The Bernstein Law Group recently held a workshop for Massachusetts attorneys, accountants, financial advisors and life insurance professionals. This presentation, titled THE MASSACHUSETTS UNIFORM TRUST CODE IS NOW LAW – HOW WILL IT AFFECT YOUR CLIENTS’ ESTATE PLANS?, was held on Thursday, September 13, 2012 at the SpringHill Suites Marriott in Peabody, MA. At the workshop, Attorney Paul Bernstein provided information on the new Massachusetts…
ATTORNEY BERNSTEIN ATTENDS NAELA ADVANCED ELDER LAW BOOT CAMP
Attorney Bernstein recently attended the NAELA Advanced Elder Law Boot Camp in Boston. This two-day workshop was part of the National Aging and Law Institute, a conference hosted by the National Academy of Elder Law Attorneys (NAELA) and co-sponsored by the National Aging and Law Conference (NALC). The National Aging & Law Institute is intended to equip elder and special needs law attorneys and other…
ATTORNEY BERNSTEIN ELECTED AS MassNAELA DIRECTOR
The Massachusetts Chapter of the National Academy of Elder Law Attorneys (MassNAELA) has announced that Marblehead attorney Paul Bernstein, founder of the Bernstein Law Group, P.C., has been elected as a Director of the organization for 2012. Attorney Bernstein has been a member of MassNAELA for over eight years. Members are attorneys who are experienced and trained in working with the legal problems of aging…
RECENT SPEAKING ENGAGEMENTS
Attorney Bernstein recently spoke at two conferences, educating over 100 attorneys and accountants. The first, held on October 27-28 at the Sheraton Framingham was a national conference for estate and business planning lawyers. The second event was held in Amherst, Ma on November 2 for the UMASS Tax School. Paul has earned a national reputation as an excellent presenter and is passionate about educating other…
National Estate Planning Awareness Week, October 17-23, 2011
The Bernstein Law Group Joins Colleagues in Promoting National Estate Planning Awareness Week, October 17-23, 2011 Salem, MA, Oct. 18, 2011 – Paul Bernstein, Esq. of the Bernstein Law Group announced today that he is joining his estate planning colleagues in a public relations campaign to showcase National Estate Planning Awareness Week, October 17-23, 2011. According to a 2010 industry trends survey of estate planners,…
2010 – A Good Year to Die – Not So Fast
Dear Colleagues, The Massachusetts Department of Revenue has issued a working draft directive on the issue of deaths occurring in 2010. This directive, if it becomes the rule, may cause a double tax on many 2010 estates. BRIEF BACKGROUND As many of us know, the federal Tax Act of 2010 became law at the very end of last year. Prior to the passage of the…
ENCORE WORKSHOP
The Bernstein Law Group recently held an encore presentation of a workshop for Massachusetts accountants, financial advisors and life insurance professionals. The MAKING MEDICAID PLANNING A PROFITABLE PART OF YOUR PRACTICE workshop was held once again on Thursday, August 18, 2011 at the SpringHill Suites Marriott in Peabody, MA. The Bernstein Law Group has developed Continuing Education programs designed to increase financial advisors’ knowledge of basic estate planning…
RECENT WORKSHOP
The Bernstein Law Group recently held a workshop for Massachusetts accountants, financial advisors and life insurance professionals. The MAKING MEDICAID PLANNING A PROFITABLE PART OF YOUR PRACTICE workshop was held on Thursday, June 16, 2011 at the SpringHill Suites Marriott in Peabody, MA. At the workshop, Attorney Paul Bernstein provided a 2 hour course specifically designed to increase the professionals’ knowledge of Medicaid planning and the benefit to their practices . The…
WORKSHOP HELD
The Bernstein Law Group recently held a workshop exclusively for its clients and guests. The SUCCESSOR TRUSTEE WORKSHOP was held on Tuesday, April 26, 2011 at the SpringHill Suites Marriott in Peabody, MA. This was an evening for the firm’s clients and for those who will carry out the responsibility of Trustee for a living trust. At the workshop, Attorney Paul Bernstein not only provided attendees with an understanding…
LAW FIRM MERGER
Attorney Bernstein announces a merger with the Concord Law Group, LLC, an estate planning firm headed by Attorney Lindsay Smith Kafka. Attorney Kafka will stay on in an Of Counsel capacity. The merger joins two firms with established reputations for excellence and similarities between practices.