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Articles:
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Articles Published by Alexander A. Bove, Jr. (partial list):
- Co-Author: Trusts and Estates Forum, Massachusetts Lawyers Weekly 2002-present.
- Co-Author: The Foreign Bank Account Bomb - How to Defuse It, Estate Planning, 2008.
- Author: The United States As An Offshore Asset Protection Trust Jurisdiction The Worlds Best Kept Secret?, Trusts & Trustees, Oxford Journals, 2008.
- Author: Improving Your Form: Serious Oversights in Asset Protection Trusts And How to Avoid Them, Offshore Investment, May 2007.
- Author: Asset Protection Trusts - The Creditor's Nightmare, Journal of Taxation of Investments, Civic Research Institute, Winter 2007.
- Author: Offshore Trusts and Estate Planning - Overlooked Essentials, IFC Review, 2007.
- Author: Stripped Private Installment Notes, Estate Planning Magazine, April 2006
- Author: The No-Tax Dynasty Trust, Trusts & Estates, March 2006
- Author: Letters of Wishes Can Be Invaluable, Trusts & Estates, January 2006
- Author: Trust Protector - Friend or Fiduciary? Trusts & Estates, November 2005
- Author: The Growing Use of Trust Protectors: Are We Overprotected? Trusts & Trustees, September 2005
- Author: The Rise of the Purpose Trust, or Trusts Without Beneficiaries: Purpose Trusts for the Family Pet or the Family Business, Trust & Estates, August 2005
- Author: The United States Judge Tackles the "Now You See It - Now You Don't" Strategy of Offshore Trusts, Trusts & Trustees, July/August 2005
- Author: Put Your Trust in Money or Put Your Money in Trust?, Published in Horizon Air Magazine, Paradigm Communications Group, April 2005
- Author: The Use of Purpose Trusts in the United States, selected by the American Bar Association for inclusion in "Best of ABA Sections," GPSolo Magazine, March 2005
- Author: The Intra-Family Tax-Deferred Transactions Combined with a Variable Universal Life Policy, Estate Planning Magazine, February 2005
- Author: The Use of Purpose Trusts in the United States, Trusts & Trustees, July/August 2004
- Author: Drafting Offshore Trusts - Are We Productively Evolving or Just Perpetuating our Predecessors, Misconceptions, Trusts & Estates, July 2004
- Author: Protecting Assets Through Insurance and Annuities, Estate Planning Magazine, June 2004
- Author: Asset Protection, Swiss Annuities and Trusts, Offshore Investment, May 2004
- Author: The Purpose of Purpose Trusts, Probate & Property Magazine, May/June 2004
- Author: The Trust Protector: Trust(y) Watchdog or Expensive Exotic Pet? Estate Planning, August 2003
- Author: Combining a Private Annuity with a Variable Universal Life Policy, Estate Planning, December 2002
- Author: Asset Protection Planning With Trusts, Published in Journal of Practical Estate Planning, April-May 2002
- Author: The Mechanics of Establishing an Offshore Trust; Chapter 5 of Asset Protection Strategies, American Bar Association, 2002
- Author: Exercising Powers of Appointment - A Simple Task or Tricky Business?, Estate Planning Magazine, June 2001
- Author: Powers of Appointment; More (Taxwise) Than Meets the Eye, Estate Planning Magazine, October, 2001
- Author: Moving the Immovable: Protecting the Real Estate from Creditors' Claims, Estate Planning Magazine, August/September 2000
- Author: Thought-Provoking Ways of Circumventing Section 684, (Or) Taming the Paper Tiger, Asset Protection Journal, Winter 1999
- Author: The Foreign LLC: Will It Replace Family Limited Partnership?, Asset Protection Journal, Winter 1999
- Author: A Dangerous Tax Trap In Structured Settlements, Massachusetts Lawyers Weekly, August 18, 1997
- Author: Use of Powers of Appointment to Protect the Home, Estate Planning, January, 1997
- Financial/Legal Columnist: The Boston Globe, "Family Money" column, 1973-1995
- Author: You Can Create Your Own Dynasty with a Multigenerational Trust, Boston Globe, May 18th, 1995
- Author: Tax Planners Know They Must Use the Right Tool for the Right Job, Boston Globe, February 9th, 1995
- Author: Firms with Big Insurance Bills are Finding a Place in the Sun, Boston Globe, December 15th, 1994
- Author: The Value of an Experts Appraisal is Usually Worth the Price, Boston Globes Family Money 1994
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Articles Published by Melissa Langa (partial list):
- Co-Author, Trusts and Estates Forum, a regularly appearing column in Massachusetts Lawyers Weekly (2001 - Present)
- Co-Author: The Foreign Bank Account Bomb - How to Defuse It, Estate Planning, 2008.
- Author and Lecturer, The Great Escape: Charting the Course for the Vacation Home, Boston Bar Association, May 22, 2008
- Co-Author: The Flee Clause: A Siren Song of Asset Protection Trusts, Massachusetts Lawyers Weekly, February 25, 2008.
- Author and Lecturer, Asset Protection Guide for Financial Service Professionals, 50th Annual Harris M. Plaisted New England Conference of Financial Service Professionals (February 2008)
- Author and Lecturer, The Massachusetts Estate Tax: What Is It, How To Calculate It, and How to Plan To Eliminate It, Massachusetts Society of Certified Public Accountants (Annual Meeting January 2008)
- Author and Lecturer, Asset Protection Planning Up-Dates: Practical Strategies and Drafting Tips to Minimize Risk, ALI-ABA Live Video Webcast (Washington D.C. June 2007)
- Co-Author, Directing Discretion in Discretionary Trusts - The Letter of Wishes, Offshore Investments (May 2006)
- Author and Lecturer, What Financial Advisors Need to Know About Asset Protection Planning, Society of Financial Service Professionals (March 2006)
- Author and Lecturer, The Rules of the Game: Transfer Tax Planning for the Non-Resident Alien, Boston Bar Association (April 2006).
- Co-Author and Lecturer, Advisor's Guide to Asset Protection Planning, National Association of Insurance and Financial Advisors Conference, Massachusetts Chapter (January 2006)
- Lecturer, The Bankruptcy Act of 2005, Massachusetts Association of Public Accountants, Combined Institute of Federal and State Taxation (November 2005)
- Lecturer, New Developments in Generation Skipping Transfer Tax Planning, American Bar Association Joint Taxation and Probate/Real Property Meeting, San Francisco (September 2005)
- Chair, Preserving and Transferring the Principal Residence MCLE Seminar (August 2005)
- Author and Lecturer, Use of Powers of Appointment in Drafting Asset Protection Trusts, ALI-ABA Satellite Televised Program Asset Protection Update (Washington D.C. June 2005)
- Co-Author, Planning Bequests and Gifts to Grandchildren, a chapter in the book "Drafting Estate Plans" published by the Massachusetts Continuing Legal Education (2005)
- Co-Author, A United States' Judge Tackles the "Now You See It Now You Don't" Strategy of Offshore Trusts; Trusts & Trustees (Volume II, Issue 8 July/August 2005)
- Co-Author, Cross-Border Private Client Estate Planning - Year in Review, 39 International Lawyer No. 2 (Summer 2005) ; 38 International Lawyer No. 2 (Summer 2004)
- Author & Lecturer, Federal and State Transfer Taxes; Uses of Insurance in Estate Planning; and The Art of Charitable Giving, Estate Planning Basics, Massachusetts Continuing Legal Education (2005)
- Author & Lecturer, Offshore Trusts and The Mechanics of Establishing Them, 16th Annual Symposia, Real Property, Probate, & Trust Law, American Bar Association (Washington D.C. 2005)
- Author & Lecturer, Special Considerations in Drafting Asset Protection Trusts, 15th Annual Symposia, Real Property, Probate, & Trust Law, American Bar Association (Seattle, Washington 2004)
- Author & Lecturer, Offshore Trusts: How the Landmark Cases Have Affected Drafting Issues and Selection of Jurisdictions, 14th Annual Symposia, Real Property, Probate, & Trust Law, American Bar Association (New York 2003)
- Author & Lecturer, The Benefit of Outright Gifts, Estate Planning in a Volatile Market, Massachusetts Continuing Legal Education (2003)
- Author & Lecturer, Formula Alternatives, The New Massachusetts Estate Tax, Massachusetts Continuing Legal Education (2003)
- Author, Massachusetts Permits Single Member Limited Liability Companies, Newsletter of the Committee on Partnerships and Unincorporated Business Organizations (ABA Section of Business Law)(July 2003)
- Author & Lecturer, Landmark Cases in Asset Protection Planning, Asset Protection Trusts: Onshore and Offshore, Massachusetts Continuing Legal Education (2003)
- Author & Lecturer, Property Rights in a Dead Body: Ted Williams Revisited, Massachusetts Probate & Family American Inn of Court (2003)
- Co-Author, Is There a MICRUM Trust In Your Client's Future?, Personal Financial Planning Monthly (Journal for Financial Planning Professionals April 2003)
- Author& Lecturer, Lifetime Asset Transfers and Section 529 Plans, Estate Planning Basics, Massachusetts Continuing Legal Education (2003)
- Author & Lecturer, Marginally Taxable Estates: The New Massachusetts Estate Tax and Other Challenges for the Advisor, Boston Estate Planning Council (2003)
- Co-Author, A Case of (ERISA) Silence Not Being Golden: Lampkins v. Golden, Leimberg Information Services (2002)
- Author of the "Legal Developments" column in Asset Protection Journal; Panel Publishers, Law Division, New York, N.Y. (1999 - 2001)
- Co-Author, Asset Protection in Your Own Backyard, Boston Business Journal (Oct. 26 - Nov. 1, 2001)
- Co-Author, The US LLC - Will it Replace the Family Limited Partnership? Offshore Investments (Nov. 2002)
- Lecturer, Lifetime Gifting, Estate Planning Basics MCLE (Boston 2002)
- Author and Lecturer, Personal Residence Trusts and the Economic Growth and Tax Relief Reconciliation Act of 2001, Preserving and Transferring the Principal Residence MCLE (2002)
- Author and Lecturer, Ethical Wills, Brookline Senior Center (2002)
- Author and Lecturer, Common Estate Planning Errors, Boston Bar Association (2002)
- Author and Lecturer, Ten Tax Tips, Massachusetts Women Lawyers Assoc. (2002)
- Co-Author, A Case of (ERISA) Silence Not Being Golden: Creditor Protection of SEP IRA, Asset Protection Planning Newsletter, Steve Leimberg Editor (Nov. 2002)
- Moderator, ABC's of IRD, Boston Estate Planning Council (Oct. 2002)
- Co-Author, Noteworthy Legal Developments Affecting Asset Protection Planning, Asset Protection Strategies: Planning with Domestic and Offshore Entities (ABA 2002)
- Author and Lecturer, Planning Under the Economic Growth and Tax Relief Reconciliation Act of 2001 as part of "The Basics: Estate and Gift Planning"; Massachusetts Bar Association Continuing Legal Education Program (2002).
- Author and Lecturer, Personal Residence Trusts, Preserving and Transferring the Principal Residence MCLE (2001)
- Co-Author, Trusts and Estates Forum Boston Law Tribune (2001)
- Author, Generation Skipping Transfer Tax Planning published in The Best of MBA-CLE, Massachusetts Bar Association (September 2000)
- Lecturer, Generation Skipping Transfer Tax Planning, Basic Estate Planning Seminar, Massachusetts Bar Association (2000 - 2004)
- Co-author, Use of A Retained Interest Trust in Combination With A Limited Partnership; Massachusetts Lawyers Weekly (December 13, 1999)
- Co-author, Recent Developments in Asset Protection Planning; American Bar Association's Section on Real Property, Probate, and Trust Law Symposium; 10th Annual Spring CLE & Committee Meeting (May 1999)
- Author and Lecturer, Generation Skipping Transfer Tax Planning for the Novice Estate Planner as part of "The Basics: Estate and Gift Planning"; Massachusetts Bar Association Continuing Legal Education Program (1999 - 2004)
- Quoted in "Pets: Who Would Care For Them If You Couldn't?", Animals Magazine (Summer 2001)
- Quoted in HorsesMouth.com regarding gift and estate tax implications of grantor trusts (Summer 2004).
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Articles and Presentations by Robert H. Ryan:
- Author and Panelist, Intersection of Estate Planning and Bankruptcy, Joint Session Bankruptcy Committee and Trust and Estate Committee, Boston Bar Association, February 26, 2010
- Author and Panelist, Elder Law Institute XVI: Understanding the Elder Law & Medicaid Consequences of Estate Planning, Advanced Legal Studies, Suffolk University Law School, March 5, 2010
- Author, The Proposed Massachusetts Homestead Act: Legislation That Would Offer Welcome Change and Clarification, Mid-Year Review, Trust and Estates Section, Boston Bar Association, December 2009
- Lecturer, Trust Basics for the General Practitioner: Special Needs Trusts, Massachusetts Bar Association, Boston, December 2009
- Author and Lecturer, Asset Protection of the Principal Residence with Massachusetts Homestead Declarations and Tenancy-by-the-Entirety, Estate Planning Fundamentals Committee, Boston Bar Association, September 2009
- Moderator, Preserving & Transferring Your Client's Principal Residence, and Author and Lecturer, Preserving and Transferring Your Client's Principal Residence via Homestead and Tenancy-by-the-Entirety, MCLE, Burlington, July 29, 2009
- Author and Lecturer, Avoiding Common Estate Planning Errors, MCLE, Boston May 12, 2009 and Burlington May 19, 2009
- Moderator, Preserving & Transferring Your Client's Principal Residence, and Author and Lecturer, Preserving and Transferring Your Client's Principal Residence via Homestead and Tenancy-by-the-Entirety, The John P. McGloin Memorial Lecture Series, Essex County Bar Association and Greater Lynn Bar Association, February 2009
- Lecturer, Trust Basics for the General Practitioner: Special Needs Trusts, Massachusetts Bar Association, Boston and Worcester, November 2008
- Author and Lecturer, Trust Reformation: Overview of Massachusetts "Bosch" Cases, Boston Bar Association, October 2008
- Author, The Proposed Massachusetts Homestead Act: A Senate Bill That Would Offer Welcome Change and Clarification, Trust & Estates Section Summer 2008 Newsletter, Boston Bar Association
- Moderator, Preserving & Transferring Your Client's Principal Residence, and Author and Lecturer, Preserving and Transferring Your Client's Principal Residence via Homestead and Tenancy-by-the-Entirety, MCLE, Boston, July 2008
- Author and Lecturer, The Misleading Myths of Wills, Estates and Trusts: An Overview of Estate Planning and Relevant Documents, Department of Homeland Security Immigration and Customs Enforcement-Employee Training, Boston, April 2008
- Moderator, Preserving & Transferring Your Client's Principal Residence, and Author and Lecturer, Preserving and Transferring Your Client's Principal Residence via Homestead and Tenancy-by-the-Entirety, MCLE, Boston, July 2007
- Author, Protecting the Principal Residence with Homestead and A Brief Review of Tax Credits and Exemptions, Elder Law Institute XIII, The A-Z's of Real Property Issues, Suffolk University Law School, Center for Advanced Legal Studies, March 2007
- Co-Author with Alexander A. Bove, Jr., Is There Still Meaning to Life (Estates) After the DRA?, The ElderLaw Report, March 2007
- Moderator, Elders in Financial Crisis, and Author and Lecturer, Protecting the Principal Residence with Homestead and A Review of Tax Credits and Exemptions, MA National Academy of Elder Law Attorneys, Dinner Meeting, January 2007
- Author and Lecturer, Protecting the Principal Residence with Homestead and Tenancy-by-the-Entirety, Boston Probate and Estate Planning Forum, December 2006
- Author and Lecturer, Preserving and Transferring Your Client's Principal Residence via Homestead and Tenancy-by-the-Entirety, MCLE, Boston & Springfield, August 2006
- Author and Lecturer, Massachusetts Homestead including the Impact of the 2005 Bankruptcy Act and Pending Legislation, BBA Trust & Estates Section Year in Review, June 2006
- Co-Author and Lecturer, Impact of the 2005 Bankruptcy Act on Massachusetts Homestead Protection, MCLE Asset Protection Planning and the 2005 Bankruptcy Act, March 2006
- Author and Lecturer, Massachusetts Estate Tax and Estate Planning with Life Insurance, MCLE, March Estate Planning Basics, 2006
- Author and Lecturer, Preserving and Transferring Your Client's Principal Residence, MCLE, August 2005
- Author and Lecturer, Massachusetts Estate Tax And MassHealth Regulations, Lorman Educational Services, May 2005
- Co-Author with Alexander A. Bove, Jr., Do the Expanded Estate Recovery Rules spell Death for Life Estates? A Survivors's Guide, The ElderLaw Report, September 2004
- Author and Lecturer, Estate And Medicaid Planning Involving Real Estate, Real Estate Bar Association, May 2004
- Author and Lecturer, Massachusetts Estate Tax And MassHealth Regulations, Lorman Educational Services, May 2004 and November 2004
- Author and Lecturer, Basic Probate Issues, BBA Trust & Estate Fundamentals Committee, March 2004
- Author and Lecturer, Advanced Planning With Charitable Remainder Trusts, Lorman Educational Services, July 2003
- Author and Lecturer, Basic Probate Issues, BBA Trust & Estate Fundamentals Committee, April 2003
- Co-Author, Legal Developments Column, Asset Protection Journal published by Aspen Publishers, Inc., (2001 and 2002)
- Author, Overview Of Transfer Penalties For Medicaid Planning, MBA Section Review, November 2002
- Author and Lecturer, Overview Of Transfer Penalties For Medicaid Planning, MBA CLE, October 2002
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