Relationship: Worked together on matter
Peter and I have worked together on estate planning matters with a Massachusetts-Florida component. I find him to be knowledgeable and thoughtful in his analysis, and his clients certainly benefit from his collaborative approach and creative problem-solving. I look forward to working with Peter on future matters.
Relationship: Fellow lawyer in community
I attended a presentation of Peter’s on funding irrevocable insurance trusts. Peter had a unique situation in which the annual exclusions available within a trust were less than the amount of the yearly premium for the insurance. This resulted in the possibility of his client having a taxable gift each year. Peter explained the tax and trust rules involved and then presented two methods - through either a part loan part gift or a non-equity collateral assignment – that one could utilize in order avoid making a taxable gift. Both strategies were creative ways explained in a straightforward manner that furthered his client’s objectives in a tax-efficient manner. During the presentation, Peter not only displayed excellent professionalism and creativity in tax planning, but he was also a very eloquent speaker. I'm looking forward to his next seminar presentation. I endorse this lawyer.