Preserving Your Legacy
Estate Planning
Special Needs Estate Planning  
Estate Planning For Real Estate Holdings
Gifting Through Generation Skipping Trusts
Guardianship And Conservatorship
Probate And Estate Administration
IRS and DOR Representation

Located in Newton, MA
Serving Metro West and Greater Boston

Biography

Photo - Loren Rosenzweig, attorney specializing in trust and estate planningFor more than 20 years Loren C. Rosenzweig has been bringing a personal and individualized approach to her trust and estate planning practice.  She has worked with families throughout the Boston area on probate and tax law matters and has a specific expertise in the area of special needs planning.

Loren received her B.A. from Brown University, her J.D. from American University, and a Masters of Law in Taxation from Boston University. Prior to starting her own firm in 1995, she practiced in the tax department of the Boston law firm Deutsch Williams Brook DeRensis Holland & Drachman.

She has spoken to both professional and lay audiences on

"Introduction to Estate Planning: What Every Family Should Know," Family Advisory Board of the Tufts Educational Day Care Center

"Wealth Preservation in a Volatile Environment: Investing in Government Instruments: Treasury Bills and Municipals," for clients and invitees with Annie Chen, Financial Advisor

"Wealth Replacement When the Bubble Bursts: Life Insurance and Estate Planning," for clients and invitees with Ed Rosen, Insurance Broker

"Estate Planning for the Special Needs Family," Asperger's Association of New England, Annual Conference

"The Perils and Pitfalls of Probate," Goddard House Assisted Living

"Estate Planning for the Professional," American Association of Interior Designs, Massachusetts Chapter

"Estate and Entitlement Planning," Brookline Adult and Community Education:  Children with Special Needs

"Estate Planning and Special Needs Planning," Brookline Adult and Community Education

"Estate Planning for the Asperger's Family," Asperger's Association of New England

"How to Organize your Estate Plan," New England Professional Organizers

"Special Needs Planning for the Special Needs Family," Etgar L'Noar, Chestnut Hill, Massachusetts

"Building Your Estate Plan and Financial Future," Build Boston, Boston Society of Architects, Boston

"How to Organize Your Affairs through your Estate Plan," New England Professional Organizers, Newton, Massachusetts.

"Supporting the Special Needs Family," Brookline Special Education Parents' Advisory Council, Brookline, Massachusetts.

Ms. Rosenzweig has authored several articles in professional tax law journals:

"Employee or Independent Contractor: Revitalizing Ideas through New Definitions," TAXES Magazine, April 1996; reprinted in Boston Bar Association Tax Law Section Newsletter, August 1996

"Careful Planning May Establish Excludability of Damages Awarded for Age Discrimination," The Journal of Taxation, Vol. 81, No. 4, October 1994

"Geisinger, H.M.O.s, and Health Care Reform," TAXES Magazine, Vol. 72, No. 1, January 1994; reprinted in the Boston Bar Association Health Law Section News, February 1995

The United States Third Circuit Court of Appeals cited her article "Geisinger, H.M.O.s, and Health Care Reform" in its 1994 decision Geisinger Health Plan v. Commissioner.

A member of the Bar of the Supreme Judicial Court of Massachusetts, Ms. Rosenzweig is also a member of the United States Tax Court and the Bar of the Supreme Court of Ohio. She enjoys her involvement with many professional and community organizations: