- (413) 387 – 0080
- [email protected]
- Estate Planning – estate tax minimization, asset protection and charitable giving
- Campaign Finance – political organization start up, PAC Administration and political accounting
I am a Massachusetts asset protection attorney who provides legal counsel to individuals, married couples, families, business owners and nonprofits in the areas of estate planning and campaign finance.
Unlike most lawyers, I am also a Certified Public Accountant. I leverage my experience as a CPA to factor Massachusetts estate tax minimization techniques into estate plans; advise my clients on asset protection strategies; and identify financial issues before they percolate into legal problems.
Previously, I worked as a lobbyist, focusing on tax and health care legislation, first for a public sector labor union, and then at one of northern New England’s largest and leading law firms, representing Fortune 500 corporations and trade associations.
At Old Colony Law, I counsel nonprofits, candidates for public office and political influencers on establishing political organizations; designing tax-efficient charitable and political giving strategies; and unraveling campaign finance and IRS compliance issues.
I earned my law degree at the University of New Hampshire School of Law and my accounting degree at Champlain College in Burlington, Vermont. My wife and law partner, Claire, and I established Old Colony Law in 2021.
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