Practice

Sole-practitioner. Estate planning, trusts and estates, taxation, business planning and real estate.

Organizations

Past President and Regent Emeritus of the American College of Trust and Estate Counsel, Fellow of the American College of Tax Counsel, Academician of the International Academy of Estate and Trust Law, member of the American Law Institute and former Visiting Adjunct Professor at the University of Miami Law School.

Publications (Partial List)

Avoiding and Attracting Grantor Trust Treatment, 24 ACTEC Notes 204, Winter, 1998

Transferring Control of Family Businesses with Discounts in Value for Lack of Control, 24 ACTEC Notes 157, Fall, 1998

Prudent Investor Rule, Modern Portfolio Theory, and Private Trusts: Drafting and Administration Including the `Give-Me-Five` Unitrust, 33 Real Property Probate and Trust Journal 1, Spring, 1998

Limited Partnerships: Some Thoughts and Theories About Key Issues, 23 ACTEC Notes 36, Summer, 1997

Section 2703 and Buy-Sell Agreements: Modifying Grandfathered Agreements and Drafting New Agreements (with Forms), 1 ALI-ABA Estate Planning Course Materials Journal 19, June, 1995

Planning and Drafting for the Generation-Skipping Transfer Tax, ALI-ABA, 2d ed. 1994

Setting and Deducting Fees in an Estate Practice, 24 University of Miami Institute on Estate Planning, 1990

Transferring Family Wealth by Giving Different Interests and Powers but Equal Values to Different Children, Estates, Gifts and Trusts Journal, March-April, 1991

Using Insurance Proceeds Not Included in Insured`s Gross Estate to Provide Liquidity, CLU Journal, October 1979

Lifetime Giving Under the Unified Transfer Tax System, Notre Dame Estate Planning Institute, 1980

Planning and Drafting for Disclaimers, Legal Notes & Viewpoints, November 1982

Using Gifts to Exclude Life Insurance from Donor`s Taxable Gifts and Insured`s Gross Estate, Life Insurance in Estate and Business Planning, Illinois Institute for CLE, 1985

Whom Do You Trust: Planning, Drafting and Administering Self and Beneficiary-Trusteed Trusts, 20 University of Miami Institute on Estate Planning, 1986

Drafting for Flexibility, 13 Probate Notes, Fall, 1987

Funding Education and Support with Pre-Tax Dollars,

(Co-Authored) Probate Notes, Fall 1982

Drafting Wills and Trust Agreements, Illinois Institute for CLE, 1990

Educational History

J.D., Yale University Law School, 1966

A.B., summa cum laude, Princeton University, 1963