Biographical
Voted Best Probate Attorney in Western Massachusetts, 1986, 1987. Recipient, Massachusetts Bar Association Community Service Award, 1991. Instructor, Federal Regulation of Banking Negotiable Instruments, Law and Banking, Holyoke Community College, 1979-1986. Member of Faculty, Williams College, School of Banking, 1987-2003. Adjunct Faculty, Western New England School of Law, Advanced Estate Planning, Elder Law, 1996-2003; Bay Path College, Estate Planning and Settlement Estates, 1998-2003. Lecturer: Basic Probate in Massachusetts, National Business Institute, 1987; Beyond the Safety Net III, MCLE, 1988; Health Care Issues for Elderly & Incapacitated Clients, MCLE, 1989-1994; Massachusetts Probate-Beyond the Basics, National Business Institute, 1989; Medicaid/Estate Planning for the Elderly, MCLE, 1990. Contributing Author: Families Adopting Children Everywhere, Becker, 1988. Author: Conservators and Guardianship in Massachusetts, MCLE, 1992; Conservators and Guardianship in Massachusetts, MCLE, 1996; Estate Planning for AIDS Clients, MCLE, 1991; Last Rites for the Massachusetts Estate Tax, MCLE, 1996-1997; The Simple Estate Plan, MCLE, 1996; Preserving the Family Residence, MCLE, 1996 & 1998; Basic Estate Planning, MCLE, 2000; Elder Law Basics, MCLE, 2000. Co-Chair, Estate Planning For Elders in Crisis, MCLE, 2001; Use of Trusts, MCLE, 2001. Presenter: Common Estate Planning Errors, MCLE, 1992, 1994. Author and Panelist: Nominee Trusts, 1994; P.S.I., 1993; Medicaid Planning in Mass, MCLE, 1998-2002; Wills Contests, MCLE 2003; Decoupling the Mass. Estate Tax, MCLE 2003. Presenter to Hampden County Estate Planning Council, Charitable Giving in the 90's. Reforming Charitable Trusts , 2000, Trust Department Head, Multibank National of Western Massachusetts, 1980-1981. Presenter, Family Business Succession, National Academy of Elder Law Attorneys, Philadelphia, Pennsylvania, May, 2000. Presenter and Author: Tax Consequences of Selling the Principal Residence, Natio