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Contact
Email
Phone
(508) 202-7148
Address
75 Second Avenue., Needham, MA, 02494, US
Professional
About Estate Planning Law
Estate planning attorneys help individuals plan for the distribution of their assets and care during incapacity. They create wills, trusts, and other documents to protect families and minimize taxes. Common matters include wills, trusts, powers of attorney, healthcare directives.
Credentials
Education
1994 New York University School of Law LLM 1991 Western New England College School of Law JD - Juris Doctor
Languages
English
Recognition & Involvement
Awards
2014 Accredited Estate Planner (AEP®), National Association of Estate Planners & Councils
Publications
2013 Probate & Property magazine (ABA) Get Ready for the 3.8% Tax on Net Investment Income 2013 Probate & Property magazine (ABA) Estate Planning with Portability in Decoupled States 2013 MCLE's Drafting Irrevocable Trusts in Massachusetts Irrevocable Trusts Holding S Corporation Stock 2013 MCLE's A Practical Guide to Estate Planning in Massachusetts Basic Strategies to Preserve and Protect the Family Business 2012 SumNews, The Newsletter of the Massachusetts Society of Certified Public Accountants, Inc.® Estate Planning with Portability: What You Need to Know
Associations
2013 - Present American Bar Association Group Chair of RPTE's Business Planning Group 2012 - Present Massachusetts Bar Association, Probate Law Section Member 2011 - Present American College of Trust and Estate Counsel Fellow 2013 - 2014 Boston Estate Planning Council Chair, Program Committee 2011 - 2013 American Bar Association Group Co- Vice Chair of RPTE's Business Planning Group
Speaking
2013 MBA's First Annual Probate Law Conference Basic Estate Planning for Married Couples 2013 ABA Section of Real Property, Trust & Estate Law/Section of Taxation Fall Joint Meeting Beyond IRC Section 6166: the Future of Graegin-Style Loans 2012 MUPC Demystified Part V: Estate Planning under the MUPC Drafting Wills and Trusts Estate Planning Under the Massachusetts Uniform Probate Code 2012 MUPC Basics: An Overview of the New Massachusetts Uniform Probate Code Estate Planning Under the Massachusetts Uniform Probate Code 2012 Lifetime Gift Planning in 2012 Lifetime Gift Planning in 2012
Other Estate Planning Attorneys in Needham
Eric B. BrenmanImelda MonaghanJonathan Samuel LevinEric P RothenbergKate L. ConstantinoBarry P. Wilensky
View all Estate Planning attorneys in Needham →Updated: Mar 08, 2026