Probate Litigation
Trust Litigation
Fiduciary Litigation
Estate and Trust Administration
Estate Planning
Guardianship Litigation
ADMITTED
1999, Florida
EDUCATION
University of Florida, J.D., with honors
University of Florida, B.A., with highest honors
Phi Beta Kappa
Florida Blue Key Leadership Honorary
Hall of Fame
PROFESSIONAL AND COMMUNITY LEADERSHIP AND MEMBERSHIP
The Florida Bar
Palm Beach County Bar Association (President, 2015 – 16)
Fellow, The American College of Trust and Estate Counsel (ACTEC)
The Florida Bar Real Property, Probate and Trust Law Section (Executive Council member; Vice-Chair, Probate Law & Procedure Committee)
The Florida Bar, Probate Rules Committee (Chair, 2022-23; Vice-Chair, 2021-22; Member, 2018-2024)
Legal Aid Society of Palm Beach County (Member, Board of Directors, 2009-present; Board Member of the Year award 2022; Pro Bono Night Chair 2011-12)
Historical Society of Palm Beach County (Chairman of the Board, 2013-2018)
The Florida Bar, Grievance Committee (Member, 15th Judicial Circuit, 2012-2015; Chair, 2014-15)
University of Florida Foundation (National Board Member, 2023-present)
University of Florida Levin College of Law, Law Center Association Board of Trustees (Member, 2021-present; Executive Committee, 2023-present)
Gator Boosters (Board of Directors, 2021-present; Chair, Audit Committee, 2022-present)
Palm Beach Fellowship of Christians and Jews (Board Member and Officer, 2017 – present)
Member, Town of Palm Beach Recreation Advisory Commission (Chair, 2023-present; Vice-Chair, 2021-22; Member, 2017 – present)
Palm Beach Civic Association, Director (2021-present)
Palm Beach Chamber of Commerce, Trustee (2018-23)
Rosarian Academy, Board Member and Executive Committee (2019-2022), honored with “Rose and Torch” award for exemplary volunteer service
AWARDS
AV rated by Martindale-Hubbell
Florida Super Lawyer recognition by Florida Super Lawyers Magazine (2017 – present)
Florida Super Lawyers Magazine Rising Star (2009-2014)
“Outstanding Young Alumnus,” University of Florida College of Law (2010)
University of Florida Hall of Fame
RECENT PUBLICATIONS AND SPEECHES
Co-Author: “Removal of the Personal Representative and Surcharge,” Florida Continuing Legal Education Series, Litigation Under the Florida Probate Code(since 2001)
Speaker: “The Practical and Ethical Implications of ChatGPT and Generative Artificial Intelligence in Trusts & Estates”, ACTEC Florida Fellows program (2023)
Speaker: “Bull to Bear: Advising Fiduciaries During the Estate Settlement Period in an Unsteady Market Environment”, RPPTL Probate Law Symposium (2022)
Speaker: “Bull to Bear: Advising Fiduciaries in a Turbulent Stock Market”, Palm Beach County Bar Association Bench-Bar Conference (2023)
Speaker: “Fiduciary Surcharge and Removal”, Palm Beach County Estate Planning Council (2022)
Speaker: “An Overview of Changes to Attorney Compensation and Remote Notarization Statutes”, Palm Beach County Bar Association Annual Estate & Trust Seminar: New Topics You Won’t Want to Miss (2022)
Author: “Alert! New Duty to Disclose Your Statutory Attorney Fee in Estate and Trust Administrations”, RPPTL ActionLine (Fall 2021)
Speaker: “Presumed Reasonable Fee: Disclose It, or Lose It!!”, RPPTL Legislative and Case Law Update seminar (2021)
Speaker: “Presumed Reasonable Fees in Probate and Trust Proceedings”, Manatee County Bar Association (2021)
Speaker: “Fiduciary Surcharge and Removal”, The Florida Tax Institute (2020)
Speaker: “Enforceability of Charitable Pledges Against an Estate: Analysis and Guidelines”, Sarasota County Bar Association (2020)
Author: “What?! Notice to Creditors by a Trustee?”, RPPTL ActionLine (Fall 2019)
Speaker: “Specific Undue Influence Issues: Substantial Beneficiary and Proving Undue Influence Without the Presumption”, RPPTL 2019 Litigation and Trust Law Symposium (2019)
Speaker: “Trust Boot Camp: Beyond the Basics”, Palm Beach County Bar Association 2019 Annual Estate and Trust Seminar (2019)
Speaker: “Charitable Pledges in an Estate”, RPPTL Practice Series webinar (2019)
Speaker: “Fiduciary Surcharge Liability”, Florida East Coast Estate Planning Council (2019)
Co-Author: “A Sermon on the Mount (Sinai): Enforceability of Charitable Pledges Against an Estate and Guidance for the Estate Planner and Benevolent Personal Representative”, The Florida Bar Journal (2018)
Author: “A Potential Safe Harbor for Florida Trustees: Advance Notice of Proposed Trustee Action”, RPPTL ActionLine (Fall 2018)
Co-Author: “A Modern Assessment of Intestacy Law”, ACTEC Law Journal, Vol. 43, Issue 2 (2018)
Speaker: “What To Look For and How To Assist the Elderly Estate Planning Client”, Palm Beach County Bar Association 2018 Annual Estate and Trust Seminar (2018)
Speaker: “Payment of Charitable Pledges by Personal Representatives”, Palm Beach Atlantic University Probate & Pumpernickel program (2018)
Speaker: “Trusts and Estates Cross-Training, From Initial Client Meeting to Estate Litigation”, Palm Beach County Bar Association CLE program (2018)
Speaker: 35th Annual Attorney/Trust Officer Liaison Conference—Florida Case Law Update, Palm Beach, FL (2016)
Speaker: “Fiduciary Surcharge and Removal”, South Palm Beach County Estate and Tax Roundtable Series (2017)
Speaker: “Post-Death Attorney-Client Privilege and Fiduciary-Client Privilege”, Palm Beach County Bar Association Bench-Bar Conference (2017)
Speaker: “Professionalism and Ethics”, The Florida Bar, Practicing with Professionalism program (2016)
Author: “Payment of the Student Athletes: Legal and Practical Obstacles,” Villanova Sports and Entertainment Law Journal, 2000.
REPRORTED CASES
In re Guardianship of Hamm, 236 So.3d 1081 (Fla. 4th DCA 2017)
Zelman v. Zelman, 170 So.3d 838 (Fla. 4th DCA 2015)
Zelman v. Zelman, 174 So.3d 575 (Fla. 4th DCA 2015)
Zelman v. Zelman, 175 So.3d 871 (Fla. 4th DCA 2015)
Sauer v. Gray, 8 Fla. L. Weekly supp. 630a (15th Cir. Ct. 2001)
