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Invites you to attend a “Social Investing Series” Seminar

with

Tuesday, March 10, 2009
9:00 to 11:00 a.m.
Ten Post Office Square, Boston
2nd Floor, Great Room

Topic:

New MA Data Security Rules: How to Manage Personal
Information in Compliance

Speaker:

Stephen Meltzer, Esq., Meltzer Law Offices

Agenda:

8:30 – 9:00 a.m. – Breakfast and Networking
9:00 – 11:00 a.m. – New MA Privacy Regulations

A buffet of pastries, fruit, juices, coffee and tea will be available

About the speaker:
Stephen E. Meltzer, Esq. concentrates his practice in two general areas, business law and real
estate development law. Mr. Meltzer is certified as an information privacy professional by the
International Association of Privacy Professionals (IAPP).

For his business clients, he assist in the full life-cycle of non-profit, traditional and high-
technology ventures including privacy regulation and compliance, choice of entity and formation
decisions, tax-exempt status, partnership, capitalization and financing, contracting, licensing and
intellectual property matters, and the resolution of business disputes and other challenges.

For his real estate development clients he focuses on real estate development, affordable housing,
permitting, land use and zoning matters, as well as the corporate, partnership and other business
issues inherent in the business of development.

Mr. Meltzer is the founder and executive director of the Land Conservation and Advocacy Trust,
Inc., a start-up non-profit organization with a mission to conserve and preserve open spaces and
natural resources by providing immediate response and emergency funding and legal assistance
for advocacy and acquisition.
In addition, Mr. Meltzer is an Adjunct Professor of Law at the New England School of Law
where he has taught Legal Research and Writing, and Internet Law and Practice.

Mr. Meltzer is a member of the Zoning Board of Appeals in Framingham and the Board of the
Michael Lisnow Respite Center in Hopkinton. He has also served as President of the Board of the
Dismas House of Massachusetts, as a Mock Trial Coach in the Worcester Middle Schools and as
a Human Rights Committee Member for Charles River Health Management.
Specialties
• Non-profit formation, exemption and governance
• Contract Drafting and Negotiation
• Privacy Regulation, Compliance and Consulting
• Regulatory and Administrative Compliance
• Real Estate Site Acquisition and Permitting
• Land Use and Real Estate Litigation

Mr. Meltzer is a graduate of Brandeis University and New England School of Law (magna cum
laude; the lead articles editor of the New England Law Review).

About the Lawyers Clearinghouse:
The Lawyers Clearinghouse was founded in 1988 by the Boston and Massachusetts Bar
Associations to direct the pro bono resources of the private bar to fight homelessness and to
assist nonprofit groups to provide affordable housing in Massachusetts. The Clearinghouse
offers pro bono legal referral and legal workshops to nonprofit organizations or those seeking
nonprofit status to further their goals. It also provides legal representation to guests of local
homeless shelters. The Clearinghouse has served as the model used by bar sponsored pro bono
groups throughout the country in establishing similar programs, including the District of
Columbia, Rhode Island, and Maryland.

About Boston Private Bank & Trust Company:
Boston Private Bank & Trust Company offers the Social Investing Series to support the work
of partner organizations that contribute to the strength and vitality of our community.
Boston Private Bank & Trust Company provides financing for the creation and
preservation of affordable housing and supports economic development and social service
initiatives in lower income areas. The Bank participates through lending, investments and
board affiliations in organizations including those that focus on affordable housing, small
business, youth programs, domestic violence, homelessness, health and education, substance
abuse, crime prevention, parenting, and job training.

RSVP: 617-912-3919 or email: cra@bostonprivatebank.com by March 6, 2009

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