Areas of Practice

• Estate Planning
• Probate & Estate Administration
• Trusts
• Wills

Certification/Specialties

• Board Certified as a Specialist in Wills, Trusts, and Estates, The Florida Bar

Bar Admissions

• Florida, 1974

Education

• University of Miami School of Law, Coral Gables, Florida, 1975
  LL.M.
  Major: Taxation
  
  
• University of Miami School of Law, Coral Gables, Florida, 1974
  J.D.
  
  
• Florida State University, Tallahassee, Florida, 1967
  B.S.
  
  

Published Works

• "New Carryover Basis Rules Alter Techniques for Estate Planners", The Florida Bar Journal, October, 1977
• "Generation-Skipping Transfers: A Primer for Estate Planners", The Florida Bar Journal, March, 1987
• "Generation-Skipping Transfers after the Technical Corrections Bill", The Florida Bar Journal, December, 1988
• "Should You Be Recommending Generation-Skipping Trusts To Your Clients?", The Florida Bar Journal, November, 1996

Classes/Seminars Taught

• Lecturer, Federal Income, Estate and Gift Taxes

Honors and Awards

• 2007, 2008 & 2009 Florida Super Lawyer
• Fellow, American College of Trust and Estate Counsel

Professional Associations and Memberships

• Sarasota County Bar Association
  
  
• The Florida Bar, Real Property Probate and Trust Law Section
  Member
  
  
• The Florida Bar, Real Property Probate & Trust Law Section
  Former Vice-Chair, Estate and Trust Tax Planning Committee
  
  
• Southwest Florida Estate Planning Council
  
  
• Southwest Florida Estate Planning Council
  Original Co-Incorporation and Former President
  
  
• Mote Marine Laboratory
  Former Trustee
  
  
• Community Foundation of Sarasota County, Inc.
  Director