Classes/Seminars: Delaware County Register of Wills Public Forums, November 2007, June 2008, October 2008 (Series of public service presentations related to wills, trusts and estate planning); Delaware County Bar Association (Speaker Nov. 2006) Provisions of the Pennsylvania Uniform Trust Act; Pennsylvania Bar Institute (Panel Member, October 1997, July 2006) Statewide Seminar, Litigating in Orphans' Court; Delaware County Bench Bar Conference (Speaker, June 1993, June 1996, June 1998, June 2001, June 2003, June 2004, June 2006), Updates in the Law of Estates, Trusts and Taxation; Delaware County Bar Association (Speaker July 1996) Updates in the Law of Estates, Trust and Taxation; Delaware County Bar Association, (Speaker October 2002) Issues in the Settlement of Wrongful Death and Survival Actions; Delaware County Bar Association (Speaker July 2002) Fiduciaries Commissions and Counsel Fees in Estate and Trusts; Delaware County Estate Planning Council (Speaker September 2001) Impact of the Economic Growth and Tax Relief Reconciliation Act of 2001; Pennsylvania Bar Institute, Statewide Seminar (Faculty Member, April, 1991, April 1994, October 1994, October 1996, May 1999, May 2001) Drafting Estate Planning Documents; Delaware County Estate Planning Council Workshop Seminar, Update in the Law, Recent Issues in Estate Planning and Administration, November 1996; Delaware County Bar Association (Panel Member) CLE Seminar, Issues in Litigating and Settling Wrongful Death and Survival Actions, October 1996; Delaware County Estate Planning Council, Workshop Seminar (Moderator November 1994), The Marital Deduction, QTIP Trusts, QDOTs and related issues; Delaware County Bar Association, (Moderator/Panel Member, November 1994) Long term health and financial planning and the impact of Pa. Acts 48 and 49 of 1994; Delaware County Estate Planning Counsel (Moderator, November 1994) Use of GRATS in the family owned corporation, the impact of OBRA 1993 and Pa. Acts 48 and 49 (Medical assistance and inheritance tax changes) upon estate planning; Pennsylvania Bar Institute (Faculty Member, March 1993) Statewide Seminar, Drafting Marital Deduction Clauses; Pennsylvania Bar Institute (Program Moderator, February 1993) Ethical Issues for Estate Attorneys; Delaware County Bar Association (Panel Member, July 1996) Ethical Considerations in the Practice of Law (estate portion of seminar used in the development of its 1993 ethics course by the Delaware Law School of Widener University); Delaware County Bench Bar Conference (Program Moderator June 1992) Estate, Financial and Retirement Planning for Attorneys; Peoples Law School (Faculty Member 1991/1992), Series of community outreach legal education seminars at numerous communities throughout the suburban Philadelphia area) sponsored by the Delaware County Bar Association and the Pennsylvania Trial Lawyers Association, Delaware County Bar Association, Young Lawyers Section (Speaker, November 1991) Estate Planning Seminar; Merrill, Lynch, Pierce, Fenner and Smith (Speaker, June 1991) Estate and Financial Planning; Delaware County Bench Bar Conference (Program Moderator, June 1990) Inter Professional Communications; New England Life Insurance Company (Speaker, February 1990) Philadelphia Agents' Meeting; American Lung Association (Speaker September 1989) Estate Planning and Charitable Giving; Pennsylvania State Employees (Speaker 1984-1989), Annual talk to retiring Pennsylvania State employees. Adjunct Professor, Widener University, 1983-1991; Faculty, Pennsylvania Bar Institute, Statewide Drafting Seminar, 1992, 1994, 1996, 1999, 2001; Drafting for the Marital Deduction, 1993, 1996; Orphans' Court Litigation, 1997. Executive Board, 1984-1998, President, 1990-1991 and Member, Delaware County Estate Planning Council.
American College of Trust and Estate Counsel. Fellow: American College of Trust and Estate Counsel.