Don’t Let Change Wreck Your Business: The Buy-Sell Agreement

Divorce – an unexpected death, disability, or retirement – an irreconcilable dispute. Any of these events may put your successful, stable business into a tailspin. Luckily, a buy-sell agreement can help you and your business be better prepared to handle these events. What is a Buy-Sell Agreement? A buy-sell agreement is a legally binding agreement between co-owners of a business that controls what happens if…

Legalized Marijuana: What Every Employer Needs to Know

The marijuana industry is huge and growing. In 2017, legal marijuana was a $1.5 billion industry in Colorado alone according to data from the Colorado Department of Revenue, and it has been identified by many analysts as one of the fastest growing industries in the United States. To date, 33 states and the District of Columbia have legalized either medical marijuana or recreational marijuana, or,…

What 199A Regulations Mean for Your Clients

Tax-Saving Opportunities for Business Owners Are any of your business-owning clients curious about the new Section 199A deduction? Although the deduction became effective on January 1, 2018, guidance on how it would be calculated was delegated to the Internal Revenue Service (IRS) by Congress. For months, financial and tax professionals have speculated about various aspects of this new deduction since Congress gave us little concrete…

Insights to Protect Your Business Owner Clients

Building a business is often an all-consuming quest. Your entrepreneurial clients have spent years, maybe decades, fighting past obstacles to make their dreams a reality. It’s easy for founders to find themselves so absorbed that they forget about the “outside” world. This short sightedness can harm their relationships and health, in the worst cases. It has other consequences, too. Founders often neglect to deal with…

SUCCESSOR TRUSTEE WORKSHOP HELD

The Bernstein Law Group held a Successor Trustee Workshop on Thursday, November 12, 2015 at the Cummings Center in Beverly, MA. This presentation was geared to those who will carry out the responsibility of Trustee for a living trust, Health Care Agents, and agents under Power of Attorney.   At the workshop, Attorney Paul Bernstein provided attendees with an understanding of the basics of estate planning.  In addition,…

ATTORNEY PAUL BERNSTEIN RECEIVES BOARD-CERTIFICATION AS AN ESTATE PLANNING LAW SPECIALIST

Attorney Paul Bernstein is newly Board-certified as an Estate Planning Law Specialist (EPLS) by the Estate Planning Law Specialist Board, Inc., the only such certification accredited by the American Bar Association. Attorney Bernstein joins a select group of 75 attorneys nationwide, and is one of only two in Massachusetts, to have obtained the EPLS Board-certification. To become Board-certified as an Estate Planning Law Specialist (ELPS),…

ATTORNEY BERNSTEIN PARTICIPATES IN PANEL PRESENTATION

On April 10, 2015, Attorney Bernstein participated as a panel member at a presentation of the Elder Law Institute XXI.  Presented by Suffolk University Law School’s Health & Biomedical Law Concentration and MassNAELA, the topic of discussion was “Dissecting Trust Agreements-What Makes Them Work?”  The institute highlighted the essential elements of  a “typical” trust:  the meaning of each clause, which clauses could be added, and…

ATTORNEY BERNSTEIN-KEYNOTE PRESENTER

Attorney Paul Bernstein was a keynote presenter at the Business Planning Boot Camp, a continuing education opportunity organized by Wealth Counsel, a national professional practice development company.  The event, held at the Renaissance Las Vegas on March 07-08, 2013, was designed to educate attorneys on how to grow their business and develop a system of lifetime care for their clients. Legal issues, practice building strategies,…

NEW WORKSHOP HELD

The Bernstein Law Group recently held a workshop for Massachusetts accountants, financial advisors and life insurance professionals titled WHAT THE NEW TAX LAW MEANS TO YOUR CLIENTS.  The workshop was held on Tuesday, February 12, 2013 at the Holiday Inn Boston Peabody in Peabody, MA.   The presentation by nationally recognized attorney Paul Bernstein was designed to highlight the major provisions of the American Taxpayer Relief Act of…

Attorney Bernstein Honored

Attorney Paul Bernstein was recently honored by the Massachusetts Chapter of the National Academy of Elder Law Attorneys at its annual meeting. Attorney Bernstein, who is retiring from the chapter board of directors, was recognized for his advocacy for elder seniors and his commitment to raising awareness of legal issues affecting seniors. The National Academy of Elder Law Attorneys is the premier organization of attorneys…

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