Honors and Awards:

• Recipient, Outstanding Chapter Member Award, Massachusetts Chapter of National Academy of Elder Law Attorneys, 2000 and 2002

Special Licenses/Certifications:

• Certified Elder Law Attorney, National Elder Law Foundation (a private entity whose standards for certification are not regulated by the Commonwealth of Massachusetts), 1996
• Certified National Guardian, Center for Guardianship Certification (a private entity whose standards for certification are not regulated by the Commonwealth of Massachusetts), 2008

Bar/Professional Activity:

• Chair, Long-Term Health Care Issues Committee, Real Property, Probate and Trust Law Section of American Bar Association, 1992-1995.
• Chair, Elder Law Committee, General Practice Section of American Bar Association, 1990-1995.
• President, Massachusetts Chapter of National Academy of Elder Law Attorneys, 1994.
• Massachusetts, 1985
• U.S. District Court, District of Massachusetts, 1998

Scholarly Lectures and Writings:

• Author/Speaker/Moderator, An Analysis of Various Types of Transfers of the Home: Tax and Medicaid Issues, NAELA Institute, St. Louis, MO, 2001
• Author/Speaker, Tax Traps for the Unwary, Suffolk University Elder Law Institute, 1998.
• Author, Combining Long-Term Care Insurance with an Immediate Annuity," NAELA Quarterly, 1991
• Author, Using Long-Term Care Insurance to Cover the Medicaid Disqualification Period, The Briefcase, 1992
• Author, Structuring Intrafamily Sales Requires Attention to Federal Tax Consequences, NAELA Quarterly, 1991.
• Author, Medicaid Trusts: Resolving the Income Tax Issues, Estate Planning, 1991.
• Author, Counseling the Client on the Community Spouse Resource Allowance, The Practical Lawyer, 1990.
• Author, Despite Medicaid Transfer Restrictions, the Home May Still Be Kept in the Family, Estate Planning, 1990.
• Author, Using Special Powers in Medicaid Trusts, Probate & Property, 1990.
• Author, Despite Medicaid Transfer Restrictions, Late Transfers Can Save the Home, The Briefcase, 1990.
• Author, An Irrevocable Grantor Trust Can Assure Eligibility for Medicaid, Estate Planning, 1989.
• Author, Your Client's Right to Say No: A Nursing Home Is Not Inevitable, Especially If the Goal Is Home Health Care, The Compleat Lawyer, 1992.
• Author, Using Special Powers of Appointment in Medicaid Planning, NAELA Quarterly, 1992.
• Author, An Overview of Estate Planning on Behalf of Incompetent Persons, Massachusetts Lawyers Weekly, 1995.
• Author, Using a Charitable Remainder Annuity Trust to Pay for Long-Term Care Insurance, Estate Planning, 1997.
• Author, Tax Considerations Regarding Trusts, Estate Planning for the Aging or Incapacitated Client in Massachusetts, MCLE Book Publications, Massachusetts Continuing Legal Education, 1998, 2004.
• Author, Proper Medicaid Planning Can Keep the Home in the Family, Estate Planning, 2001.
• Speaker, Estate, Tax and Health Care Planning for the Terminally Ill Client, Massachusetts Bar Association, Boston, Massachusetts, 2000.
• Author/Speaker, Gifting Powers and Other Drafting Concerns with Powers of Attorney, Elder Law Institute, Colorado Springs, CO, 2000.
• Speaker, Tax, Trust and Health Care Planning for the Terminally Ill Client, Massachusetts Chapter of National Academy of Elder Law Attorneys, Newton, Massachusetts, 1999.
• Moderator/Speaker, Estate Planning for Incapacitated Persons in the Probate Court, Massachusetts Bar Association, Boston, MA, 1996.
• Moderator/Speaker, Estate Planning for the Disabled Beneficiary, Massachusetts Continuing Legal Education, Boston, MA, 1995, 1996.
• Author/Speaker, Basic Tax Planning for the Principal Residence, Elder Law Symposium, National Academy of Elder Law Attorneys, New York City, NY, 1995.
• Speaker, Using Testamentary Trusts in Medicaid and Tax Planning, Masachusetts Chapter of National Academy of Elder Law Attorneys, Newton, MA, 1995.
• Moderator/Author/Speaker, Preserving and Transferring the Principal Residence, Massachusetts Continuing Legal Education, Taunton/Peabody/Boston, MA, 1994.
• Author/Speaker, Trust & Tax Issues in Transferring Principal Residence, Elder Law Symposium, National Academy of Elder Law Attorneys, Atlanta, GA, 1993.
• Speaker, An Introduction to Elder Law: A Practice Concentration Comes of Age, Annual Meeting of American Bar Association, San Francisco, CA, 1992.
• Speaker, Elder Care Planning, Annual Advanced Estate Planning Conference, American Institute of Certified Public Accountants, San Diego, CA, 1991.
• Speaker, Love, Trust & Money in the Golden & Silver Years: Divorce, Taxation & Medicaid Issues, Annual Meeting of American Bar Association, Atlanta, GA, 1991.
• Author/Speaker, Federal Taxation of Gifts and Trusts in the Elder Law Context, Elder Law Symposium, National Academy of Elder Law Attorneys, Orlando, FL, 1991.
• Author/Speaker, The Use of Trusts in the Elder Law Practice, Elder Law Symposium, National Academy of Elder Law Attorneys, San Diego, CA, 1990.

Educational Background:

• B.S., Operations management, Boston College, 1980
• J.D., Boston University School of Law, 1984
• LL.M., Taxation, Boston University School of Law, 1990