|Wills, Trusts and Estates
Estate and Trust Litigation
2201 Ringling Boulevard, Suite 104, Sarasota, Florida 34237
Email: [email protected]
Bachelor of Business Administration Degree from the University of Michigan
School of Business Administration. Law degree from Wayne State University.
Licensed as a Certified Public Accountant in Michigan in 1980; Florida CPA since 1987.
Admitted to the Michigan Bar in 1984; Florida Bar since 1986. Prior to practicing law, worked at Ernst & Ernst, Peat Marwick (KPMG) and Northern Trust Bank.
Florida Bar Board Certified in Tax Law since 1995 and Wills, Trusts and Estates since 1996. One of thirty eight (38) of Florida’s 100,000 attorneys to be Board Certified in both Tax Law and Wills, Trusts & Estates. Certification is the highest level of evaluation by The Florida Bar of competency and experience within an area of law, and professionalism and ethics in practice, with recertification evaluation every five years.
Certified Financial Planner ®, having met the CFP Board of Standards requirements of education, examination, experience and ethics. Chartered Financial Consultant (ChFC) — one of the most extensive educational programs required for a financial services credential. Chartered Life Underwiter (CLU) — the premier credential in the insurance profession. FL Dept. of Financial Services Life Insurance and Annuity licensed. Florida Realtor.
Leadership Sarasota alumnus.
Resides in Anna Maria, Florida with wife Kathy Morgan.
University of Michigan School of Business Administration, Ann Arbor, Michigan, BBA – 1978.
Wayne State University Law School, Detroit Michigan, JD – 1983.
Florida Bar (#525499)
Certified Public Accountant – Fl. Dept. of Bus. and Professional Regulation (#18735)
Real Estate – FL Dept. of Bus. and Professional Regulation (SL3294216)
Life Insurance and Annuity – FL Dept. of Financial Services (A312942)
United States Tax Court (JD0161)
Sarasota County Bar Association
Manatee County Bar Association
Florida Bar Sections — Trial Lawyers; Tax Law; Real Property Probate and Trust Law
Board Certified – Wills, Trusts & Estates, Florida Bar Board of Legal Specialization & Education – 1996.
Board Certified – Tax Law, Florida Bar Board of Legal Specialization & Education – 1995.
Certified Financial Planner (R), CFP Board of Standards No. 79580 – 2012.
Chartered Life Underwriter, The American College – 1992
Chartered Financial Consultant, The American College – 1992.