Admitted
1963, New York; 1978, Florida; 1981, U.S. Supreme Court; 1983, U.S. District Court, Eastern and Southern Districts of New York; 1987, U.S. Tax Court; 1995, New Jersey and U.S. District Court, District of New Jersey
Law School
University of Buffalo, LL.B., 1963
Law School Graduation Year
1963
College
Pennsylvania State University, B.A., 1960
Memberships
New York State (Member: Sections on Trusts and Estates Law and Taxation; Ad Hoc Committee on Fiduciary Compensation, 1993-1995) and American Bar Associations (Member: Sections on Real Property, Probate and Trust Law and Taxation, 1981—); New York County Lawyers Association (Board of Directors, 1994-1997; Member, Section of Estates, Trusts and Surrogate's Court Practice, 1989—. Chair, Committee on Newsletter, 1993-1995; Member of Executive Committee, 1993-1996; Co-Chair of Section, 1995-1998); Lecturer, CLE Program on Will Drafting, 1995; Lecturer and Panelist, CLE Program on New Lifetime Trust Legislation, Fall 1997; Panelist, Legal Forum Cable Television Programs on Wills and Lifetime Trusts, 1997. New Jersey Estate Planning Counsel (1990—).
Biographical
Fellow, The American College of Trust and Estate Counsel (Member: Committee on Estate and Gift Taxation and Committee on Fiduciary Litigation, 2000; Contributing Author to study on Contesting Inter Vivos Trusts, 2001 New York reporter on Uniform Trust Act and Uniform Probate Code). Member, New York State Office of Court Administration, Surrogate's Court Advisory Committee, 1999-2001. Moderator and Panelist, New York State Bar Association CLE Program on Estate Planning for the Middle Class Client, 2003. Lecturer and Author, Bar Association of the City of New York, CLE Program on Revocable Trusts for New York Practitioners, 2003; Lecturer and Panelist, New York State Bar Association, CLE Program on Advanced Elder Law, 2001. Author: Techniques for Minimizing Gift Taxes, Estate Planning, Vol. 2, No. 4, 1975; Estate Tax Consideration, Life Insurance & Marital Settlements, The Insurance Law Journal, No. 647, Dec., 1976; Taxes, The Tax Magazine, Vol. 55 No. 4, 1977; Intrafamily Sale for Notes: I.R.S. vs. T.C., The Tax Advisor, Vol. 9, No. 7, 1978; New Disclosure Requirements to Testators for Attorney Draftspersons who serve as Executors, N.Y.L.J., 9/15/95, reprinted New York State Bar Journal Oct. 1995; Analysis of New Law Governing Lifetime Trusts, N.Y.L.J., 7/21/97, Vol. 218 - No. 14.; Newly Enacted Laws Governing Lifetime Trusts: An Analysis, New York State Bar Journal, Vol. 70 No. 2, 1998; reprinted in New York State Bar Association coursebook; Estate Planning and Will Drafting, Fall 1997, and New York State Bar Association coursebook; New York Estate Planning Opportunities in 1998 and Beyond, Spring 1998. Panelist & Lecturer, Estate & Tax Problems in Administering Estates, Federal Bar Association, Empire State Chapter; New York State Bar Association, CLE, program on advanced Elder Law, Fall 1997. Panelist, Lawline Cable Television Program on Administration and Litigation of estates post-9/11, 2001.