Richard B. Osterberg
Description of Practice:
Mr. Osterberg concentrates his practice in the area of estate planning, estate and trust administration, taxation (personal, corporate, partnership, trusts and estates, tax exempt organizations), general business law (including business planning, general corporate law, general and limited partnership law, and limited liability law), tax exempt organizations law, family business law, family wealth transfers, and charitable planned giving. At Weston Patrick, Mr. Osterberg also manages and oversees a trust department. Mr. Osterberg serves as general counsel to numerous family owned businesses, as well as general legal counsel to numerous local and international charities.
Mr. Osterberg has spent his entire legal career at Weston Patrick, beginning as an associate in 1969, advanced to a junior member in 1974 and has continued as a member since 1978. In 1999, Mr. Osterberg and Mr. Alpert merged their practices, with Tina Leung becoming a partner in 2010.
Andover Newton Theological School, 1979 to Present - present member, past Chair of Board of Trustees (twice), past Vice Chair, Secretary/Clerk, past Chair of Finance and Investment Committee, past Chair of Budget Committee Massachusetts Congregational Fund, 1995 to Present - past Vice President
Roxbury Home for Aged Women, 1979 to Present - Chair of Finance and Investment Committee, past President, Vice President, and Treasurer
Massachusetts Conference United Church of Christ, 1979 to Present - Parliamentarian for Annual Meeting
Wider Church Ministries, 1978 to Present - Parliamentarian for Annual Meeting
Stone Institute, 1989 to Present - Overseer and Chair of Finance and Investment Committee
Ursuline Academy, 2001 to Present - Trustee, Vice Chair of Board, Chair of Finance and Investment Committee
Trustees of Jaffna College Funds (Jaffna District, Sri Lanka), 1992 to Present - Trustee, Acting President (twice), Vice President
Boston University, B.S. in Accounting, 1966
Suffolk University School of Law, J.D., 1969
Boston University School of Law, LL.M. (Taxation), 1973
Massachusetts, U.S. District Court, U.S. Tax Court
Massachusetts and American Bar Associations, Boston Estate Planning Counsel