Family Law

• Guardianship

Trusts and Estates

• Estate Planning
  During the course of his many years in private practice, he has appeared as counsel of record in cases heard at every level of the state and federal court system in Massachusetts, including appearances before the District and Superior Courts of Massachusetts, the Appellate Division of the District Courts of Massachusetts, the Probate and Family Courts of Massachusetts, the Appeals Court and the Supreme Judicial Court of Massachusetts, the U.S. District Court of Massachusetts, the U.S. Court of Appeals for the First Circuit, and the U.S. Tax Court. He is a member of the American Bar Association, the Massachusetts Bar Association, the Boston Bar Association, the Boston Estate Planning Council, the National Academy of Elder Law Attorneys, the National Association of Tax Professionals, the Financial Planning Association, the Association for Investment Management & Research, the Boston Security Analysts Society, the Investment Management Consultants Association, and the American Society of Pension Professionals & Actuaries.
• Wills
• Trusts
  Independent trustee and trust administration services are offered through our affiliation with two of the most prominent fiduciary service organizations in the banking and financial services industries.
• Power of Attorney
  Wills; general and limited powers of attorney; health care proxies; revocable living trusts; irrevocable life insurance trusts; qualified retirement plan trusts, dynasty trusts and multi-generational "stretch" IRA planning; beneficiary designation strategies; individual & charitable gifting strategies; estate planning with college savings plans.
• Probate

Finance Law

• Tax Law
  Income, estate and gift tax planning strategies; estimated tax payments; alternative minimum tax planning strategies; income tax reduction strategies through federal and state tax credit programs; Roth IRA conversion analysis; required minimum distribution planning strategies for IRA and retirement plan accounts.