Law School
Case Western Reserve University, J.D., magna cum laude, 1990; Case Western Reserve University, LL.M., Taxation, 1999
Law School Graduation Year
1999
College
Kent State University, B.B.A., summa cum laude, 1987
Memberships
Cleveland Bar Association (Treasurer and Member, Council of Delegates, Section on: Estate Planning, Probate, and Trust Law, 2003—); Northern Ohio Planned Giving Council (Secretary, 2003—; Member, Board of Trustees, 2001—); Estate Planning Council of Cleveland (President, 2001-2002; Member, Board of Trustees, 1997-2002).
Biographical
Beta Gamma Sigma; Beta Alpha Psi; Order of the Coif. Recipient, American Jurisprudence Award, Evidence, 1989. Certified Public Accountant, Ohio, 1997. Author: Estate Tax Repeal: A Glimpse of the Future? Crain's Cleveland Business, November 12, 2001; Gifting Programs: Advantages and Disadvantages, Crain's Cleveland Business, November 13, 2000; The Most Common Family Business Mistakes Can Be Avoided, Family Business Journal, Winter 1999; The Family Business: Why It's A Brand New Ballgame! Crain's Cleveland Business, November 22, 1999; The Five Most Common Family Business Mistakes, Crain's Cleveland Business, November 2, 1998; Looking to the Future: What Changes Might Be In Store for Estate and Gift Taxes, Family Business Journal, Summer 1998. Speaker: Exploring the Universe of Business Succession Planning Options, Cleveland Bar Association, 2003; Federal Taxation Update, Ohio State Bar Association Annual Convention, 2002; Planning Opportunities and Challenges Under the 2001 Tax Act, Northern Ohio Planned Giving Council, 2001; Making Financial Sense-Tax Cuts, Credits and Savings, The Cleveland Museum of Art Planned Giving Council, 2001; Estate Planning With Real Estate, Cleveland Bar Association Real Estate Law Institute, 2000; Federal Developments-Highlights, Cleveland Bar Association Estate Planning Institute, 1999; Recent Developments in the Family Limited Partnership and Valuation Areas, Akron Estate Planning Council, 1999; The Installment Sale to a Defective Grantor Trust, North Central Ohio Estate Planning Council, 1999; Business Succession Planning, Tax Club of Cleveland, 1999; Valuation Issues Regarding Family Limited Partnerships, Toledo Bar Association Annual Probate Seminar, 1998; The Final GST Tax Regulations, Estate Planning Council of Cleveland, 1996. Ohio Society of Certified Public Accountants Annual Accounting Shows, 1996-2000; National Business Institutes, 1996-1999. Member, Planned Giving Council, The Cleveland Museum of Art. Member, Board of Advisors, Kent State