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Wills, Trusts and Estate Planning
Estate and Trust Administration Real Estate Civil Litigation Tax Law Business Law Asset Protection Financial Planning Estate and Trust Litigation
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2201 Ringling Boulevard, Suite 104, Sarasota, Florida 34237
(941) 365-0118
Email: [email protected]
Graduate of the University of Michigan School of Business Administration in Ann Arbor. Law degree from Wayne State University in Detroit. Licensed as a Certified Public Accountant in Michigan in 1980, and a Florida CPA since 1987. Admitted to the Michigan Bar in 1984, and a Florida Bar member since 1986. In private practice since 1990 with prior experience at Ernst & Ernst, KPMG and Northern Trust.
Dual Board Certified for 22 years — Florida Bar Board Certified in Tax Law since 1995 and Wills, Trusts and Estates since 1996. One of thirty five (35) of the 105,000 Florida Bar members to be currently Board Certified in both Tax Law and Wills, Trusts & Estates. Certification is the highest level of evaluation by The Florida Bar of competency, experience, professionalism and ethics, with recertification evaluation every 5 years.
Certified Financial Planner ® — and the CFP Board of Standards requirements of education, examination, experience and ethics. Chartered Financial Consultant (ChFC) — one of the most extensive educational programs in the financial profession. Chartered Life Underwiter (CLU) — the premier credential in the insurance profession.
Leadership Sarasota alumnus. Resides in Anna Maria, Florida with his wife Kathy.
Licenses
The Florida Bar (525499)
Certified Public Accountant – FL Dept. of Bus. and Prof. Reg. (18735)
Real Estate – FL Dept. of Bus. and Prof. Reg. (3294216)
Life Insurance and Annuity – FL Dept. of Financial Services (312942)
Memberships
Sarasota County Bar Association
Florida Bar Trial Lawyers Section
Florida Bar Real Property, Probate and Trust Law Section
Florida Bar Tax Law Section
United States Tax Court
Certifications
Florida Bar Board Certified – Wills, Trusts & Estates (1996)
Florida Bar Board Certified – Tax Law (1995)
Certified Financial Planner (2012)
Chartered Life Underwriter (1990)
Chartered Financial Consultant (1990)
