Our Professionals

MEMBERSHIPS
The Florida Bar
Clearwater Bar Association
Suncoast Estate Planning Council

EDUCATION
University of Florida, LL.M., Taxation, 1983 University of Florida, J.D. with honors, 1982 Rollins College, B.A. with distinction, Business Administration and Accounting, 1979

CERTIFICATIONS
LL.M. in Taxation
Board Certified Lawyer Wills, Trusts and Estates
Accredited Estate Planner® Designation

PUBLICATIONS
Author of more than 200 articles in national publications, symposia and law school text books on physician planning, estate tax planning and income tax issues, problems and solutions Contributing author, Leimberg Information Services (LISI) Contributing author, 2005 American Law Institute-American Bar Association Practice Checklist Manual on Advising Business Clients Contributing author, National Association of Estate Planners & Councils Representative Publications: “It’s All in the Math: Financial Mechanisms, Structures and Questions Under the Accountable Care Organization Proposed Regulations,” ABA Health eSource, April 2011 Special Edition “Accountable Care Organizations Proposed Regulations Reveal Significant Financial Opportunities and Structural Requirements,” ABA Health eSource, April 2011 “After Olmstead: Will a Multiple-member LLC Continue to Have Charging Order Protection?” The Florida Bar Journal, December 2010 “Unconventional Uses of 529 Plans Should Not Be Ignored by Taxpayers and Their Advisors,” BNA Tax & Accounting, March 11, 2010 “Creditor Rights Under Private Annuities and Grantor-Retained Annuity Trusts in Florida,” The Florida Bar Journal, July/August 2009 “Recent Adventures in Florida Tenancy by the Entirety — Important Developments,” Leimberg Information Systems, Inc, June 18, 2009 “Mistakes Doctors Make Managing Their Practices and Investments,” Leimberg Information Systems, Inc., May 20, 2009 “The Estate Planner’s Guide to New Parent F Reorganizations,” Estate Planning Magazine, May 2008

Lecturer: Co-chairman and presenter, The Florida Bar’s annual Physician Representation seminar Vice chairman and presenter, The Florida Bar’s annual Wealth Conservation seminar BNA national webinars