Admissions
1979, District of Columbia
1980, U.S. Court of Appeals, Third, Fourth, Fifth, Sixth and Ninth Circuits
1982, Massachusetts
2000, U.S. Tax Court
Memberships
American College of Trust and Estate Counsel (ACTEC). Fellow. 2013
American Bar Association: Co-Vice Chair, Asset Protection Planning Committee 2011-2013. (Real Property Trust and Estate Section – Non-Tax Planning)
Chair, Generation Skipping Tax Committee 2007-2009 (Real Property Trust and Estate Section – Income and Transfer Tax Planning)
Comments of Individual Members of the ABA Section of Real Property, Probate, and Trust Law
ABA Tax Section
and ACTEC Estate and Gift Tax Committee Concerning IRS Proposed Regulations Relating to Electing Into Or Out of the Generation Skipping Transfer Tax Deemed Allocation Rules for Indirect Skips REG-153841-02 (Summer 2004)
Membership from 1999-Present Real Property, Probate and Trusts Section and Taxation Section: Asset Protection Planning Committee
International Law Section: International Private Client Planning Committee
Business Law Section
Small Business Committee
Society of Trust and Estate Practitioners (STEP): Founding Co-Chair of STEP Boston Chapter: 2011 - 2013
Massachusetts Continuing Legal Education (MCLE): Member
Estate Planning Curriculum Advisory Committee. 2011 - Forward
Boston Estate Planning Council: President - 2010. Executive Officer (President Elect, Vice-President, Treasurer, and Secretary): 2006 - 2011. Board Member: 2004-2005. Past Committee Chair Positions: 2011 Governance Committee. 2011 Estate Planner of the Year Selection Committee. Programs Committee (2004-2005 and 2005-2006). Committee Member: 2012-2013: Programs Committee and Governance Committee
2011-2012 Technology Committee. The Council has over 800 members consisting of lawyers, accountants, trust officers, financial advisors, insurance professionals, and charitable giving officers
all engaged in the practice of estate planning.
Boston Bar Association Trusts & Estates Section: Member, Multi-Disciplinary Practice (MDP) of Law Task Force (1999-2000)
Membership from 1998
International Tax Planning Association: Membership from 2004
Massachusetts Bar Association: Membership from 2005
Women's Bar Association of Massachusetts: Membership from 2005
National Association of Female Executives: Membership from 2005
