Rick has substantial experience working with wealthy families to preserve and protect their beneficiaries’ inheritance from excessive transfer taxes and from possible interference by third parties, including creditors and divorcing spouses. Rick specializes in business succession planning for owners of privately-held enterprises. Rick also advises business enterprises at all stages of their development, including organizational, operational, and merger and acquisition issues. He has acted as counsel to various fiduciaries and beneficiaries in matters of trust and estate administration, and has testified as an expert witness regarding drafting of trusts to hold closely-held business interests.
Quoted: "Power Grab!", Wall Street Journal, May 14, 2011
Because I Said So! A Practitioner's Guide to Preserving the Client's Intent when Disposing of the Family Business to an Irrevocable Trust, Estate Planning, Volume 38, Number 3
Quoted: "The Year of No Estate Tax" The Street, October 19, 2010
"The State Matters," Private Wealth, April/May 2008, with Jennifer Civitella Hilario
Quoted: "Where there's a will...," Boston Business Journal, October 19, 2007
Co-Author "Using Acquisitive, Divisive Reorganizations to Achieve Estate Planning Objectives," Estate Planning
"Increase of Trust Benefits Through Situs Change" Finance and Estate Planning
Co-Author "Final Regulations Under §501(c)(9) Present New Planning Opportunities"
"Using a Corporate Stock Purchase Agreement in Establishing Value for Estate Tax Purposes"; and sole authorship "Highlights of the New Massachusetts Sponge Tax," Lifenotes
"Despite Risks, Personal Holding Companies Provide Many Opportunities for Estate Planners"; "When and How to Change the Situs of an Irrevocable Trust Without Adverse Effects"; and "Knowledge of the IRS's Approach Can Increase Taxpayers' Success on Questions of Valuation" Estate Planning
"New Tax Bill Enhances §529 College Savings Plans" Policy Matters
"Charitable Remainder Trusts – Having Your Cake and Eating it Too!" The Massachusetts Life Underwriter
"New Chapter 14 Rules Affect Buy-Sell Agreements" Estate Planning, News and Views