I've practiced law since 1980, starting in Vermont where I moved after law school in Massachusetts. I grew up in NYC but I prefer the quieter New England.
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. I computerized their deed system and became nationally known for my automation approach in 1985.
Two advanced law degrees
Seeing the beauty of Vermont led me to a life long study of all 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 to marry a woman from Wellesley. I still love to read the law each early a.m. And still love the woman.
American Academy of Estate Planning Attorneys
In 1992, I learned about revocable living trusts (the modern approach to estate planning) from the San Diego based American Academy of Estate Planning Attorneys. I studied with its founder Robert Armstrong, was appointed a director of the organization, and enjoyed visiting San Diego for its weather.
Public talks starting in 1992
Learning about revocable living trusts I was perhaps the the first attorneys in MA to give public talks on the subject. I thoroughly enjoyed speaking and still continue to do it, although less frequently.
Lectures for attorneys and accountants and featured speaker
Upon seeing my public talks, Blue Cross/Blue Shield of MA and the Foundation for Continuing Education hired me to provide continuing education to attorneys and accountants. Because of my automation and efficiency skills, I found the time to do this despite my practicising law.
Charles Schwab also engaged me to lecture for their audiences. By the year 2000, I'd given over 300 public and private talks. I've also addressed the American Bar Association, MA Society of CPAs and MA Society of Enrolled Agents.
Speaker for 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. Begun 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.