As estate planning attorneys we help families solve difficult issues. Oftentimes issues of ethics come up, whether it is interpersonal issues within a family or how an estate planning scenario plays out. We strive to always do not only what’s right and what’s in the best interests of our clients. We are guided by a set of principles and ethics. Last week we attended an Estate Planning Strategies Conference in Anaheim California to connect with other estate planning professionals and to keep up with the latest trends and best practices in estate planning. At the conference we took part in a session on Ethics in Estate Planning. As participants we were invited to engage in ethical dilemma exercises that explored complex ethical situations. We discussed some key issues in ethics, such as ethics in financial services, how people make ethical decisions, including the way social norms influence ethical decision-making, and

“We are excited to welcome Alison to the firm. And we look forward to the contribution she will make to our practice.” – Rob Arone Alison Farquhar is an experienced attorney with a background in estate planning as well as estate and trust administration. Alison’s practice will encompass assisting clients with a wide of range of estate planning matters, and estate and trust administration strategies. Her experience includes drafting wills and trusts and advising and representing clients on matters of tax controversy. Alison has represented clients in Massachusetts Probate and Family Court and before the Internal Revenue Service, Massachusetts Department of Revenue, and the United States Tax Court, in matters of probate, tax controversy, and tax collections. She also has extensive experience doing tax preparation for individuals, small businesses, S-corporations, and estates and trusts. Alison received her J.D. and LL.M. in Taxation from Suffolk University Law School in 2018. She received

FOR IMMEDIATE RELEASE: May 30, 2024 Lisa Tower ltower@oarlawyers.com Members of Ed Slott’s Elite IRA Advisor GroupSM Attend Semiannual Workshop on the Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws Download a PDF of the Press Release Wellesley, MA May 30, 2024 – Robert Arone of Orsi Arone Rothenberg Turner, LLP completed his semiannual training with America’s IRA Experts at Ed Slott and Company, LLC by participating in a workshop on May 9-10, 2024. The invite-only workshop was attended by members of Ed Slott’s Elite IRA Advisor GroupSM; it provided in-depth technical training on advanced retirement account planning strategies, tax law changes and estate planning techniques. The workshop also featured the latest updates on the SECURE 2.0 Act provisions that are taking effect in 2024 as well as an overall “schemes and scams” theme as guest speakers discussed different types of scams and what you should watch