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Articles & Lectures
DISCLOSURE PURSUANT TO CIRCULAR 230
The following materials are not intended to be tax advice. None of these materials are intended to be used and cannot be used by any taxpayer for the purpose of avoiding penalties that may be imposed on the taxpayer by the IRS. These materials are not intended to be legal advice, but instead are provided for information and marketing purposes only.
Additonal Articles
- Author: Estate Planning for Pets, Pet Gazette (2014) Estate Planning for Pets
- Author/Lecturer: Residence and Vacation Home Planning, Estate Planning Forum, Norfolk and Plymouth Estate and Business Planning Council, Quincy, MA (2011) Family Real Estate
- Author/Lecturer: Smart Estate Planning for Your Family, Insurance Strategies to Protect Your Family and Assets, and Estate and Financial Planning for Entrepreneurs, Financial Learning Workshop Series, Newton, MA (2006) Smart Estate Planning 2006
- Author/Lecturer: Creditor Protection, Preserving and Transferring Your Client's Principal Residence, Massachusetts Continuing Legal Education, Boston, MA (2004, 2005)
- Author/Lecturer: Successful Discount Entities in Estate Tax Planning, Greatest Estate Planning Techniques in Massachusetts, Lorman Education Services, Eau Claire, WI (2003) Discount Entities in Estate Planning
- Co-Author: Legal Developments, Asset Protection Journal, Law Div., New York, NY (2001 - 2002)
