Practice Area
  • Estate Planning
Additional Practice Areas
  • Asset Protection
  • Business Succession Planning
  • Estates and Asset Planning
Professional Experience
Partner
Current
Education
Duquesne University School of Law
J.D.
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George Washington University
B.A.
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Professional Associations
Current
Activities: American Bar Association - Real Property, Probate and Trust Law Section -- Committee on Estate Planning and Drafting --- Co-Chairman, Subcommittee on Irrevocable Life Insurance Trusts - Section on Taxation -- Committee on Tax Legislation and Regulations --- Subcommittee on Disclaimers
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Current
Activities: Florida Bar Association - Real Property, Probate and Trust Law Section - Probate and Guardianship Rules Committee - Probate Law Committee - Trust Law Committee -- Chairman -- Draftsman of Revisions to Chapter 737, Florida Statutes (Trust Administration) --- Chairman, Subcommittee on Antilapse Revisions - Section CL Publications Committee -- Co-Chairman - Consumer Protection Committee - Out-of-State Member Relations Committee - Estate and Trust Tax Planning Committee -- Vice Chairman - Asset Preservation Committee -- Vice Chairman -- Liaison with Asset Protection Subcommittee of Trust Law Committee - Tax Section -- Committee on Employee Benefits -- Committee on Professional Corporations -- Committee on Income Taxation of Estates and Trusts
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Current
Activities: New York State Bar Association - Trusts and Estates Section - Committee on Estate Planning -- Subcommittee on Financial Planning --- Chairman -- Subcommittee on Community Property --- Chairman -- Subcommittee on Asset Protection Planning --- Co-Chairman - Trust Law Section
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Current
Activities: Palm Beach County Bar Association - Probate Division - Continuing Legal Education Committee - Probate and Guardianship Rules Committee
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Current
Activities: South Palm Beach County Bar Association - Probate Practice Committee - Tax Law Committee
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Current
Activities: Bahamian Financial Services Board, Commonwealth of the Bahamas
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Current
Activities: International Association for Financial Planning
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Current
Activities: Greater Boca Raton Estate Planning Council
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Current
Activities: East Coast Estate Planning Council
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Current
Activities: Broward County Estate Planning Council
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Current
Activities: Palm Beach Martin County Estate Planning Counsel
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Websites & Blogs
Website
Website
Contact & Map
2700 N Military Trail
Boca Raton, FL 33431
USA
Telephone: (561) 962-2111
Fax: (561) 516-6317