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I concentrate my practice in all aspects of revocable and irrevocable trusts, will drafting, and private foundation trusts. I manage all phases of estate planning matters primarily with regard to tax issues and multigenerational wealth transfers. Prior to opening my practice, I was an associate at Burns & Levinson and Prince, Lobel, Glovsky & Tye, as well Senior Associate in the Gift and Estate Tax Planning Group at PricewaterhouseCoopers and Tax Associate for Arthur Andersen.
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Chat withState: Massachusetts
Acquired: 2002
No misconduct found
State: New York
Acquired: 1998
No misconduct found
State: Connecticut
Acquired: 1999
No misconduct found
42 oakwood road, newtonville, MA, 02460
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2004 - 2008
Associate, Burns & Levinson, LLP
2002 - 2003
Associate, Prince, Lobel, Glovsky & Tye LLP
1999 - 2001
Senior Associate, PricewaterhouseCoopers LLP
1997 - 1999
Tax Associate, Arthur Andersen LLP
1997
JD - Juris Doctor
1993
BA - Bachelor of Arts
English