Admitted
- 1985, Massachusetts
- 1986, Connecticut
- 1987, U.S. District Court, District of Massachusetts
- 1988, U.S. District Court, District of Massachusetts and Connecticut; U.S. Tax Court
Professional and Community Activities
American College of Trust and Estate Counsel, fellow
The Estate Planning Council of Hampden County, Inc., board member and past president
Massachusetts Chapter of the National Academy of Elder Law Attorneys (NAELA), former (and founding) board member and current member
Publications
"Estate Planning for Second Marriages," Business West, April 2014, (Co-Authored with Michele J. Feinstein)
"10 ThingsYou Should Know About Reverse Mortgages," Business West, September 2013
"10 Things to Know About 'Scary' Retirement-plan Beneficiaries," Business West, July 2012
“Do Well by Doing Good,” Business West, December 2012
“Matters of Trust,” Business West, December 2010
“Estate Planning for Farmers and Landowners,” 2010
“Irrevocable Income-Only Trusts in Medicaid Planning,” 2009
“Estate Planning for Authors and Artists,” The Hotel Northampton, Northampton, MA, 2008
“Estate Planning for the Moderate Estate,” MCLE, 2008
“Safeguarding the Castle: Can a Trust Keep the Dragon from the Gate?” The Estate Planning Council of Hampden County Inc., 2008
“Learn How Trusts can Protect: You, Your Family, and Your Charitable Interests,” Legacy Bank, 2008 (Co-Authored with Carol C. Klyman and Michele J. Feinstein)
“Marital Deduction Formulas: Fun for the Entire Family,” National Academy of Elder Law Attorneys, 2007
“Planning for Long-Term Care: New Laws and Regulations,” 2007 (Co-Authored with Carol C. Klyman and Michele J. Feinstein)
“Massachusetts Medicaid Today 2007: Long-Term Care Policy,” 2007 (Co-Authored with Carol C. Klyman and Michele J. Feinstein)
“Understanding Massachusetts Estate Tax,” The Bank of Western Massachusetts CPA Workshop Series, 2007
“Estate Planning for Unmarried Partners and Same Sex Couples in Massachusetts: Pitfalls and Opportunities,” Western New England College, 2006
“Basics of the Transfer Tax System,” Berkshire County Estate Planning Council, 2005
“Income Only Grantor Trust: Preserving the Home and Other Assets under the Deficit Reduction Act of 2005,” MCLE, 2006
“Paying for Long Term Care,” Hampden County Estate Planning Council, 2002
“Medicaid Planning with Tax Deferred Assets,” National Academy of Elder Law Attorneys, 2002
“Generation Skipping Tax Changes, Estate Planning and The Use of Trusts Under Tax Repeal,” Western New England College Tax Institute, 2001
“Oops! What to Do When the Gong Has Rung: The Use of Disclaimers with the Previously Taxed Property Credit,” MCLE, 2000
“Post Mortem Planning for Married Decedents: The Top Ten on Your Hit Parade,” Western New England College Tax Institute
“Transferring the Family Business to the Next Generation: Installment Sales, SCINS, GRATS & Annuities,” Massachusetts Bar Association, 1995 (Co-Author with Attorney Timothy P. Mulhern)
“Tax Consequences of the Uses of Grantor and Non-Grantor Trusts in Medicaid Planning,” Elder Law Report, 1991
“Tax Ramifications of the Power to Make Gifts,” Elder Law Report, 1990
“Medicaid Eligibility and Planning for the Elderly,” National Business Institute, 1990
“Estate Planning for S Corporation Shareholders,” Massachusetts Lawyers Weekly, 1987
“Death and Taxes: Preparation of the Federal and Massachusetts Tax Return,” National Business Institute, 1987
Ann I. Weber online at: superlawyers.com
