Areas of Practice

• Estate Planning
• Probate & Estate Administration
• Taxation Law
• Trusts
• Wills
• Business Organizations
• Charitable Organizations and Planning

Certification/Specialties

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

Bar Admissions

• Washington, 1988
• Florida, 1994

Education

• University of Florida College of Law, Gainesville, Florida, 1992
  LL.M.
  
  
• University of Washington School of Law, Seattle, Washington, 1988
  J.D.
  Law Review: Washington Law Review, Associate Editor-in-Chief
  
  
• University of Michigan, Ann Arbor, Michigan, 1985
  M.A.
  
  
• Cornell University, Ithaca, New York, 1980
  B.A.
  
  

Published Works

• "IRA And Qualified Plan Benefits" in Asset Protection In Florida, a volume published by The Florida Bar, 2008
• "Disclaimer Reform and UDPIA: The Disappointing Amendments of 2006 Estate Planning", Warren, Gorham & Lamont of RIA, December, 2006
• "How Protected Are Your Clients' Retirement Accounts After the 2005 Bankruptcy Act?", The Florida Bar Journal, November, 2005
• "Declaimer Reform: New Developments and Additional Reflections Estate Planning", Warren, Gorham & Lamont of RIA, June, 2005
• "Perfecting Disclaimer Reform: Suggestions for a Revised Uniform Act", Estate Planning , a publication of Warren, Gorham & Lamont of RIA, Volume 31, Number 4, April 2004
• "Disclaimer Reform Is on the Way", Action Line, a publication of The Florida Bar's Real Property, Probate & Trust Law Section, Vol. XXV, No. 4, Summer 2004
• "Pet Trusts: The Next New Thing on Your Estate Planning Questionnaire", The Docket, a Newsletter of the Sarasota County Bar Association, November, 2002
• "Waiting for Estate Tax Repeal: What Do You Tell Your Clients in the Meantime?", The Florida Bar Journal, November 4, 2001
• "The Supreme Court's Interpretation of Section 1988 and Awards of Attorney's Fees for Work Performed in Administrative Proceedings: A Proposal for a Result-Oriented Approach", Washington Law Review, Volume 3 62:889, 1987

Classes/Seminars Taught

• Adjunct Professor, State College of Florida (f/k/a Manatee Commuity College), 2003 - Present
• Frequent Lecturer, Estate Planning, Florida Bar

Honors and Awards

• Fellow, American College of Trust and Estate Counsel
• 2007, 2008 & 2009 Florida Super Lawyer
• 2008 Florida Legal Elite
• 2010 Best Lawyers in America

Professional Associations and Memberships

• Southwest Florida Planned Giving Council
  President
  
  
• Southwest Florida Estate Planning Council
  Past President
  
  
• Pines of Sarasota Foundation
  Director
  
  
• The Florida Bar Journal
  Probate and Trust Column Editor
  
  
• The Florida Bar, Real Property Probate and Trust Law Section:
  Chair, Estate and Trust Tax Planning Committee
  
  
• The Florida Bar, Real Property Probate and Trust Law Section:
  IRA and Employee Benefits Committee
  
  
• The Florida Bar, Real Property Probate and Trust Law Section:
  Asset Preservation Committee
  
  
• The Florida Bar
  Member, Executive Council, Real Property Probate and Trust Law Section
  
  
• Appointed by State of Florida CFO Alex Sink to
  Safeguard Our Seniors Task Force
  
  
• Sarasota County Bar Association
  Member
  
  
• Sarasota Concert Association
  Director
  
  

Languages

• Mandarin Chinese
• French