background in brief
major estate planning treatise
The experts say it takes many skills to become a reasonably good estate planning attorney.
These include understanding of different types of property, tax law, how to make a document read clearly and how to discuss all this with persons that do not have a law degree.
After learning real estate law and writing an American Bar Association column on technology, I moved to Acton, MA and studied tax law at Boston University.
Tax law degree at night. I really wanted to learn about WHY people created deeds to trusts - after seeing them in the land records.
About three years later, I studied Living Trusts, the major alternative to wills and probate, in California when I was appointed a member of the American Academy of Estate Planning Attorneys based in San Diego.
At the Academy I studied under Robert Armstrong, a member of the well known Loving Trust group including Esperti and Peterson. For three years I served on its Board of Governors.
From there I started my lifelong study of plain English in the field of wills and trusts.
In 1992, I was among the first Massachusetts attorneys to give direct talks to the public on the role of Living Trusts as an alternative to using wills and probate of wills.
After educating the public, I've helped to educate both CPAs and Lawyers on trusts, estate planning, and trust administration.
After seeing my sold-out public seminars Charles Schwab asked me to give private talks to their investment clients. By the decade's end, I was asked to develop for MA Blue Cross/Blue Shield a series of courses for its Broker University program. By the year 2000, I'd given over 300 public and private talks.
I've spoken before the MA Society of CPAs and Enrolled Agents several times, more recently on Massachusetts Estate Planning Using Wills and Living Revocable Trusts in 2014.
I continue to lecture for the leading provider of continuing education to CPAs, Surgent McCoy, in several states on the U.S. East and West coasts. I've lectured on trusts, wills, and post death administration of both for Surgent. I continue to also serve on the Cary Memorial Library Foundation Professional Advisors – Lawyers.I have lectured both publicly and privately about trusts and other estate planning topics.
Until 2013 I was a key lecturer for the non-profit Foundation for Continuing Education, based in Wenham, MA. The attendees were attorneys and CPAs. Topics included Trust Basics, Income Taxation of Trusts and Estates, Retirement Asset Planning, and Post Death Administration of Trusts.
In 2008, I met and studied under Professor Charles Rounds, Jr. of Suffolk University. Mr. Rounds is the editor of Loring and Rounds: A Trustee's Handbook. Begun in 1898, the treatise is a leading authority in the trust field. I suggested a new chapter and helped edit it. Professor Rounds refers to me for my work in the automation of post death administration of trusts.