I have practiced law since 1980, starting in Vermont where I moved after law school in Massachusetts.
In house counsel for real estate corporation
I started in real estate conveyancing, and became in-house lawyer for the famed Hawk Mountain Corporation in the Green Mountains of Vermont.
Two advanced law degrees
Seeing the beauty of Vermont led me to want to understand all the various aspects of property law. So after earning the Environmental Law degree in VT, I earned the Masters of Tax Law when I moved to Boston area in 1985.
American Academy of Estate Planning Attorneys
In 1992, I learned about revocable, living trusts, the major alternative to wills and probate. I studied with Robert Armstrong in San Diego, CA, a leading attorney in the field and was appointed a director of the American Academy of Estate Planning Attorneys.
Public talks starting in 1992
Learning how to communicate about revocable trusts, I was among the first attorneys in MA to give public talks on the subject.
Lectures for attorneys and accountants and featured speaker
I was engaged to give continuing education to attorneys and accountants by the MA Foundation for Continuing Education and created an educational program for Blue Cross/Blue Shield.
Charles Schwab also engaged me to lecture for their audiences. By the year 2000, I'd given over 300 public and private talks.
MA Society of CPAs and MA Society of Enrolled Agents
I've been a featured speaker for these professional organizations.
Major provider of CPA education
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.
Professor Charles Rounds, Jr.
In 2008, I met and studied under Professor Charles Rounds, Jr. of Suffolk University. He is the editor of Loring and Rounds: A Trustee's Handbook. Commenced in 1898, the treatise is a leading authority in the trust field. I suggested and then edited a section in the treatise. Professor Rounds refers to me for my work in the automation of post death administration of trusts.