Admitted
1974, Connecticut. (Not admitted in Massachusetts)
Law School
University of Connecticut, J.D., 1974
Law School Graduation Year
1974
College
Tufts University, B.A., 1969
Biographical
Author: The Revocable (Living) Trust, Financial & Estate Planners Quarterly, Fall '86; Charitable Giving Through Life Insurance, Financial & Estate Planners Quarterly, Summer '87; Estate Planning for Parents of Mentally Disabled Children, Financial & Estate Planners Quarterly, Fall '88; Understanding the Life Insurance Contract, CCH Financial & Estate Planning, Vol. 2 (1980); Split-Dollar Life Insurance, CCH Financial & Estate Planning, Vol. 2 (1980). Co-Author: The Financial Services Professional's Guide to the Tax Reform Act of 1986, Longman Pub., 1986. Member: Association for Advanced Life Underwriting (AALU), 1991-2002; Society of Financial Services Professionals, 1978-2002; Chartered Life Underwriter, 1978 (CLU) U.S.; Chartered Financial Consultant, 1986 (CHFC) U.S.
Military
Sgt. E-5, U.S. Army, 1970-1971.