Stephen Oliver and William Speciale presented to the Boston Probate and Estate Planning Forum on January 9, 2019 at the Union Club of Boston. The topic was Tax-Advantaged Investing: Achieving and Maximizing Tax Alpha.
The Boston Probate and Estate Planning Forum is an association of experienced and senior-level trusts and estates attorneys in Massachusetts. The Forum meets monthly to discuss current topics in the fields of probate, estate planning, tax, and trust administration. Guest speakers are attorneys, academics, government officials, and professionals in related fields with substantial expertise in their respective disciplines.