8.4
Excellent
Client Ratings
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No professional misconduct found.
Overview
Practice Areas
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40% Estate Planning
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30% Financial Markets And Services
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30% Tax
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Contact Information
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References
Client Reviews
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Résumé
Portfolio
Publications
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| Article |
Publication |
Date |
| IRS Seeks to Eliminate QPRT Buyback Option |
Financial Planning |
1996 |
| QPRT's: A Valuable Estate Planning Tool Despite Recent IRS Release |
Massachusetts Lawyers Weekly |
1996 |
| IRS Proposes Changes to Existing QPRT Regulations |
Trusts & Estates |
1996 |
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Speaking Engagements
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| Speaking Engagement Name |
Conference |
Date |
| Understanding the Transfer Tax System |
MCLE Seminar |
1999 |
| Trust and Estate Distributions |
MCLE Seminar |
1996 |
| Trust and Estate Distributions |
MCLE Seminar |
1995 |
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