June 2017

Thursday, June 22 at 3:00 p.m. | Estate Planning for Same-Sex Couples in a Post-Trump Administration World | Webcast | Lawline CLE Webcast

February 2017

Sunday, February 26 at 12:30 p.m. | Planned Giving Talk | Arlington Street Church, 351 Boylston Street, Boston, MA

November 2016

Thursday, November 3 at 10:00 a.m. | FPA of IL Conference for Advanced Planning (attendees only) | Oak Brook, IL
Tuesday, November 15 at 10:30 a.m. | Museum of Fine Arts Wealth Management Seminar – Planning Considerations for the Lesbian, Gay, Bisexual and Transgender Community* (MFA members only, registration required) | Boston, MA
*This presentation discusses the legal history of the path to marriage equality; the impact of Supreme Court decisions on state and federal benefits and tax; the pros and cons of marriage as they pertain to state and federal benefits; and estate planning tips for same-sex couples.