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Profile Visibility  | | #21 in weekly profile views out of 2,588 lawyers in Jacksonville, Florida | | #4,472 in weekly profile views out of 936,562 total lawyers Overall |
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| Practice Areas | Estate Planning; Asset Protection; Probate Administration; Trust Administration; Small Business Planning; Family Wealth Transfer; Special Needs Trusts; Wealth Preservation; Wills; Probate; Business Enterprises; Trusts and Estates; Probate Litigation; Ancillary Probate; Business Law; Business Estate Planning; Business Succession Planning; Closely Held Business Estate Planning; Contested Trusts and Estates; Estate Administration; Living Trusts; Trust Litigation | | | Peer Review Rating | AV
Rated.
What's this? | | | Education | University of Florida, J.D., with honors, 1978, University of Florida, B.S.B.A., 1972 | | | Admitted | 1978, Florida, U.S. District Court, Southern District of Florida and U.S. Court of Appeals, Fifth Circuit; 1979, U.S. Tax Court; 1981, U.S. Court of Appeals, Eleventh Circuit; 1987, U.S. District Court, Middle District of Florida | |
| Memberships | The Florida Bar; American Bar Association; National Association of Elder Law Attorneys; Academy of Florida Elder Law Attorneys; Wealth Counsel, LLC; Wealth Protection Alliance (Member, Advisory Board). | | | Born | Panama City, Florida, 1950 | | | Biography | Phi Kappa Phi; Florida Blue Key; Omicron Delta Kappa; Beta Alpha Psi. Am Jur Award of Excellence-Corporations, Commercial Paper. Author: "Animal Trusts and Estate Planning," The Florida Bar Continuing Education Program 2008; Co-Author, "The New Florida Trust Code," Lorman Educational Seminars, 2008; "Trusts and Pets: Establishing Trusts for Pets Under Florida Law," The Florida Bar Continuing Legal Education Program "Animal Law Issues Affecting Florida Practitioners," The Florida Bar, June 2005; Asset Protection Techniques in Florida, National Business Institute, April 2004; "Ethical Considerations," chapter in Family Limited Partnerships in Florida, National Business Institute, 2002; "Protecting the Passage of Wealth," chapter in Key Issues in Estate Planning and Probate in Florida, National Business Institute, 1997; "Use of Family Limited Partnerships in Estate Planning," chapter in Advanced Estate Planning Techniques in Florida, National Business Institute, 1995. Co-Author: "Attorneys Trust Accounts-Rules and Pitfalls," The Florida Bar Journal, May 1981. Certified Public Accountant, Florida, 1974-1987. Director, Asset Protection Program for Florida Physicians Association, 1997-2005. | | | ISLN | 908282393 | |
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