Experience

The Family Firm Institute - FFI

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Fellow

  • Sep 2020 - Present



Rimon Law

• United States
• Law Practice
• 1 - 100 Employee

• Partner

  • May 2017 - Present



Various

• Financial Services
• 1 - 100 Employee

• Book Author

  • 1997 - Present

  WOMEN, STRENGTH & PERSEVERANCE: What women know about other women but search for in themselves (2021)Women & Money: A Practical Guide to Estate Planning (2004)Women in Family Business: What Keeps You Up At Night? (coauthor)(2009)Cracking the $$ Code: What Successful Men Know and You Don't (Yet) 2009It's More Than Money: Protect Your Legacy (2014)Thomson Reuters Volumes 21-24, Massachusetts Practice Series Estate Planning (with forms) Probate Law and Practice (1997-present)

• Speaker

  • Jan 1988 - Present

  I speak regularly to a range of local, national, and international organizations including the Museum of Fine Arts, Rockefeller Trust Company, Smith College, Harvard Business School, Merrill Lynch, John Hancock, New York Life, the American Bar Association, Family Firm Institute (FFI), Business Families Foundation, and A.I.C.P.A. Topics have included "Creative Estate Planning Strategies", "Women & Money: A Practical Guide to Estate Planning", "Issues Facing Today's Family Businesses", "Pitfalls of Donor Intent", "Nuts and Bolts of Planned Giving", "New Times/New Risks: Practical Strategies to Protect Your Family's Intellectual, Social and Financial Wealth" and "Understanding Art and Estate Planning".



American College of Trust and Estate Counsel

• United States
• Law Practice
• 1 - 100 Employee

• Fellow

  • 2009 - Present



Business Families Foundation

• Past Member Board of Directors

  • Jun 2010 - Apr 2020

  www.businessfamilies.org



Indiana University Center of Philanthropy, Womens Philanthropy Institute

• Member Advisory Board

  • 2010 - 2020



The Family Firm Institute

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Member Board of Directors

  • 2013 - Nov 2019



Prince Lobel Tye LLP

• United States
• Law Practice
• 100 - 200 Employee

• Partner

  • 1995 - May 2017

  I am chair of Trust & Estates Practice Group at Prince Lobel Tye LLP, a Boston-based midsize law firm, and a nationally recognized authority on estate planning. I have more than 30 years of experience serving the needs of families, individuals, and owners of closely held businesses and work closely with the firm's Media and Intellectual Property Group represent authors, artists and musicians in estate planning and probate matters. I represent nonprofit institutions, donors, philanthropic organizations and private foundations, as well as art collectors and museums. My practice encompasses a wide range of issues involving inheritance law, trust law, and common law in issues related to real property and intangible property interests. As a result of the depth and breadth of my experience, I am frequently asked to testify as an expert witness in high-stakes divorce cases where trusts and other inherited assets are at issue. The opinions offered in my testimony have been favorably relied upon by the probate and family court.At Bentley University, I taught “Estate and Gift Taxation” in the Masters in Taxation program, and “Estate Planning” in the Masters in Financial Planning program. I have written several widely utilized professional texts on estate planning for Thomson-Reuters Publishing Company and am a regular estate planning columnist for AICPA CPAInsider which has a readership of more than 300,000 CPAs. I have written books on estate planning, financial, and business strategies in support of women to educate and empower them to value themselves and their contributions in order to accomplish their personal and professional goals.



Suffolk University

• United States
• Higher Education
• 700 & Above Employee

• President Law School Alumni Association

  • 2011 - 2012

  Member, Alumni Board of Directors 2008-2012