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| Practice Areas | Estate Administration; Estate Planning; Trust Planning; Trust Administration; Trusts and Estates; Personal Planning; Contested Trusts and Estates; Estate and Gift Taxation; Tax Law | | | Education | University of California at Los Angeles, J.D., 1986; University of Florida, LL.M., in Taxation, 1987, University of California at Los Angeles, B.A., magna cum laude, 1983 | | | Admitted | 1986, Florida | |
| 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. | | | Born | Miami, Florida, June 24, 1961 | | | 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) | | | ISLN | 901796651 | |
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