|Wills, Trusts and Estate Planning
Estate and Trust Administration
Estate and Trust Litigation
2201 Ringling Boulevard, Suite 104, Sarasota, Florida 34237
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 member since 1986. Prior to practicing law since 1988, worked with Ernst & Ernst, Peat Marwick (KPMG) then Northern Trust.
Dual Board Certified for over 22 years. Florida Bar Board Certified in Tax Law since 1995 and Wills, Trusts and Estates since 1996. One of only 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, experience, professionalism and ethics in practice, with evaluation for recertification every five years.
A Certified Financial Planner ® — having met the CFP Board of Standards requirements of education, examination, experience and ethics. A Chartered Financial Consultant (ChFC) — one of the most extensive educational programs in the financial industry. A Chartered Life Underwiter (CLU) — the premier credential in the insurance profession. A Leadership Sarasota alumnus who resides in Anna Maria, Florida with his wife Kathy.
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)
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
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)