Estate Planning; Estate Administration; Taxation; Trust Law
Admitted: 1976, Florida; 1978, U.S. Tax Court and U.S. District Court, Southern District of FloridaLaw School: University of Colorado at Boulder, J.D.Member: The Florida Bar (Member, Trust Law Committee, Section of Real Property, Probate and Trust Law) American Bar Association; Florida Institute of Certified Public Accountants.Biography: Certified Public Accountant, Florida, 1980. Author of Legal Education presentations: Co Grantor Trusts, 4/88 The Florida Bar: Probate and Trust Law Section Seminar; Personal Residence Interest Trust, 5/93 The Florida Bar: Estate Planning Conference; Trust Drafting for Real Estate, 5/92 The Florida Bar: Real Estate and Trust Section; Tax Contribution and Appointment Made Easier, 2/95 The Florida Bar: Will and Trust Drafting Seminar; Revocable Living Trusts in Florida, 10/95 The Florida Bar: Co-grantor Trusts The Nuts and Bolts of RIVTS (Revocable Inter Vivos Trusts); Transfer of Real Property to and from Trustees, 11/96 The Florida Bar: Title Issues and Answers in Estate Planning; Incapacity Threatens Investments, 7/86 The Palm Beach Post. Contributing Author: Title Problems and Issues-Chapter 14 of Administration of Trusts in Florida, Published by the Florida Bar, 1996, 2000, and 2009; A Practical Approach to Drafting Joint Trust, 11/05; Title Issues Involving Trusts and Trustees, 5/06. Founder and Moderator, Greater Delray Estate Planning Roundtable.