Director estate planning Bank of Boston, 1973—2002, Citizens Bank, Boston, since 2004. Instructor economics Insurance Institute, Boston, 1984—1994. Past president Boston Estate Planning Council, 1990—1991, estate planner year, 1994—1994.
Instructor estate planning Suffolk Law School, Boston, since 2002.
- The Little Blue Book of Estate Planning
- A description of choices involved in estate planning, including probate issues, estate taxes, leaving assets to a spouse and then to children or other takers.