: 25%
    28 years

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Contact info

Po Box 15156
Worcester, MA, 016150156

311 Main Street
P.O. Box 15156
Worcester, MA, 01615-0156

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Resume

License
StateStatusAcquiredUpdated
FLMember in Good Standing198801/11/2016
MAActive198701/24/2016
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Awards
Award nameGrantorDate granted
Massachusetts Super LawyersLaw & Politics, a publication of Key Professional Media, Inc.2012
Massachusetts Super LawyersLaw & Politics, a publication of Key Professional Media, Inc.2011
Massachusetts Super LawyersLaw & Politics, a publication of Key Professional Media, Inc.2010
Massachusetts Super LawyersLaw & Politics, a publication of Key Professional Media, Inc.2009
Massachusetts Super LawyersLaw & Politics, a publication of Key Professional Media, Inc.2008
Massachusetts Super LawyersLaw & Politics, a publication of Key Professional Media, Inc.2007
Massachusetts Super LawyersLaw & Politics, a publication of Key Professional Media, Inc.2006
Massachusetts Super LawyersLaw & Politics, a publication of Key Professional Media, Inc.2005
Massachusetts Super LawyersLaw & Politics, a publication of Key Professional Media, Inc.2004
Graduate Tax Alumni Academic Achievement AwardBoston University School of Law1992
Associations
Association namePosition nameDuration
Boston Estate Planning CouncilMember2011 - Present
Estate and Business Planning Council of Worcester CountyPresident2004 - 2005
Massachusetts Bar Association, Taxation Law SectionChairman2001 - 2002
American College of Trust and Estate CounselFellow2000 - Present
Massachusetts Bar Association, Taxation Law SectionMember1998 - 2000
Publications
Publication nameTitleDate
Thompson Reuters/AspatoreBest Practices for Structuring Trusts and Estates: Leading Lawyers on Drafting a Flexible Plan, Protectiong The Client's Assets, and Leveraging Tax Strategies2011
Thompson Reuters/AspatoreFamily and Business Succession Planning Strategies: Leading Lawyers on Navigating Key Tax Issues, Dealing With Family Concerns, and Avoiding Potential Pitfalls for Closely-Held Businesses2009
Aspatore Book publicationBest Practices for Structuring Trusts and Estates: Leading Lawyers on Establishing Family Strategies, Preparing Wills and Trusts and Avoiding Estate Disputes (Inside the Minds) 2006
Massachusetts Bar Association Section ReviewDon't Overlook the Gitlitz Case in Choice of Entity Analysis2001
Education
School nameMajorDegreeGraduated
Boston University School of LawTaxLL.M - Master of Laws1992
Boston University School of LawLawJD - Juris Doctor1987
Boston CollegeHistoryBA - Bachelor of Arts1984
Speaking engagements
Conference nameTitleDate
Business Related Issues for Estate PlannersEstate Planning2006
Handling The Simple Estate PlanEstate Planning1999
Advising Small BusinessesBusiness Planning1999
8th Annual Spring CLE and Committee MeetingEstate Planning1997
Drafting in Anticipation fo the 100% Mass. Marital DedcutionEstate Tax1994
Alternatives to GuardianshipEstate Planning1992