CURRENT PROFESSIONAL MEMBERSHIPS
National Academy of Elder Law Attorneys.
Massachusetts Chapter of National Academy of Elder Law Attorneys.
Massachusetts Bar Association, Probate Law Section.
Massachusetts Guardianship Association.
American Bar Association, Real Property, Probate & Trust Law Section.
OTHER INFORMATION ABOUT PROFESSIONAL MEMBERSHIPS
National Certified Guardian through the Center for Guardianship Certification since 2008.
Chair, Program Committee, Massachusetts Chapter of National Academy of Elder Law Attorneys, 1999-2005.
Member, Program Committee, National Academy of Elder Law Attorneys, 2000-2001.
President, Massachusetts Chapter of National Academy of Elder Law Attorneys, 1994.
Chair, Elder Law Committee, General Practice Section of American Bar Association, 1990-1995.
Chair, Long-Term Health Care Issues Committee, Real Property, Probate and Trust Law Section of American Bar Association, 1992-1995.
Member, Probate Law Section Council, Massachusetts Bar Association, 1993-94, 1995-96.
Member, By-Laws Committee, General Practice Section of American Bar Association, 1994.
Tax Editor, NAELA Quarterly, 1991-94.
SPEAKING ENGAGEMENTS
Speaker, Pearls and Gems from Past Presidents, Massachusetts Chapter of National Academy of Elder Law Attorneys, Newton, Massachusetts, 2007.
Author/Speaker/Moderator, An Analysis of Various Types of Transfers of the Home: Tax and Medicaid Issues, NAELA Institute, St. Louis, MO, 2001
Speaker, Estate, Tax and Health Care Planning for the Terminally Ill Client, Massachusetts Bar Association, Boston, Massachusetts, 2000.
Author/Speaker, Gifting Powers and Other Drafting Concerns with Powers of Attorney, Elder Law Institute, 2000.
Speaker, Tax, Trust and Health Care Planning for the Terminally Ill Client, Massachusetts Chapter of National Academy of Elder Law Attorneys, Newton, Massachusetts, 1999.
Author/Speaker, Tax Traps for the Unwary, Suffolk University Elder Law Institute, Boston, MA, 1998.
Moderator/Speaker, A Foundation for the Principal Residence: Tax, Long-Term Care, Marital and Creditor Protection Issues, Massachusetts Bar Association, Boston, MA, 1997.
Moderator/Speaker, Estate Planning for Incapacitated Persons in the Probate Court, Massachusetts Bar Association, Boston, MA, 1996.
Moderator/Speaker, Estate Planning for the Disabled Beneficiary, Massachusetts Continuing Legal Education, Boston, MA, 1995, 1996.
Speaker, Estate Planning Basics, Massachusetts Continuing Legal Education, Boston, MA, 1995.
Author/Speaker, Basic Tax Planning for the Principal Residence, Elder Law Symposium, National Academy of Elder Law Attorneys, New York City, NY, 1995.
Speaker, Using Testamentary Trusts in Medicaid and Tax Planning, Massachusetts Chapter of National Academy of Elder Law Attorneys, Newton, MA, 1995.
Author/Speaker, Long-Term Care Insurance: Asset Protection or Needless Product, Suffolk University Elder Law Institute, Boston, MA, 1995.
Moderator/Author/Speaker, Preserving and Transferring the Principal Residence, Massachusetts Continuing Legal Education, Taunton/Peabody/Boston, MA, 1994.
Speaker, Last-Minute Medicaid and Tax Planning Options When One Spouse Is Entering a Nursing Home, Massachusetts Bar Association, Newton, MA, 1993.
Author/Speaker, Trust & Tax Issues in Transferring Principal Residence, Elder Law Symposium, National Academy of Elder Law Attorneys, Atlanta, GA, 1993.
Speaker, An Introduction to Elder Law: A Practice Concentration Comes of Age, Annual Meeting of American Bar Association, San Francisco, CA, 1992.
Speaker, Elder Care Planning, Annual Advanced Estate Planning Conference, American Institute of Certified Public Accountants, San Diego, CA, 1991.
Speaker, Love, Trust & Money in the Golden & Silver Years: Divorce, Taxation & Medicaid Issues, Annual Meeting of American Bar Association, Atlanta, GA, 1991.
Author/Speaker, Medicaid and Long-Term Health Care Planning: A Primer to Counseling Clients in Their Prime, Massachusetts Continuing Legal Education, Worcester, MA, 1991.
Author/Speaker, Federal Taxation of Gifts and Trusts in the Elder Law Context, Elder Law Symposium, National Academy of Elder Law Attorneys, Orlando, FL, 1991.
Speaker, The Use of the Irrevocable Trust in Medicaid Planning and the Tax Implications Thereof, Massachusetts Chapter of National Academy of Elder Law Attorneys, Waltham, MA, 1990.
Author/Speaker, The Use of Trusts in the Elder Law Practice, Elder Law Symposium, National Academy of Elder Law Attorneys, San Diego, CA, 1990.