Admitted
1967, New York; 1969, U.S. Claims Court; 1970, U.S. District Court for the District of Columbia; 1972, U.S. Tax Court and Nevada
Law School
St. John's University, J.D., 1966; George Washington University, LL.M., in Taxation, 1970
Law School Graduation Year
1970
College
American University, B.S., 1963; University of California at Berkeley, M.B.A. in Taxation, 1968
Biographical
Law Clerk, U.S. Claims Court, 1968-1969. Attorney Advisor, Office of Tax Legislative Council, U.S. Treasury Department, 1969-1970. Author or co-author of many articles in publications, including the Journal of Taxation, Trusts and Estates, The Tax Executive, Estate Planning, Nevada State Bar Journal, Real Property & Trust Journal, Southern California Institute on Federal Taxation, NYU Institute of Federation Taxation, CCH Financial and Estate Planning and Tax Notes. Contributing author to the books Estate Tax Freeze: Tools and Techniques and Protecting and Preserving Wealth After the 2001 Tax Act; Practical Insights and Strategies from Leading Professional Advisors. Lecturer at numerous tax conferences including The NYU Institute on Federal Taxation; University of Southern California Annual Institute on Federal Taxation; Practicing Law Institute; Southern Federal Tax Institute; Million Dollar Round Table; International Forum; Great Western Tax and Estate Planning Institute; International Association of Financial Planners; AICPA Conference on Tax Strategies for the High-Income Individual; New York Law Journal; Arkansas Federal Tax Institute; Kentucky Tax Institute; Inland Empire Tax Institute; Trusts and Estates National Forum; Tennessee Tax Institute; International Investor Institute; Washington State Bar; Multiple Advanced Estate Planning seminars for Texas Bar; Conference on Offshore Practice and Procedure. Advisory Board of the NYU Institute on Federal Taxation, Attorney Advisory Board for Merrill Lynch Trust Company and Editorial Board of Estate Planning.