She has spoken to both professional and lay audiences on
a variety of estate planning topics, such as:
"Introduction to Estate Planning: What Every Family Should Know," Family Advisory Board of the Tufts Educational Day Care Center, February 2, 2009.
"Wealth Preservation in a Volatile Environment: Investing in Government Instruments: Treasury Bills and Municipals," for clients and invitees with Annie Chen, Financial Advisor, January 29, 2009.
"Wealth Replacement When the Bubble Bursts: Life Insurance and Estate Planning," for clients and invitees with Ed Rosen, Insurance Broker, December 4, 2008
"Estate Planning for the Special Needs Family," Asperger's Association of New England, Annual Conference, September 2006
"The Perils and Pitfalls of Probate," Goddard House Assisted Living, September 2005
"Estate Planning for the Professional," American Association of Interior Designs, Massachusetts Chapter, June 2005
"Estate and Entitlement Planning," Brookline Adult and Community Education: Children with Special Needs, March 2005
"Estate Planning and Special Needs Planning," Brookline Adult and Community Education, November 2004
"Estate Planning for the Asperger's Family," Asperger's Association of New England, March 2004
"How to Organize your Estate Plan," New England Professional Organizers, January 2004
"Special Needs Planning for the Special Needs
Family," Etgar
L'Noar, Spring 2001, Chestnut Hill, Massachusetts
"Building Your Estate Plan and Financial Future,"
Build Boston, Boston Society of Architects, November 18,
1999, Boston
"How to Organize Your Affairs through your
Estate Plan," New England Professional Organizers,
November 8, 1999, Newton, Massachusetts.
"Supporting the Special Needs Family,"
Brookline Special
Education Parents' Advisory Council, May 11, 1999, 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.
Loren
Callan Rosenzweig practices estate planning, special needs
planning, probate, and tax law in Newton and Brookline, Massachusetts.
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.