Admitted
1967, Illinois; 1968, U.S. Tax Court; 1970, California; U.S. Court of Appeals, Ninth Circuit and U.S. Supreme Court
Law School
John Marshall Law School, J.D., 1965
Law School Graduation Year
1965
College
University of Illinois, B.S. in Accounting, 1961
Memberships
Orange County (Chairman, CEB, 1975-1994; Director, 1977-1982; Chairman, 1977-1978, Estate Planning, Probate and Trust Law Section; Chair, Real Property & Probate for State Bar Convention, 1992—; CEB Joint Advisory Committee, Probate & Estate Planning Subcommittee, 1991-1994; Estate Planning Advisor, CEB, 1994—; Past Chairman, Professional Education Council; Past Chairman and Co-Chairman, Trial Advocacy Program) Bar Association; American Bar Association (Member, Section on Real Property, Probate and Trust Law); State Bar of California (Member, Section on Estate Planning).
Biographical
Phi Alpha Delta (President, Alumni Chapter, 1975-1976). Recipient, U.S. Department of Treasury Certificate of Award, 1970. Author: Crummey Rules Have Changed and Estate Tax Free Life Insurance, Journal of the American Society of CLU and ChFC; Protecting Spouses From Tax Problems, California Business Law Practitioner, October, 1996. Internal Revenue Service, Income Tax, Organized Crime and Estate Tax Divisions, 1962-1971. President, Jewish Family Services of Orange County, 1975. Director, Jewish Community Foundation of Orange County, 1985-1993; Director, Jewish Home For Aging, Orange County, 1992-1994. Arbitrator, Judicial Arbitration, Orange County Superior Court. Moderator, speaker and planner of CEB Program on California Trust and Probate Litigation, (will and trust contest and undue influence), 1999 and 2001. Mediator for ADR, IRS Tax Appeals cases. Moderator, Speaker and Planner, Postmortem Trust for CEB, May 2002. (Certified Specialist, Probate, Estate Planning and Trust Law, The State Bar of California Board of Legal Specialization)