Gerald J. Turner, is a partner who practices in the areas of Estate Planning and Medicaid Planning with a special interest in Closely Held Business Entities and Coordinating Retirement Plans with Estate Plans.
Mr. Turner graduated from Worcester State College, Magna Cum Laude, with a Bachelor of Science degree in Business Administration (with an accounting concentration) in 1994. Mr. Turner also graduated from, Suffolk University Law School, Cum Laude, with a Juris Doctorate degree in 1997. He was admitted to the Massachusetts Bar in 1997. Mr. Turner is also a licensed Certified Public Accountant in the Commonwealth of Massachusetts.
Since 1993, Mr. Turner has practiced, in various capacities, as a tax professional for such organizations as the American Association of Retired People and KPMG, LLP. His focus was on taxation of mutual funds, investment partnerships and high net worth individuals. Mr. Turner has practiced law in the areas of estate planning, Medicaid planning, business law, debt collection and bankruptcy.
Mr. Turner has represented numerous clients throughout the Commonwealth of Massachusetts using his combined legal and accounting knowledge and experience to help his clients design and implement various legal plans. These plans are designed to save taxes, protect assets and enhance the wealth of his clients.
Mr. Turner believes in a multi- disciplinary team approach to providing service to his clients. With a team comprised of the client's accountant, financial advisor , and Mr. Turner as the attorney, clients are able to develop an integrated plan that carries out their needs.
Mr. Turner has lectured nationally to attorneys, financial professionals and accountants on various estate and Medicaid planning topics. Gerald has also lectured at Boston College, Nichols College and Bentley College and has appeared on WRKO as well as various other radio stations.
Mr. Turner is a member of the National Network of Estate Planning Attorneys, The National Association of Elder Law Attorneys, The Massachusetts Society of Certified Public Accountants and the Boston Estate Planning Council.