"I combine strong computer skills, tax law knowledge, and 25 years of daily focus on MA estate planning with wills and trusts, topped with a strong flavor of Plain English."
Born in New York City, I studied English at Hobart College in Geneva, New York, and subsequently studied tax law at Boston University.
After law school I moved to Vermont's Green Mountains in 1979. Seeing the pastoral beauty of the central Route 100 valley, I began my lifelong study of all aspects of property: transfer, use, and taxation.
In 1981 I was the first attorney to earn the #1 rated Vermont Law School's Environmental Law degree. Soon after, I become the first in-house counsel for Vermont's largest builder of second homes – the environmentally sensitive Hawk Mountain Corporation. By the time I moved in 1985 I had automated the company's deed conveyance system. I got married in 1986.
In Massachusetts an Acton law firm hired me to automate their well-respected real estate operation. In 1986 the American Bar Association asked me to form its real estate computer user group. In addition, I was named the ABA technology columnist for its Probate and Property journal.
From 1987 to 1993, I published two articles for Callaghan’s Law Office Economics and Management journal. These were Why Automate Your Real Estate Practice (1990), and Marketing the Automated Estate Planning Practice (1995).
In 1986 I addressed the semi-annual meeting of the Massachusetts Conveyancers Association. In 1987, the ABA Probate and Property magazine published my article Primer on Computerized Real Estate Conveyancing.
The same year, while practicing law at the largest municipal law firm in the state, I automated their extensive case docketing system, introducing the database tool to the firm.
I addressed the 1988 American Bar Association's semi-annual Chicago meeting. Afterwards for the ABA I co-presented a video on the topic of using computers in law. About that time I gave a talk before the Boston Computer Society.
Continuing my study of all aspects of property, I earned a tax law degree in 1989 from Boston University.
I learned about trusts from leading California attorneys, and from 1992 to today have a heavy concentration in trust law.
From Spokane to Maine, I have lectured on trusts, income taxation of estates and trusts, and post death administration.
In 2007 I studied under noted professor Charles Rounds, and suggested and edited a section in the 118-year-old classic treatise Loring and Rounds: A Trustee's Handbook.
I emphasize the plain English approach in my estate planning work. This practice is focused on the work of Bryan Garner, author of over 8 books.