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…
SUCCESSOR TRUSTEE WORKSHOP HELD
The Bernstein Law Group held a Successor Trustee Workshop on Thursday, October 11, 2012 at the SpringHill Suites Marriott in Peabody, MA. At the workshop, Attorney Paul Bernstein provided attendees with an understanding of the basics of estate planning. In addition, Attorney Bernstein spent time teaching successor trustees about trusts and trust administration, preparing them to assume the role of Trustee when the time comes.
EDUCATIONAL PRESENTATION ON THE NEW MA UNIFORM TRUST CODE
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…