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Ann ("Ami") concentrates her practice in the areas of estate tax planning, estate administration, probate, and elder law.
Education and Background
J. D. with honors, University of Connecticut, 1985
M. S., Library Science, Southern Connecticut State College, 1975
M. A., American Studies, University of Connecticut, 1973
B. A., Music, Duke University, Durham, N.C., 1970
Associate, 1985, and Partner, since 1989, Shatz, Schwartz and Fentin, P.C.
Ami's previous experience includes employment at the Internal Revenue Service
Member, Massachusetts Bar and Connecticut Bar and admitted to practice before the United States District Court (Massachusetts and Connecticut) and the U.S. Tax Court
Professional and Community Activities
Fellow, American College of Trust and Estate Counsel
Past President, Hampden County Estate Planning Council
Past Board Member, Massachusetts Chapter of the National Academy of Elder Law Attorneys
Publications
Selected Tax Issues in Estate Planning for the Elderly, MCLE, 1987-92, 1994
Estate Planning for S Corporation Shareholders, Massachusetts Lawyers Weekly, 10/87
Death and Taxes: Preparation of the Federal and Massachusetts Tax Return, National Business Institute, 1987
Tax Ramifications of the Power to Make Gifts, Elder Law Report, 1990
Medicaid Eligibility and Planning for the Elderly, National Business Institute, 1990
Tax Consequences of the Uses of Grantor and Non-Grantor Trusts in Medicaid Planning, Elder Law Report, 1991
Transferring the Family Business to the Next Generation: Installment Sales, SCINS, GRATS & Annuities, with Timothy P. Mulhern, Esquire, Massachusetts Bar Association, 1995
Oops! What to Do When the Gong Has Rung: The Use of Disclaimers with the Previously Taxed Property Credit, MCLE, 2000 | 