Practice Areas - Estate Administration
- Estate Planning
- Trust Planning
- Trust Administration
- Tax Law
| - Trusts and Estates
- Personal Planning
- Contested Trusts and Estates
- Estate and Gift Taxation
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| University | University of California at Los Angeles, B.A., magna cum laude, 1983 |
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| Law School | University of California at Los Angeles, J.D., 1986; University of Florida, LL.M., in Taxation, 1987 |
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| Admitted | 1986, Florida |
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| Memberships | American Bar Association (Real Property Trust and Estate Law Section); The Florida Bar (Real Property Probate and Trust Law Section); Palm Beach County Estate Planning Council; East Coast Estate Planning Council; Palm Beach Tax Institute; Treasure Coast Planned Giving Council. |
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| Born | Miami, Florida, June 24, 1961 |
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| Biography | Author: "Drafting Issues for Family Limited Partnerships," Estate Planning, 1996; "Final Regulations Clarify Estate Tax Treatment of GRATs," Palm Beach Daily Review, January 2009; "The Final Tax Shelter Disclosure Rules: Reporting, Registration and List Maintenance Requirements," Florida Bar Journal, May 2004; "Determining Whether to Exercise a Power to Adjust or Unitrust Under the New Florida Uniform Principal and Income Act," Florida Banking, June 2003. (Board Certified Tax Law Lawyer, Florida Bar Board of Legal Specialization and Education) |
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| ISLN | 901796651 |
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