Admitted
1966, Pennsylvania; 1970, Illinois and U.S. Supreme Court
Law School
Yale University, J.D., 1966
Law School Graduation Year
1966
College
Princeton University, A.B., summa cum laude, 1963
Memberships
International Academy of Estate and Trust Law; American Law Institute; American College of Trust and Estate Counsel (President, 1997-1998); American College of Tax Counsel.
Biographical
Phi Beta Kappa. Author (partial list): Flexible Trusts and Estates for Uncertain Times, ALI-ABA, 2003; Planning and Drafting for the Generation-Skipping Transfer Tax, ALI-ABA, 2nd ed. 1994; 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 Form), 1 ALI-ABA Estate Planning Course Materials Journal 19, June 1995; Using Insurance Proceeds Not Included in Insured's Gross Estate to Provide Liquidity, CLU Journal, October 1979; Whom Do You Trust: Planning, Drafting and Administering Self and Beneficiary - Trusteed Trusts, 20 University of Miami Institute on Estate Planning, 1986. Co-Author: Drafting Wills and Trust Agreements, Illinois Institute for CLE, 1990. Visiting Adjunct Professor, University of Miami Law School, 1984-1986. Associated with Reed Smith Shaw & McClay, Pittsburgh, Pennsylvania, 1966-1970.