Practice Areas
Estate Planning and Probate Services
Corporate/Business
- 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, and trust funding
- Business and Succession Planning for businesses organizations, advice regarding choice of entity, entity formation, shareholder, LLC and partnership agreements, buy-sell and succession agreements, and 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, and serving as personal representative/trustee
- Real Estate Planning, including advice regarding form of ownership, purchase and sale of real estate, and related transactions
- Probate practice, including guardianships and conservatorships and pre-nuptial agreements
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
- Essex County Estate Planning Council
Professional and Community Involvement:
- Former Member – Town of Reading Finance Committee
- Former Town Meeting Member – Town of Reading
- General Counsel to and Former Director of the Reading Public Library Foundation
- Current Chair of the Commissioners of Trust Funds – Town of Reading
