Admitted
1966, New Jersey; 1977, California
Law School
Rutgers University, LL.B., cum laude, 1966
Law School Graduation Year
1966
College
Rutgers University, B.A., 1963
Memberships
State Bar of California; American Bar Association (Member, Employee Benefits Committee; President); American College of Employee Benefits Counsel; Lawyers Committee of International Foundation of Employee Benefit Plans; Western Pension & Benefits Conference (President, 1999-2001).
Biographical
Editor, Rutgers Law Review, 1966. Guest Lecturer, Advanced Tax Seminar, Hastings School of Law, 1984-1985. Speaker: International Foundation of Employee Benefit Plans, Western Pension and Benefits Conference, American Bar Association, State Bar of California and Practicing Law Institute. Articles published include: Retirement Plan Primer, Estate Planning, Trust and Probate News, State Bar of California, Winter, 1987; Pension Portability, International Foundation of Employee Benefit Plans, 1990; Legal Update on Quadros and Community Property, Western Pension and Benefits Conference, 1992; Participant Directed Investing, Section 404(c), International Foundation of Employee Benefit Plans, 1994. Requests for Plan Information, Western Pension and Benefits Conference, Annual Meeting, 1996; Analysis of HIPAA Regulations, International Foundation of Employee Benefit Plans, 1997. Speaker: IRS Audits,: International Foundation, 2000; Health Insurance Portability and Accountability Act of 1996, Northern California Benefits Council; Legal Issues of Participant Directed Investing, International Foundation of Employee Benefit Plans, 1997; 401(K) Plans, Legal Issues in Covering Less Than Full Time Employees, International Foundation of Employee Benefit Plans, 1999; ERISA Preemption, American Bar Association Insurance Coverage Section, 2000; ERISA 101, the Structure and Substance, Western Pension and Benefits Conference, 2001; Succession Planning for Trustees, International Foundation, 2001; Employee Benefits for Small Corporations, Lorman, 2002; Pension Reform, Western Pension and Benefits Conference Annual Meeting, 2003. Chair, Employee Benefits Committee of State Bar, 1995-1996.