Estate Planning
Tax Planning
Business Entity Planning
Estate and Trust Administration
Private Wealth Services
ADMITTED
1986, Florida
EDUCATION
University of Florida, LL.M, Taxation
University of California at Los Angeles, J.D.
University of California at Los Angeles, B.A., magna cum laude
MEMBERSHIPS, CERTIFICATIONS AND COMMUNITY INVOLVEMENT
Florida Bar Board Certified Tax Lawyer
Florida Bar Association: Real Property Probate & Trust Law Section, Estate & Gift Tax Committee; Family Trust Company Legislation Subcommittee, Co-Chair, 2015-2016; Charitable Organizations Committee; Uniform Prudent Management of Institutional Funds Act Subcommittee
Recognized in The Best Lawyers in America, Tax Law, Trusts & Estates, 2008-2017
Recognized in Florida Super Lawyers, 2006-2010, 2012-2017
American Bar Association: Real Property Trust & Estate Law Section, Tax Section
Palm Beach County Bar Association
Palm Beach County Estate Planning Council, 2000-Present
East Coast Estate Planning Council, 2000-Present
Planned Giving Council, 2002-Present
Palm Beach Tax Institute, 1987-Present
South Florida Science Museum, Board of Trustees, 2009-2011
Child Life Institute, Board of Directors, 2007-2009
St. Mark’s Episcopal School, Board of Directors, 2006-2010
Children’s Healthcare Charities, Board of Directors, 2006-Present
Nicklaus Children’s Healthcare Foundation, Inc., Board of Directors, 2005-Present
Arthritis Foundation, Board of Directors, 2005
Our Community, Our Children, Chair, Board of Directors, 1995-1998
PUBLICATIONS
“Recent developments for Florida family trust companies,” Estate Planning Supplement, Palm Beach Daily News, January 2016
“Florida Family Trust Company Legislation,” Trusts and Estates, January 2014
“Be Quick But Don’t Hurry: Plan for 2012 with Caution,” Trusts and Estates, 2012
“Family Limited Partnerships Now More Than Ever,” Trusts and Estates supplement, 2011
“Step-Transaction Doctrine Compliance,” Trusts and Estates, December 2011
“Final Regulations Clarify Estate Tax Treatment of GRATS,” Palm Beach Daily Review, January 2009
“Crescent-Did the Florida Supreme Court Effectively Repeal the Documentary Stamp Tax on Transfers of Real Estate,” Florida Bar Journal, October 2005
“The Final Tax Shelter Disclosure Rules: Reporting, Registration and List Maintenance Requirements,” Florida Bar Journal, May 2004
“Reducing Fiduciary Exposure in Managing Closely Held Business Interests,” Florida Banking, March 2003
“Determining Whether to Exercise a Power to Adjust or Unitrust Under the New Florida Uniform Principal and Income Act,” Florida Banking, June 2003
“Florida Intangibles Tax: 1998 Update,” FICPA Estate Planning Seminar, November 1998
“Effective Drafting Strategies for Family Limited Partnerships,” 23 Estate Planning No. 9, 1996
“Internal Revenue Service Eases Net Worth Requirement for Partnerships,” Florida Bar Journal, April 1989
