Call for a free consultation: 941-365-0118 941-365-0118

 

 

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

 

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.  Prior to practicing law in Florida since 1988, worked for Ernst & Ernst, Peat Marwick (KPMG) then 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 ® — with 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. Practices in Sarasota and Manatee counties. 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 (2010)
Chartered Life Underwriter (1990)
Chartered Financial Consultant (1990)

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