Luke C. Bean Esq., LLM

E-mail MeLuke C. Bean Esq., LLM

Location:
Waltham, Massachusetts
Phone:
(617) 523-1555
Fax:
(617) 523-5653
Email:

Attorney Luke C. Bean is an associate in the Estate Administration and Tax Planning Group at Cushing & Dolan, P.C. He concentrates on estate planning matters by developing strategies to transfer wealth efficiently using sophisticated planning techniques that defer or eliminate taxes. He also focuses on tax aspects of estate administration, assisting clients in fulfilling their obligations after the passing of a loved one.

Prior to joining Cushing & Dolan, P.C., Luke worked at Boston Legacy Planning, LLC. There he was responsible for the design and drafting of estate plans for clients with an emphasis on probate avoidance and creditor protection. Luke was also previously with the firm of Withers Bergman LLP where he handled a variety of complex personal, corporate, estate and gift tax matters for clients. Additionally, Luke has experience in the areas of business succession planning, elder law, probate litigation, tax controversy, 501(c)(3) organizations and charitable gift planning.

Luke graduated from The Pennsylvania State University in 2009 with a degree in Economics, and is a graduate of Boston College Law School, Class of 2012, Magna Cum Laude, Order of the Coif. He also earned an LL.M. in Taxation at Boston University School of Law, graduating second in his class.

Areas of Practice

  • Estate Administration and Tax Planning Group

Bar Admissions

  • Massachusetts
  • New York
  • U.S. Tax Court

Education

  • Boston University School of Law, Boston, Massachusetts
    • LL.M.
    • Major: Taxation
  • Boston College Law School, Newton, Massachusetts - 2012
    • Honors: magna cum laude
    • Honors: Order of the Coif
  • The Pennsylvania State University, University Park, Pennsylvania - 2009
    • Honors: High Distinction
    • Major: Economics

Classes/Seminars

  • Co-presenter, "Gift Tax & GST Tax, When and How to File," Massachusetts Association of Accounts, October, 2013 - Present
  • Contributor, BBA Trust and Estates Section, Federal Tax Law Updates, June, 2012 - Present
  • Contributor, BBA Trust and Estates Section, Federal Tax Law Updates, January, 2013 - Present

Professional Associations and Memberships

  • Massachusetts Notary Public
  • Boston Bar Association
  • Trusts & Estates Consortium

Past Employment Positions

  • Boston Legacy Planning, LLC - Needham, MA
  • Withers Bergman LLP - New Haven, CT