Admitted
1965, Pennsylvania and District of Columbia; 1974, New Jersey; 1988, Maryland; 1990, Virginia; 1999, New York
Law School
Temple University, LL.B., 1965; New York University, LL.M., 1968
Law School Graduation Year
1968
College
University of Pennsylvania, B.S., 1957; Columbia University, M.S., 1958
Memberships
Philadelphia, Maryland State, Pennsylvania, New Jersey State, New York State and American (Member, Section on: Taxation) Bar Associations; The District of Columbia Bar; Virginia State Bar; American Institute of Certified Public Accountants; Pennsylvania Institute of Certified Public Accountants; American Association of Attorney CPA's; Philadelphia Estate Planning Council.
Biographical
Certified Public Accountant, Pennsylvania, 1968. Author: Age-weighted Profit Sharing Plans: The Best of Both Worlds, 1994; Planning for Retirement in the Late 1990's, Medical Physician, February, 1997; Court Gives Guidance on WBPs, VEBAs, American Society of CLU Business and Compensation and The Legal Intelligencer, 1997; Welfare Benefit Plans, Professional Speaking, 1999; Living Trusts vs. Wills as Estate Planning Techniques, National Underwriter, 1999; No 419 Hits on Radar Screen, and 419 A Notice Barely Touches Most Plans, National Underwriters, 2000. Lecturer: IRS Baltimore District Employee Benefits Conference, 1993-1996; CPE Seminars on Welfare Benefit Plans for MD, DC and VA, AALU 1996 Annual Meeting; Practical Guide to Retirement Planning, CLE Seminar, November 1996. Lehigh Tax Institute, 1981; Temple University Tax Institute, 1981; Pennsylvania Institute of Certified Public Accountants, 1976-1977. Internal Revenue Agent, 1960-1964. Internal Revenue Appellate Conferee, 1965. Member: Trust Counselor's Network; ASPA Benefits Council of the Delaware Valley; The Group, Inc.