Admitted
1964, Massachusetts
Law School
Boston College, J.D., 1964; Boston University, LL.M. in Federal Taxation, 1968
Law School Graduation Year
1968
College
Northeastern University, B.S.Ch.E., 1961
Memberships
Boston, Massachusetts and American Bar Associations.
Biographical
Recipient, Estate Planner of the Year Award, Boston Estate Planning Counsel, 2003. President, New England Chapter, Family Firm Institute, 1996—. Adjunct Professor of Law of Advanced Corporate Taxation, Corporate, Finance and Business Planning, New England School of Law, Boston, Massachusetts, 1986-1994. Adjunct Professor of Law of Estate Planning, Suffolk University, Boston, Massachusetts, 1984-1997. Co-Author: How to Overcome Complications of Ownership Attribution for Closely Held Corporations, Estate Planning, September/October, 1987; Non-Pro Rain Stock Surrenders, Taxation For Lawyers, September/October, 1987; Recent Developments Clarify Tax Effects of Lapse of Crummey Powers, Estate Planning, September/October, 1986; How to Use Trusts and Estates to Maximize Deductions for Charitable Contributions, Estate Planning, March/April, 1986; Despite Risks, Personal Holding Companies Provide Many Opportunities for Estate Planners, Estate Planning, January, 1985; Increase of Trust Benefits Through Situs Change, Financial and Estate Planning (CCH), June, 1984; Knowledge of the IRS's Approach Can Increase Taxpayers' Success on Questions of Valuation, Estate Planning, May, 1983.