Ann I. Weber


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Email: aweber@ssfpc.com
News & Articles by Ann I. Weber
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Practice Areas

Attorney Ann (“Ami”) I. Weber, concentrates her practice in the areas of estate tax planning, estate administration, probate, and elder law. Ami has a particular interest in creative estate planning for authors and artists, and farmers and landowners.

Education

  • University of Connecticut School of Law, J. D. with honors, 1985
  • Southern Connecticut State College, M. S., Library Science, 1975
  • M. A., American Studies, University of Connecticut, 1973
  • B. A., Music, Duke University, Durham, N.C., 1970

Admitted

  • 1985, Massachusetts
  • 1986, Connecticut
  • 1987, U.S. District Court, District of Massachusetts
  • 1988, U.S. District Court, District of Massachusetts and Connecticut; U.S. Tax Court

Memberships

Hampden County, Massachusetts, Connecticut and American Bar Associations

Biography

Associate, 1985, and Partner, since 1989, Shatz, Schwartz and Fentin, P.C
New England Super Lawyers: 2004 – present
Boston Magazine, 2007 – present, Recognized as one of the top 50 Massachusetts women Lawyers in the field of Estate Planning
Best Lawyers in America in the field of elder law: 2004 – present
Attorney Weber was formerly employed by the Internal Revenue Service, Examination Division, Hartford, Connecticut and the Probate Court in West Hartford, Connecticut.

Professional and Community Activities

American College of Trust and Estate Counsel, fellow
The Estate Planning Council of Hampden County, Inc., board member and past president
Massachusetts Chapter of the National Academy of Elder Law Attorneys (NAELA), former (and founding) board member and current member

Publications

“Matters of Trust,” Business West, December 2010
“Estate Planning for Farmers and Landowners,” 2010
“Irrevocable Income-Only Trusts in Medicaid Planning,” 2009
“Estate Planning for Authors and Artists,” The Hotel Northampton, Northampton, MA, 2008
“Estate Planning for the Moderate Estate,” MCLE, 2008
“Safeguarding the Castle: Can a Trust Keep the Dragon from the Gate?” The Estate Planning Council of Hampden County Inc., 2008
“Learn How Trusts can Protect: You, Your Family, and Your Charitable Interests,” Legacy Bank, 2008 (Co-Author with Attorneys Carol C. Klyman and Michele J. Feinstein)
“Marital Deduction Formulas: Fun for the Entire Family,” National Academy of Elder Law Attorneys, 2007
“Planning for Long-Term Care: New Laws and Regulations,” 2007 (Co-Author with Attorneys Carol C. Klyman and Michele J. Feinstein)
“Massachusetts Medicaid Today 2007: Long-Term Care Policy,” 2007 (Co-Author with Attorneys Carol C. Klyman and Michele J. Feinstein)
“Understanding Massachusetts Estate Tax,” The Bank of Western Massachusetts CPA Workshop Series, 2007
“Estate Planning for Unmarried Partners and Same Sex Couples in Massachusetts: Pitfalls and Opportunities,” Western New England College, 2006
“Basics of the Transfer Tax System,” Berkshire County Estate Planning Council, 2005
“Income Only Grantor Trust: Preserving the Home and Other Assets under the Deficit Reduction Act of 2005,” MCLE, 2006
“Paying for Long Term Care,” Hampden County Estate Planning Council, 2002
“Medicaid Planning with Tax Deferred Assets,” National Academy of Elder Law Attorneys, 2002
“Generation Skipping Tax Changes, Estate Planning and The Use of Trusts Under Tax Repeal,” Western New England College Tax Institute, 2001
“Oops! What to Do When the Gong Has Rung: The Use of Disclaimers with the Previously Taxed Property Credit,” MCLE, 2000
“Post Mortem Planning for Married Decedents: The Top Ten on Your Hit Parade,” Western New England College Tax Institute
“Transferring the Family Business to the Next Generation: Installment Sales, SCINS, GRATS & Annuities,” Massachusetts Bar Association, 1995 (Co-Author with Attorney Timothy P. Mulhern)
“Tax Consequences of the Uses of Grantor and Non-Grantor Trusts in Medicaid Planning,” Elder Law Report, 1991
“Tax Ramifications of the Power to Make Gifts,” Elder Law Report, 1990
“Medicaid Eligibility and Planning for the Elderly,” National Business Institute, 1990
“Estate Planning for S Corporation Shareholders,” Massachusetts Lawyers Weekly, 1987
“Death and Taxes: Preparation of the Federal and Massachusetts Tax Return,” National Business Institute, 1987

Ann I. Weber online at: superlawyers.com

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