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Experience 

Over 30 years of estate and gift tax planning, and asset protection planning, mostly for high net worth individuals and estates. Consultation, planning and preparation of revocable and irrevocable trusts, grantor trusts, family limited partnerships, S corporations, LLCs, LLPs; shareholder and other business continuation agreements, life insurance trusts; planned charitable giving; post-death tax planning for estates, trusts and the decedent’s family; complex probates.

Distinctions & Memberships 

  • Admitted to The Florida Bar, 1982
  • Florida Board Certified in Wills, Trusts & Estates, 1995-2020
  • AV Rating in Martindale-Hubbell
  • The Best Lawyers in America® (Trusts & Estates)
  • The Best Lawyers in America® “Lawyer of the Year” 2018 and 2021
  • Florida Super Lawyer rated, 2006 – 2014
  • Member of Tax Section and Real Property, Probate & Trust Law Section of The Florida Bar
  • Member of St. Petersburg Bar Association
  • Member of Suncoast Estate Planning Council
  • Certified Public Accountant, Illinois, 1974

Education 

  • University of Florida Law School, LL.M. in Taxation, 1983
  • University of Washington Law School, J.D., 1977
  • University of Illinois, B.S. in Accountancy, 1974

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