Practice Areas - Estate Planning
- Trusts and Estates
- Entertainment Law
| - Taxation
- Corporate Law
- Business Law
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| University | State University of New York at Buffalo, B.A., cum laude, 1976; Rochester Institute of Technology, M.B.A., Accounting, 1983 |
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| Law School | Albany Law School of Union University, J.D., 1979; University of Miami, LL.M., Taxation, 1980 |
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| Admitted | 1980, New York, Florida, U.S. District Court, Southern District of Florida, U.S. District Court, Western District of New York and U.S. Tax Court; 1981, U.S. Court of Appeals, Fifth and Eleventh Circuits; 1994, U.S. Supreme Court and U.S. Bankruptcy Court |
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| Memberships | Monroe County (Chair: Tax Section; Past Chair and Executive Council Member, Trusts and Estates Section; Past Member of Executive Committee Estate Planning Council of Rochester; American Association of Attorney Certified Public Accountants, Inc.), New York State and American Bar Associations; The Florida Bar; New York State Society of Certified Public Accountants (Member, Relations with the Legal Community Committee; Foundation of the Monroe County Bar' Director and Secretary). |
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| Born | 1954 |
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| Biography | Phi Alpha Delta. Listed, Best Lawyers in America, Trusts and Estates, 2007-2009. Super Lawyers, 2007-2010 for Estate Planning & Probate, Tax, and Business/Corporate; Certified Public Accountant, New York, 1984; Author: "Is Income from Business Entity Formations Worth it?," The CPA Journal, June 2006; Speaker: "Like Kind Exchanges," 52nd Buffalo Tax Institute, November 2005; "Real Estate Tax Issues," Lorman Education Services seminar, August 2005; "Charitable Estate Planning and Life Insurance and Qualified Plan Benefits," New York State Bar Association's Estate Planning and Will Drafting seminar, June 2005; "Like Kind Exchanges and Use of Family Limited Partnerships, Grantor Retained Annuity Trusts and Charitable Remainder Trusts for Real Estate," Lorman Education Services seminar, June 2005; Chair, 40th Rochester Tax Institute, November 2005. Volunteer Attorney, Volunteer Legal Services Project of Monroe County. Past President and Board Member, Prevention Partners, Inc. Board Member and First Vice Chair, The Rochester General Hospital Foundation. Past President and Board Member, Lutheran Charities of the Rochester Region; Co-Chair of World Community Service Committee, Rotary Club of Rochester. Fellow: American Bar Foundation.
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| Reported Cases | Preparation and review of contracts and consultation on issues related to the music, film and television industries, including but not limited to the areas of production, broadcast distribution and merchandising/licensing of entertainment properties; Consultation and document preparation and review with respect to new business formation, development, continuation and dissolution for both for-profit and not-for-profit corporations; Estate planning for various individuals and businesses, including the use of tax-advantaged wills, irrevocable life insurance trusts, qualified personal residence trusts, asset protection trusts, revocable living trusts, succession plans and similar arrangements; Estate and trust administration for various estates and trusts, from probate to estate tax returns to judicial settlements of account Various commercial and residential real estate transactions; Representation of taxpayers before the Collection and Appeals Divisions of the Internal Revenue Service and the New York State Department of Taxation and Finance; Testified as an expert at Burns v. Burns trial regarding valuation of qualified and nonqualified pension benefits; valuation upheld by Court of Appeals, 84N.Y 2d 369, 643 N.E.2d 80, 618 N.Y.S.2d 761, 1994; ruling held that nonqualified plans are also subject to equitable distribution. |
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| ISLN | 903031613 |
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