Ms. Frade joins us from State Street Global Advisors, where she was an associate in the Estate Settlement Department. Her areas of practice include estate planning and gifting techniques, estate administration in various jurisdictions, and analysis of estate, gift and generation-skipping transfer taxation issues.
- American Bar Association
- Boston Bar Association
- Boston Estate Planning Council
- LL.M., Taxation, Boston University School of Law, 2011
- J.D., Suffolk University Law School, 2000
- B.A., cum laude, Business Administration, Boston College, 1996
Recent Articles and Publications:
Drafting Wills & Trusts in Massachusetts, 3rd edition
Massachusetts Continuing Legal Education, Inc. (MCLE), 2012
Diane Frade co-authored two chapters in the MCLE publication entitled "Drafting Wills & Trusts in Massachusetts, 3rd edition." The relevant sections are chapter 44, "Trust Clauses Regarding Delegation of General Investment Responsibility" and chapter 45, "Trust Clauses Regarding Stock in S Corporations."
The New Massachusetts Uniform Probate Code
Trusts & Estates Update, April 2012
The New Massachusetts Uniform Probate Code: Overview
Massachusetts Continuing Legal Education, Inc. (MCLE), 2009
Brian Bixby, Clifford Cohen, Dianne Frade and Marshal Grant served as contributing authors to Section Six, "How Marriage, Divorce, Intestacy, and Litigations May Be Impacted by the Massachusetts Uniform Probate Code".
The Massachusetts Divorce Law Practice Manual
Massachusetts Continuing Legal Education, Inc. (MCLE), 2008
Co-editors: Phyllis E. Federico, Peter F. Zupcofska, et al.
Other Burns & Levinson contributing authors: Brian Bixby, Barbra Black, Lisa Cukier, Dianne Frade, Marshal Grant, Robert O'Regan, Jeffrey Soilson, Susan Stenger & Nancy Van Tine
Changes in Medicaid Rules
Focus [Page 3], Spring 2006
Health Care Proxies - Preparing for the Unexpected
Focus, Winter 2004
MCLE Program, 3.19.2007
Role: Faculty Member
Topic: Crossover Issues in Estate Planning and Marital Dissolution: When death and divorce collide
First-time MCLE program on this topic.
Speakers: "Everyone's Family Business: Protecting Your Assets Today...and Tomorrow", 7.19.2004
Dianne Frade and Ingrid Schroffner spoke at KPMG on the topic "Planning for the Unexpected: Protecting Your Assets Today...and Tomorrow" on July 19, 2004.