Admitted
1969, Texas; 1970, U.S. District Court, Western District of Texas, U.S. Tax Court, U.S. Court of International Trade and U.S. Court of Federal Claims; 1972, U.S. Court of Appeals, District of Columbia Circuit and U.S. Supreme Court; 1982, Connecticut; 198
Law School
St. Mary's University of San Antonio, J.D., 1970; Boston University, LL.M., Taxation, 1975
Law School Graduation Year
1975
College
University of Tennessee at Knoxville, B.S.B.A., 1963; Century University, M.B.A., 1982
Memberships
Greater Bridgeport, Connecticut and American (Chair, 2000-2001, Closely Held Businesses Committee and Chair, 2001—, Professional Services Committee; Member, Nominating Committee, 2000—, Tax Section) Bar Associations; State Bar of Texas; Connecticut Society of Certified Public Accountants; Texas Society of Certified Public Accountants; American Institute of Certified Public Accountants
Biographical
Delta Theta Phi (Member, Bickett Senate, 1967-1969). Recipient, American Jurisprudence Awards. Certified Public Accountant: Texas, 1971; Connecticut, 1976. Author: Criteria in Selection of a Tax Attorney, CLT Tax Law Supplement, May 10, 1993; The Cabaret Tax and the Carpenteri Case, CLT Tax Law Supplement, February 13, 1995, p. 21; Which is Better: To Give or To Receive? CLT Trusts & Estates and Tax Planning Supplement, February 12, 1996, p. 11; Timely Tax Issues for Practice and Home, 22 CLT 44, 19 (November 4, 1996); Special IRS Treatments for Lawyers, 23 CLT 10, 20 (March 3, 1997); IRA Deathtraps, 23 CLT 16, 20 (April 14, 1997); Love, Marriage and Taxes, 23 CLT 35, 25 (August 25/September 1, 1997); How Do You Spell Relief? 23 CLT 44, 16 (November 3, 1997); Roth IRA Provides a Valuable Planning Tool, 24 CLT 7, 16 (February 9, 1998); Attorneys Singled Out for Special IRS Treatment, 24 CLT 13, 16 (March 23, 1998); Are ‘Foreign Trusts’ Really Alien to Connecticut Estate Planners? CLT Magazine, Trusts & Estates Supplement, p. 4 (June 22, 1998). Co-Author: with Carol F. Burger: Good News in Tax Law, ABA Journal, November 2001; Tax Outcomes You didn't Expect, ABA Journal, November 2000; Protecting the Wealth, ABA Journal, November 1999, p. 58; What To Do When the IRS Calls, ABA Journal, November 1998. Co-Author, with C. Wells Hall, III, These Taxing Times, ABA Journal, November 1997. Moderator and Panelist: Estate Planning Workshop for Closely-Held Businesses, ABA Section of Taxation, San Francisco, CA, August 2, 1997; These Taxing Times, ABA Connection Teleconference, November 19, 1997; A Business Divorce - The Demise of a Law Firm, ABA Section of Taxation, San Antonio, TX, January 25, 1998; Passing the Torch, ABA Connection Teleconference, February 18, 1998; Breaking Up is Hard to Do - A Business Law Primer: Section 355 Divisive Reorganizations, ABA Section of Taxation, Washington, DC, May 16, 1998; What To Do When the IRS Calls, ABA Connection Teleconference, Nov
Military
Capt., U.S. Army, 1964-1968.