Ken W. Shulman
– Partner
Professional Experience
Ken Shulman's general estate planning practice includes estate planning and related issues for elders and for families who have disabled children. He is a former board member of the Massachusetts Chapter of the National Academy of Elder Law Attorneys. Ken regularly speaks to consumer groups, professionals in the field, and others interested in issues related to aging, disability, advocacy, financial planning, and the preservation of government entitlements. He previously served as a board member for several human service agencies, including the Greater Boston ARC. He has also served as a consultant to the Massachusetts Office of Handicapped Affairs, the Massachusetts Disability Law Center, and the Massachusetts Mental Health Legal Advisors Committee. Currently he is cochairman of the Elder and Disability Planning Committee of the Boston Bar Association, and is a member of the Board of Directors of the Asperger's Association of New England and he serves on the Combined Jewish Philanthropies Committee on Disabilities and on its Committee on Caring and Social Justice. Ken frequently represents clients in guardianship matters and often serves as a Trustee for families.
Ken is a frequent participant in lawyer training sessions sponsored by the Massachusetts Continuing Legal Education organization and a regular contributor to their publications, having cochaired conferences on estate planning and preserving eligibility for government benefits for elderly and disabled clients. He has been a featured speaker on Medicare and Medicaid Liens in Personal Injury Cases at several MCLE Elder & Disability Law Conferences and he is the author of the chapter entitled "Planning for the Disabled Child" in Estate Planning for the Aging or Incapacitated Client in Massachusetts, MCLE (revised 2007). He is a regular speaker on various legal issues affecting the elderly and disabled at seminars sponsored by the Suffolk University Law School, Center for Advanced Legal Studies, the Boston Bar Association, the Massachusetts Bar Association, and PESI. Recent presentations have included seminars on preserving public benefits when settling personal injury lawsuits. Ken recently co-authored Managing a Special Needs Trust: A Guide for Trustees, DisABILITIESBOOKS, Inc. (2010).
News, Publications & Presentations |
- Co-author, "Managing a Special Needs Trust: A Guide for Trustees," DisABILITIESBOOKS, Inc., 2010
- "The Aging Parent and the Child with Disabilities," Exceptional Parent Magazine, November 2009
- Featured, "Fifty-Six Day Pitney Partners Recognized as New England Super Lawyers," Day Pitney Press Release, October 30, 2009
- Speaker, "Special Needs Trusts: What estate planners, elder lawyers, and personal injury lawyers need to know," Massachusetts Continuing Legal Education, June 25 & July 16, 2009
- Speaker, "Lien Claimants & the Preservation of Benefits in Personal Injury Settlements: Structuring the settlement and drafting trusts to preserve benefits," Massachusetts Continuing Legal Education, May 13, 2009
- Featured, "Day Pitney Elevates Nine Attorneys to Partner," Day Pitney Press Release, February 12, 2009
- "Estate Planning Update," Day Pitney Newsletter, December 2008
- Author, "The aging parent and disabled child: estate-planning issues," Massachusetts Lawyers Weekly, September 27, 2008
- Speaker, Special Needs Alliance Conference, New Orleans, 2008
- Speaker, "Health Care at End of Life: Navigating Legal Challenges in Planning, Payment and Treatment," Boston Bar Association CLE Seminar, November 6, 2007
- Speaker, "Administration of Self-Settled Special Needs Trusts," Massachusetts Chapter of the National Academy of Elder Law Attorneys, April 30, 2007
- Panelist, "Integrating Real Estate and Estate Planning Practice," CLE Seminar, Boston Bar Association, April 26, 2007
- Faculty, "Special Needs Planning Seminar," Newton, Massachusetts, April 25, 2007
- Speaker, "Drafting and Administering Special Needs Trusts," Estate Planning Council of Berkshire County, Pittsfield, MA, November 30, 2006
- Speaker, "Special Needs Planning - The Basics," Boston Bar Association, Boston, MA, October 25, 2006
- Speaker, "Will the Proposed [and Actual] Social Security, Medicare & Medicaid Changes Affect Your Estate Plan?" Newton-Wellesley Hospital, MA, October 21, 2006
- Boston University School of Law, J.D., 1974
- Northwestern University, B.A., with Distinction, 1971
- Commonwealth of Massachusetts
- Recognized as a Massachusetts Super Lawyer, 2005, 2006, 2007, 2008, 2009
- Special Needs Alliance, member