| Attorney Paul Bernstein is licensed to practice law in the Commonwealth of Massachusetts, having been admitted to the Bar in 1992. He is a member of the Bar of the State of Pennsylvania and is admitted to practice before the United States District Court. A graduate ofthe University of Massachusetts at Amherst, Paul earned a BA degree in Political Science followed by a Juris Doctor degree from the University of Pittsburgh School of Law. Attorney Bernstein is a frequent lecturer to various professional organizations concerning issues of Wealth and Business Strategy counseling, with special focus on programs designed for the professional advisor. Attorney Bernstein is a Founding Member of Wealth Counsel (a nationwide network of estate planning attorneys), a charter member and Chairman of the New England Estate Planning Attorneys Symposium, a member of Business Enterprises Institute, a member of the Essex County Estate Planning and Business Council, and a Director of the Society of Financial Service Professionals, Boston Chapter. He maintains his professional memberships in the Massachusetts Bar Association and the Essex County Bar Association. |
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COMMITMENT TO EXCELLENCE
SPECIALTY EDUCATION in ADVANCED ESTATE AND BUSINESS PLANNING
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| Taxation of Trusts and Estates Taxation – Corporate and Partnerships International Estate Planning Education Funding Alternatives Private Annuities and SCINs Alaska Community Property Trusts Marital Formula Funding Clauses Asset Protection for Medical Practices Practical Applications for GRATs Retirement Distribution Planning Postmortem Trust Administration Charitable Planning for the 21st Century Exit Planning Boot Camp Understanding and Drafting Business Succession Documents Advanced Issues in LLCs Chapter 156D and Privately Held Companies Asset Protection Planning Estate Planning in Light of the New Tax Act Preserving and Transferring the Principle Residence |
Business Succession Planning Charitable Trusts Annual Estate Planning Conference – 2004; 2003; 2002 Estate Planning with FLPs and FLLCs Family Limited Partnerships in Massachusetts Medicaid Planning Federal Income Taxation of Estates and Trusts Multigenerational Trusts Irrevocable Trust Workshop Offshore and Domestic Asset Protection Planning Asset Protection Trusts: Onshore and Offshore GRATs, QPRTs and Other Discounting Techniques Drafting Revocable Living Trusts ESOPs – The Fundamentals and More Delaware Spendthrift & Dynasty Trusts Planning with Wyoming Close LLCs Nonqualified Employee Plan |
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Bernstein Law Group, PC - 530 Loring Ave. Salem, MA 01907 | (978) 825-0033 - Info@BLGPC.com |
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