Probate Litigation
Trust Litigation
Fiduciary Litigation
Estate and Trust Administration
Guardianship Litigation
Estate Planning
Expert Testimony
ADMITTED:
1972, Florida
ISLN: 904319802
EDUCATION
University of Florida, J.D. with highest honors
Order of the Coif; University of Florida Law Review
University of Florida, B.A.
Phi Beta Kappa
MEMBERSHIPS & CERTIFICATIONS
Board Certified Wills, Trusts, and Estates by The Florida Bar
American College of Trust and Estate Counsel (Fellow since 1983) “ACTEC”
ACTEC Fiduciary Litigation Committee, Chair of Evidence Sub-Committee (current)
The Florida Bar (Chairman, Wills, Trusts and Estates Certification Committee, 1994)
American Bar Association (Vice Chairman, Committee on Fiduciary Litigation, 1988-1991)
Palm Beach County Bar Association (President, 1987-88)
University of Florida Law Review
AWARDS
Listed in every edition of The Best Lawyers in America since 1983 in Trusts and Estates
2012-2014 West Palm Beach “Lawyer of the Year,” Trusts & Estates Litigation, The Best Lawyers in America
Recognized as a “Super Lawyer” in Estate and Trust Litigation by Florida Super Lawyers Magazine every year of publication
Awards: 2022 West Palm Beach Lawyer of the Year by Roundtable Magazine; 2022 The Hall of Fame Award by CMC; 2021 Florida Wills, Trust & Estates Attorney of the Year by Top 100 Registry; Top Attorney of the Year 2021 by International Association of Top Professionals; Top Prominent Lawyer of the Year 2021 by Carrington Publishers; Professional of the Year 2021 by Strathmore’s Who’s Who Worldwide; Diamond Award 2021 by Carrington Publishers; Pinnacle Professional Member by Continental Who’s Who; Crystal Diamond Award by CMC
RECENT PUBLICATIONS AND SPEECHES
Co-Author: Removal of the Personal Representative and Surcharge,” Florida Continuing Legal Education Series, Litigation under the Florida Probate Code (every edition since 2011)
“A Modern Assessment of Intestacy Law”, ACTEC Law Journal, Vol. 42, Issue 2 (2018)
Speaker: 35th Annual Attorney/Trust Officer Liaison Conference – Florida Case Law Update, Palm Beach, FL – June 2016
REPORTED CASES
Gimbel v. Arky, 388 So. 3d 791 (Fla. 4th DCA 2024) 4th DCA Case No. 4D2022-2816; In re: Estate of Lacks, 26 Fla. L. Weekly Supp. 290 (August, 2018); Deutsche Bank Trust Co. v. Kochman, 4D17-2924 (4th DCA 2017); Borger v. The Applebaum Foundation, Inc, 197 So.3d 51 (Fla. 3d DCA 2016); Order of Partial Restoration of Capacity In re: Guardianship of William C. Hamm, 2017 WL 5192372 (Fla. 4th DCA 2017); In re Estate of Eric F. Ross, 22 Fla. L. Weekly Supp. 244a (March 25, 2014); In re Estate of Eric F. Ross, 19 Fla. L. Weekly Supp. 258c (November 9, 2011); Perelman v. Estate of Perelman, 124 So. 3d 983 (Fla. 4th DCA 2013); Dennis v. Kline, 120 So. 3d 11 (Fla. 4th DCA 2013); Dennis v. Kline, 134 So. 3d 1051 (Fla. 4th DCA 2013); Scarborough v. Poole, 63 So.3d 774 (Fla. 3d DCA 2011); Estate of Victoria J. Martin, 19 Fla. L. Weekly Supp. 258b (Fla. 15th Cir. Ct. November 15, 2011); Levin v. Levin, 60 So.3d 1116, 1117-18 (Fla. 4th DCA 2011); Scarborough v. Poole, 17 Fla. L. Weekly Supp. 1211a (Fla. 11th Cir. Ct. Sept. 28, 2010); In re Estate of Rosinsky, 17 Fla. L. Weekly Supp. 112a (Fla. 15th Cir. Ct. Dec. 4, 2009); In re Estate of Levin, 17 Fla. L. Weekly Supp. 111a (Fla. 15th Cir. Ct. Nov. 17, 2009); Levin v. Levin, 17 Fla. L. Weekly Supp. 23a (Fla. 15th Cir. Ct. August 31, 2009); In re Estate of Levin, 17 Fla. L. Weekly Supp. 22a (Fla. 15th Cir. Ct. August 21, 2009); Perry v. Perry, 976 So.2d 1151, 1152 (Fla. 4th DCA 2008); Thompson v. Cleary, 976 So.2d 652 (Fla. 4th DCA 2008); Siegler v. Estate of Siegler, 995 So.2nd 1181 (Fla. 4th DCA 2008); In re Crown, 16 Fla. L. Weekly Supp. 741a (Fla. 15th Cir. Ct. June 2, 2008); In re Crown, 7 So. 3d 1114 (Fla. 4th DCA 2009); Janien v. Janien, 939 So.2d 264, 265 (Fla. 4th DCA 2006); Siegel v. Novak, 920 So.2d 89,91 (Fla. 4th DCA 2006); Popp v. Rex, 916 So.2d 954, 955 (Fla. 4th DCA 2005); Davis v. Rex, 876 So.2d 609, 610 (Fla. 4th DCA 2004); In re Estate of Janien, 12 Fla. L. Weekly Supp. 221a (Fla. 15th Cir. Ct. Dec. 6, 2004); In re Russell, 8 Fla. L. Weekly Supp. 629a (Fla. 15th Cir. Ct. July 3, 2001); Sauer v. Gray, 8 Fla. L. Weekly Supp. 630a (Fla. Cir. Ct. May 22, 2001); Terminal Const. Co. V. DeSantis, 614 So.2d 7 (Fla. 4th DCA 1993); In re Estate of Katz, 528 So.2d 422, 423 (Fla. 4th DCA 1988); In re Estate of Tarmy, 568 So.2d 471, 472 (Fla. 4th DCA 1988); Souder v. Johnson, 501 So.2d 745, 746 (Fla. 4th DCA 1987); In re Estate of Hammer, 511 So.2d 708, 708 (Fla. 4th DCA 1987); First Nat. Bank in Palm Beach v. Underwood, 499 So.2d 60, 60 (Fla. 4th DCA 1986); In re Estate of Hammer, 499 So.2d 853 (Fla. 4th DCA 1986); In re Estate of Bland, 445 So.2d 1145, 1146 (Fla. 4th DCA 1984); In re Estate of Lewis, 442 So.2d 290, 292 (Fla. 4th DCA 1983); Ferguson v. Ferguson’s Estate, 410 So.2d 617 (Fla. 4th DCA 1982); Barney v. Brown, 408 So.2d 835 (Fla. 4th DCA 1982); In re Lewis’ Estate, 411 So.2d 368, 369 (Fla. 4th DCA 1982); In re Howard’s Estate, 393 So.2d 81, 82 (Fla. 4th DCA 1981); Poulsen v. First Nat. Bank of Palm Beach, 407 So.2d 338, 338 (Fla. 4th DCA 1981); Redgate v. Nat. Soc. for the Prevention of Blindness, Inc., 389 So.2d 1074 (Fla. 4th DCA 1980); In re Greenberg’s Estate, 390 So.2d 40, 42 (Fla. 1980); Nat’l Soc. for Prevention of Blindness, Inc. v. Parson, 374 So.2d 531 (Fla. 4th DCA 1979); The Florida Bar, 330 So.2d9 (Fla. 1976).
