- Estate Planning
- Trust Administration
- Trust Litigation
- Business Sales
- Tax Planning
- IRS Disputes
- Section 1031 Exchanges
- Real Estate
Dartmouth College, B.A., 1981; University of California, Davis, M.B.A., 1994
University of California, Davis, J.D., 1994; University of Florida, LL.M., Taxation, 1995
1995, Florida; 1999, California and U.S. Tax Court; 2001, Massachusetts
Clearwater Bar Association (Chairman, Probate, Guardianship and Trust Law Committee, 2002-2003).
Lieutenant, U.S. Navy, 1982-1989
Graduate Editor, Florida Tax Review, 1994-1995.
(Board Certified, Tax Lawyer and Wills, Trusts and Estates Lawyer, Florida Bar Board of Legal Specialization and Education)
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