Committees - Co-Chair of the Florida Family Trust Legislation Subcommittee of the Real Property Probate Trust Law Section of The Florida Bar (Legislation Enacted in 2015, Chapter 662, Florida Statutes); and Member of ACTEC Transfer Tax Study Committee.
Publications - Co-Author with James G. Pressly, Jr. of the 2- Volume Book: “Florida Estate Planning,” (James Publishing), 2009; Co-Author: “Things That May Surprise You About Florida’s Principal and Income Act and Related Accounting Law,” The Florida Bar Journal, March/April, 2009; Co-Author: “Structure Estate Planning Fees to Foster Income Tax Deductions,” (Thomson*RIA) Practical Tax Strategies, July, 2006; Co-Author: “Opportunities and Pitfalls with Non-Pro Rata Distributions to Residuary Beneficiaries,” American Bar Association RPPTL Section, Probate & Property Magazine, July/August, 2005; Co-Author: “Minimizing a Personal Representative’s Personal Liability to Pay Taxes,” The Florida Bar Journal, November/December 2004; Author: “The Revocable Trust as Beneficiary of the Estate and the Effectiveness of ‘Full Waiver’ Forms,” The Florida Bar Journal, December, 2002; and Co-Author: Marital and Charitable Deductions: Will and Revocable Trust Tax Apportionment Coordination,” (Commerce Clearing House) Practical Estate Planning, December, 2000.
Speeches - Palm Beach County Bar Association 2015 Bench Bar Conference, “Whose Trust Is It Anyway?”; American College of Trust and Estate Counsel 2011 Florida Fellows Meeting, “Proposed Florida Family Trust Company Legislation”; 29th Annual Attorney/Trust Officer Liaison Conference, Real Property Probate Trust Law Section, The Florida Bar, 2010, “Trust Accounting Issues - Principal and Income”; Basic Probate and Guardianship Seminar, Young Lawyers Section, The Florida Bar, 2005, “Mid-Probate Administration Through Closing”; and Basic Probate and Guardianship, Young Lawyers Section, The Florida Bar, 2003 and 2004, “Closing the Formal Administration of a Probate Estate”.
American College of Trusts and Estates Counsel.
(Board Certified Wills, Trusts and Estates and Board Certified Tax Lawyer, Florida Bar Board of Legal Specialization and Education)
