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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]
Business Administration degree from 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 (inactive) and a Florida CPA since 1987. Admitted to the Michigan Bar in 1984 (inactive) and Florida Bar since 1986. Prior to practicing law since 1988, was employed by 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 approximately 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 5 years.
Certified Financial Planner ® having met the CFP Board of Standards requirements of education, examination, experience and ethics. Chartered Financial Consultant (ChFC) with one of the most extensive educational programs in the financial industry. Chartered Life Underwiter (CLU) holding the premier credential in the insurance profession. Leadership Sarasota alumnus residing in Anna Maria, Florida with 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 and Variable Annuity – FL Dept. of Financial Services (312942)
Memberships
Sarasota and Manatee Bar Associations
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 (2010)
Chartered Life Underwriter (1990)
Chartered Financial Consultant (1990)
