Articles Published by Alexander A. Bove, Jr. (partial list): Author: Stripped Private Installment Notes, Estate Planning Magazine, April 2006 Author: The No-Tax Dynasty Trust, Trusts & Estates, March 2006 Author: Letters of Wishes Can Be Invaluable, Trusts & Estates, January 2006 Author: Trust Protector - Friend of Fiduciary? Trusts & Estates, November 2005 Author: The Growing Use of Trust Protectors: Are We Overprotected? Trusts & Trustees, September 2005 Author: The Rise of the Purpose Trust, Trust & Estates, August 2005 Author: The United States Judge Tackles the "Now You See It - Now You Don't" Strategy of Offshore Trusts, Trusts & Trustees, July/August 2005 Author: The Use of Purpose Trusts in the United States, selected by the American Bar Association for inclusion in "Best of ABA Sections," GPSolo Magazine, March 2005 Author: The Intra-Family Tax-Deferred Transactions Combined with a Variable Universal Life Policy, Estate Planning Magazine, February 2005 Author: The Use of Purpose Trusts in the United States, Trusts & Trustees, July/August 2004 Author: Drafting Offshore Trusts - Are We Productively Evolving or Just Perpetuating our Predecessors, Misconceptions, Trusts & Estates, July 2004 Author: Protecting Assets Through Insurance and Annuities, Estate Planning Magazine, June 2004 Author: Asset Protection, Swiss Annuities and Trusts, Offshore Investment, May 2004 Author: The Purpose of Purpose Trusts, Probate & Property Magazine, May/June 2004 Author: The Trust Protector: Trust(y) Watchdog or Expensive Exotic Pet? Estate Planning, August 2003 Author: Combining a Private Annuity with a Variable Universal Life Policy, Estate Planning, December 2002 Author: The Mechanics of Establishing an Offshore Trust; Chapter 5 of Asset Protection Strategies, American Bar Association, 2002 Co-Author: Trusts and Estates Forum, Massachusetts Lawyers Weekly 2002-present Author: Exercising Powers of Appointment - A Simple Task or Tricky Business?, Estate Planning Magazine, June 2001 Author: Powers of Appointment; More (Taxwise) Than Meets the Eye, Estate Planning Magazine, October, 2001 Author: Moving the Immovable: Protecting the Real Estate from Creditors' Claims, Estate Planning Magazine, August/September 2000 Author: Thought-Provoking Ways of Circumventing Section 684, (Or) Taming the Paper Tiger, Asset Protection Journal, Winter 1999 Author: The Foreign LLC: Will It Replace Family Limited Partnership?, Asset Protection Journal, Winter 1999 Author: Use of Powers of Appointment to Protect the Home, Estate Planning, January, 1997 Financial/Legal Columnist: The Boston Globe, "Family Money" column, 1973-1995

Articles Published by Melissa Langa (partial list): Co-Author, Trusts and Estates Forum, a regularly appearing column in Massachusetts Lawyers Weekly (2001 - Present) Author and Lecturer, What Financial Advisors Need to Know About Asset Protection Planning, Society of Financial Service Professionals (March 2006) Author and Lecturer, The Rules of the Game: Transfer Tax Planning for the Non-Resident Alien, Boston Bar Association (April 2006). Co-Author and Lecturer, Advisor's Guide to Asset Protection Planning, National Association of Insurance and Financial Advisors Conference, Massachusetts Chapter (January 2006) Lecturer, The Bankruptcy Act of 2005, Massachusetts Association of Public Accountants, Combined Institute of Federal and State Taxation (November 2005) Lecturer, New Developments in Generation Skipping Transfer Tax Planning, American Bar Association Joint Taxation and Probate/Real Property Meeting, San Francisco (September 2005) Chair, Preserving and Transferring the Principal Residence MCLE Seminar (August 2005) Author and Lecturer, Use of Powers of Appointment in Drafting Asset Protection Trusts, ALI-ABA Satellite Televised Program Asset Protection Update (Washington D.C. June 2005) Co-Author, Planning Bequests and Gifts to Grandchildren, a chapter in the book "Drafting Estate Plans" published by the Massachusetts Continuing Legal Education (2005) Co-Author, A United States' Judge Tackles the "Now You See It Now You Don't" Strategy of Offshore Trusts; Trusts & Trustees (Volume II, Issue 8 July/August 2005) Co-Author, Cross-Border Private Client Estate Planning - Year in Review, 39 International Lawyer No. 2 (Summer 2005) ; 38 International Lawyer No. 2 (Summer 2004) Author & Lecturer, Federal and State Transfer Taxes; Uses of Insurance in Estate Planning; and The Art of Charitable Giving, Estate Planning Basics, Massachusetts Continuing Legal Education (2005) Author & Lecturer, Offshore Trusts and The Mechanics of Establishing Them, 16th Annual Symposia, Real Property, Probate, & Trust Law, American Bar Association (Washington D.C. 2005) Author & Lecturer, Special Considerations in Drafting Asset Protection Trusts, 15th Annual Symposia, Real Property, Probate, & Trust Law, American Bar Association (Seattle, Washington 2004) Author & Lecturer, Offshore Trusts: How the Landmark Cases Have Affected Drafting Issues and Selection of Jurisdictions, 14th Annual Symposia, Real Property, Probate, & Trust Law, American Bar Association (New York 2003) Author & Lecturer, The Benefit of Outright Gifts, Estate Planning in a Volatile Market, Massachusetts Continuing Legal Education (2003) Author & Lecturer, Formula Alternatives, The New Massachusetts Estate Tax, Massachusetts Continuing Legal Education (2003) Author, Massachusetts Permits Single Member Limited Liability Companies, Newsletter of the Committee on Partnerships and Unincorporated Business Organizations (ABA Section of Business Law)(July 2003) Author & Lecturer, Landmark Cases in Asset Protection Planning, Asset Protection Trusts: Onshore and Offshore, Massachusetts Continuing Legal Education (2003) Author & Lecturer, Property Rights in a Dead Body: Ted Williams Revisited, Massachusetts Probate & Family American Inn of Court (2003) Co-Author, Is There a MICRUM Trust In Your Client's Future?, Personal Financial Planning Monthly (Journal for Financial Planning Professionals April 2003) Author& Lecturer, Lifetime Asset Transfers and Section 529 Plans, Estate Planning Basics, Massachusetts Continuing Legal Education (2003) Author & Lecturer, Marginally Taxable Estates: The New Massachusetts Estate Tax and Other Challenges for the Advisor, Boston Estate Planning Council (2003) Co-Author, A Case of (ERISA) Silence Not Being Golden: Lampkins v. Golden, Leimberg Information Services (2002) Author of the "Legal Developments" column in Asset Protection Journal; Panel Publishers, Law Division, New York, N.Y. (1999 - 2001) Co-Author, Asset Protection in Your Own Backyard, Boston Business Journal (Oct. 26 - Nov. 1, 2001) Co-Author, The US LLC - Will it Replace the Family Limited Partnership? Offshore Investments (Nov. 2002) Lecturer, Lifetime Gifting, Estate Planning Basics MCLE (Boston 2002) Author and Lecturer, Personal Residence Trusts and the Economic Growth and Tax Relief Reconciliation Act of 2001, Preserving and Transferring the Principal Residence MCLE (2002) Author and Lecturer, Ethical Wills, Brookline Senior Center (2002) Author and Lecturer, Common Estate Planning Errors, Boston Bar Association (2002) Author and Lecturer, Ten Tax Tips, Massachusetts Women Lawyers Assoc. (2002) Co-Author, A Case of (ERISA) Silence Not Being Golden: Creditor Protection of SEP IRA, Asset Protection Planning Newsletter, Steve Leimberg Editor (Nov. 2002) Moderator, ABC's of IRD, Boston Estate Planning Council (Oct. 2002) Co-Author, Noteworthy Legal Developments Affecting Asset Protection Planning, Asset Protection Strategies: Planning with Domestic and Offshore Entities (ABA 2002) Author and Lecturer, Planning Under the Economic Growth and Tax Relief Reconciliation Act of 2001 as part of "The Basics: Estate and Gift Planning"; Massachusetts Bar Association Continuing Legal Education Program (2002). Author and Lecturer, Personal Residence Trusts, Preserving and Transferring the Principal Residence MCLE (2001) Co-Author, Trusts and Estates Forum Boston Law Tribune (2001) Author, Generation Skipping Transfer Tax Planning published in The Best of MBA-CLE, Massachusetts Bar Association (September 2000) Lecturer, Generation Skipping Transfer Tax Planning, Basic Estate Planning Seminar, Massachusetts Bar Association (2000 - 2004) Co-author, Use of A Retained Interest Trust in Combination With A Limited Partnership; Massachusetts Lawyers Weekly (December 13, 1999) Co-author, Recent Developments in Asset Protection Planning; American Bar Association's Section on Real Property, Probate, and Trust Law Symposium; 10th Annual Spring CLE & Committee Meeting (May 1999) Author and Lecturer, Generation Skipping Transfer Tax Planning for the Novice Estate Planner as part of "The Basics: Estate and Gift Planning"; Massachusetts Bar Association Continuing Legal Education Program (1999 - 2004) Quoted in "Pets: Who Would Care For Them If You Couldn't?", Animals Magazine (Summer 2001) Quoted in HorsesMouth.com regarding gift and estate tax implications of grantor trusts (Summer 2004).

Articles and Presentations by Robert H. Ryan: Co-Author, Legal Developments Column, Asset Protection Journal published by Aspen Publishers, Inc., (2001 and 2002) Author, Overview Of Transfer Penalties For Medicaid Planning, MBA Section Review, November 2002 Author and Lecturer, Massachusetts Estate Tax And MassHealth Regulations, Lorman Educational Services, May 2005 Author and Lecturer, Estate And Medicaid Planning Involving Real Estate, Real Estate Bar Association, May 2004 and November 2004 Author and Lecturer, Massachusetts Estate Tax And MassHealth Regulations, Lorman Educational Services, May 2004 Author and Lecturer, Advanced Planning With Charitable Remainder Trusts, Lorman Educational Services, July 2003 Author and Lecturer, Overview Of Transfer Penalties For Medicaid Planning, MBA CLE, October 2002

Articles and Presentations by Deborah B. Dong: Author and Lecturer, Choice of Legal Entities & Intellectual Property Law, Boston University School of Management Entrepreneurial Unit, October 2005 Co-Author, Estate Planning for Same-Sex Married Couples, Tremont Law Group LLP Newsletter, October 2005 Author, Primer on Intellectual Property Law for Entrepreneurs, Tremont Law Group LLP Newsletter, June 2005 Author and Presenter, Estate Taxes, Uncle Sam and You, Boston University School of Management Symposium, May 2005 Co-Author and Presenter, The Business Legal Workshop, Lawyers' Committee for Civil Rights Under Law of the Boston Bar Association and the Asian American Civic Association, May 2005 Author and Lecturer, Intellectual Property and Employment Agreements, Center for Women & Enterprise Entrepreneurial Training Program, February 2005

Other Articles Published by the Firm in 2006: Combining a Private Annuity With A Variable Universal Life Policy Intra-Family Tax-Deferred Transactions Combined With A Variable Universal Life Policy: More of the Best of All Worlds The Trustee, The Beneficiary, and The Letter of Wishes - Be Careful What You Wish For The No-Tax Dynasty Trust Trusts Without Beneficiaries: Purpose Trusts For The Family Pets Or The Family Business Stripping in Private: Planning with Stripped Installment Notes Put Your Trust in Money or Put Your Money in Trust?

Other Recent Articles from our Firm: Personal Residence Trusts Asset Protection Planning With Trusts The Value of an Experts Appraisal is Usually Worth the Price Use of a Retained Interest Trust in Combination with a Family Partnership A Dangerous Tax Trap In Structured Settlements

Archive of Selected Articles: Firms with Big Insurance Bills are Finding a Place in the Sun You Can Create Your Own Dynasty with a Multigenerational Trust Tax Planners Know They Must Use the Right Tool for the Right Job