PAUL BERNSTEIN


                 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. Paul Bernstein
COMMITMENT TO EXCELLENCE SPECIALTY EDUCATION in ADVANCED ESTATE AND BUSINESS PLANNING

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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