| Taxation of Special Needs Trusts |
Feb 23 2012 - Suffolk University Law School - Fundamentals of Elder and Special Needs Law |
2012 |
| New England State Estate Taxes |
April 2010 New Hampshire Bar Elder Law, Estate Planning and Probate Law Section Meeting |
2010 |
| Drafting Irrevocable Trusts in the Wake of the Doherty Decision |
June 2009 Mass NAELA Membership Meeting |
2009 |
| Third-Party SNTs as Death Beneficiaries of IRAs and Qualified Retirement Plans |
MCLE, Inc Annual Elder & Disability Law Conference |
2008 |
| Divorce American Style – The Collision of Taxation and Public Benefits with SNTs for Property Division, Child Support, and Alimony |
Stetson University College of Law – Special Needs Trusts Conference IX |
2007 |
| Preserving and Transferring the Principal Residence |
MCLE, Inc seminar |
2007 |
| Taxation of Third-Party Supplemental Needs Trusts; also Conference Chair |
Suffolk University Law School – Elder Law Institute XII: Third-Party Supplemental Needs Trusts |
2006 |
| The Impact of the Uniform Trust Code on Third-Party Supplemental Needs Trusts |
National Academy of Elder Law Attorneys Institute (Salt Lake City) |
2006 |
| Meet the New MAET (Massachusetts Estate Tax) |
January 2003 Mass NAELA Membership Meeting |
2003 |
| Taxation of Jointly Held Property |
June 2002 Mass NAELA Membership Meeting |
2002 |
| Income Tax Consequences of Various Types of Home Transfers |
National Academy of Elder Law Attorneys Institute (St. Louis) |
2001 |
| Retained and Donated Powers of Appointment: Income Taxes and Selected Topics, Pitfalls, & Opportunities |
February 2000 Mass NAELA Membership Meeting |
2000 |
| What You Thought You Knew About Some Estate & Gift Tax Basics |
National Network of Estate Planning Attorneys Conference (Atlanta, GA) |
1996 |
