Practice Areas

Estate Planning/Trust and Estate Administration
Corporate and Business Law
  • Estate, Tax, and Elder Law Planning for individuals and families, including both simple estate plans and plans with complex family relationship, tax saving, asset protection, charitable planning, trust funding
  • Business and Succession Planning for family businesses organizations, including advice regarding choice of entity, entity formation, including shareholder, LLC and partnership agreements, buy-sell and succession arrangements, employment agreements
  • Trust and Estate Administration, including probate matters, preparation of estate and gift tax returns, advice to fiduciaries and beneficiaries about administration and tax issues, serving as personal representative and trustee
  • Real Estate Planning, including advice regarding form of ownership, purchase and sale of real estate, related transactions

Bar Admissions

Massachusetts

Education

Boston University School of Law, LL.M. (Taxation), 1997

Suffolk University Law School, J.D., 1994

Hobart College, B.A. 1985

Professional Affiliations

  • Massachusetts Bar Association
  • Boston Probate and Estate Planning Forum

Professional and Community Involvement:

  • Former Member – Town of Reading Finance Committee
  • Former Town Meeting Member – Town of Reading
  • Former Director of the Reading Public Library Foundation
  • Current Chair of the Commissioners of Trust Funds – Town of Reading
  • Current Member of Reading Municipal Light Department Citizen Advisory Board