Planning for the Dying Client
MCLE Panel Member, 2005
Family Limited Partnerships
Massachusetts Bar Association, Chair, 2005
Estate, Gift & GST Tax
MCLE Panel Member, 2007, 2009, 2011, 2013, 2015
Fundamental Principles of the Gift Tax
Boston Bar Association, 2008
Installment Sales to Defective Grantor Trusts
Trusts & Estates Consortium, 2009
Gifts to Grantor Retained Annuity Trusts and Sales to Defective Grantor Trusts
Boston Bar Association, 2012
Life Insurance Basics, from Planning to Purchase
Boston Bar Association, 2012
Drafting Considerations under the Massachusetts Uniform Trust Code
Boston Bar Association and Trusts and Estates Consortium, 2012
Intra-Family Loans
Boston Bar Association, 2013
Crunching the Numbers
Boston Bar Association, 2015 (Chair and panel member)
Administration of “Unfunded” Life Insurance Trusts from the Trustee’s Point of View
Boston Bar Association, 2015
Administration of “Unfunded” Life Insurance Trusts from the Trustee’s Point of View
Massachusetts Bar Association Probate Conference, 2015
Conflicts of Interest in Estate Planning and Fiduciary Representation, 2015 (Chair and panel member)
Administration of “Unfunded” Life Insurance Trusts from the Trustee’s Point of View
Trusts & Estates Consortium, 2017
Administration of “Unfunded” Life Insurance Trusts from the Trustee’s Point of View
Boston Probate and Estate Planning Forum, 2017
Inheritance, Trusts & Divorce
MCLE, Chair and Panel Member, 2017
Trust Assets in Divorce – Trustees and Trust Advisors Beware!
Boston Bar Association, 2017
Trust Assets in Divorce – Trustees and Trust Advisors Beware!
US Trust, 2017
Administration of “Unfunded” Life Insurance Trusts from the Trustee’s Point of View
Boston Estate Planning Council, 2018
Estate Planning Basics
Harvard Business School Student Seminar, 2018, 2019, 2020
Ethical Considerations in Estate Planning
ACTEC New England Fellows Institute, 2024
