Professional Background And Activities
• Broome County Bar Association
• New York State Bar Association (Section on Trusts and Estates, Member and Lecturer- Executive Committee, Section on Elder Law, Member and Lecturer)
• CERTIFIED FINANCIAL PLANNER ™ Certification
• Academy of Special Needs Planners
• Financial Planning Association of the Southern Tier of New York, Inc. (Member and Director) —————————————————————————
• 'The New Tax Rules,' Speaker at the Broome County Bar Association Elder Law 2018 CLE, March 29th, 2018
• 'Securing the Future: What you should know before your special needs child becomes a legal adult,' Seminar Speaker, November 15, 2016
• 'Lifetime Giving, Minors and Incapacitated Beneficiaries' – Speaker to the New York State Bar Association, April 20th, 2016
• 'To Trust or Not to Trust' - Speaker to the Broome County Bar Association, Nov. 5th, 2015
Honorary Recognitions
• New York State Bar Association 2004 President's Pro Bono Service Attorney Award
• Selected for inclusion in "The Best Lawyers in America®" in the area of Elder Law, 2010-Present
• Selected for inclusion in New York Super Lawyers, Upstate Edition
• AV Preeminent, Martindale-Hubbell Peer Review Rating
Publications
• Co-Author, "Creditor's Claims -- Do They Die With the Debtor?" NYSBA Journal (Feb. 2006) p. 18
• Co-Author, "The Conflicting Rights of Creditors and Beneficiaries in a Decedent's Estate -- An Examination of the Laws of New York, New Jersey and Connecticut" (2006)
Community Activities
• The Shore Owners Association of Chase's Lake, Inc. (Director, 2009-Present)
• Goodwill Theatre (Board of Directors, 2017-Present)
• NYSARC, Inc. Broome-Tioga County Chapter, dba Achieve (Guardianship Committee, 2013-Present)