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Visibility Rankings  | | #18 out of 150 lawyers in Jupiter, Florida | | #127,351 out of 892,086 total lawyers Overall |
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| Practice Areas | Tax Law; Estate Planning; Probate and Trust Law; Federal and State Securities Laws; Partnership and Corporate Law; Family Controversies | | | Peer Review Rating | AV
Rated.
What's this? | | | Education | Cumberland School of Law, J.D., 1982; University of Miami, LL.M. in Taxation, 1983; St. Thomas University School of Law (International/Offshore Tax Planning Studies, summa cum laude, 2001-2002), Florida State University, B.S., 1979 | | | Admitted | 1982, Florida; 1983, U.S. Tax Court | |
| Memberships | Palm Beach County and American (Vice-Chairman, Probate and Trust Law C-6 Subcommittee; Member, Taxation, Corporation, Banking and Business Law Sections) Bar Associations; The Florida Bar (Co-Chairman, Gratuitous Transfers Subcommittee; Vice-Chairman, Income Taxation of Trust and Estate Subcommittee; Member: Tax Law Certification Committee; Executive Council, Tax Law Section). | | | Born | Miami Beach, Florida, 1957 | | | Biography | Author: "Using the Florida Limited Liability Company to Avoid the Liquidation Reincorporation Doctrine", Palm Beach County Bar Bulletin, Vol. 20, No. 1, 1985; "Designating Trusts as Beneficiaries of Retirement Plans", The Florida Bar Journal, Vol. LXVII, No. 1, 1993; "Thawing the Estate Freeze: Code 2036 (c) through Chapter 14", Prepared for the C-6 subcommittee of the ABA Probate and Trust Law Committee, 1994; "Family Partnerships", (pts. I-III), Estate and Financial Planning, Clark Boardman Callaghan (Koren, ed., Aug.-Oct., 1994), Chapter 27, Entity Freezes and Family Limited Partnerships, Estate and Financial Planning, Clark Boardman Callaghan (Koren ed., 1999; "Reconciling Diverse Authorities on Sales of Remainder Interests", Estate Planning, March/April, 1997). Lecturer: Corporate Maneuvers: Reorganizations, Tax and Securities Laws Issues of Corporate Reorganizations, Palm Beach County Bar Association, October, 1985; Using Business Plans to Raise Money - Securities Laws Pitfalls for the Unwary, National Association of Accountants, 1989; Recent Estate Tax and Trust Law Developments, Florida Bankers Association, Trust Division, 1990; Estate Planning Using Family Partnerships, Florida Bar, Tax Section, Executive Counsel, January, 1993; "Post Mortem Tax Planning", 25th and 26th Annual Estate Planning Institute, Practising Law Institute, 1994 and 1995; Achieving Tax Planning Objectives Using Family Partnerships, 1995 Florida Bar Attorney/Trust Officer Liaison Conference; Structuring Entities to Maximize Use of Discounts, October, 1995, Florida Bar Continuing Legal Education; Pre and Post Mortem Problems with Family Partnerships, Florida Bar Continuing Legal Education, 1996; Devaluing the Estate Through Lifetime Transfers, 27th Annual Estate Planning Institute, Practicing Law Institute, 1996. Member, Board of Trustees, Jupiter Medical Center and Foundation, Inc. Member, Florida Bar Tax Law and Wills, Trust and Estates Committee.(Board Certified, Tax Law and Wills, Trusts and Estates, Florida Bar Board of Legal Specialization and Education) | | | ISLN | 905941521 | |
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