Admitted
1983, District of Columbia and U.S. Tax Court; 1988, California; 1991, Ohio
Law School
California Western School of Law, J.D., 1983; Georgetown University, LL.M. in Taxation, 1984
Law School Graduation Year
1984
College
Denison University, B.A., 1980
Memberships
Ohio State and American (Member, Real Property, Probate and Trust Law Section); State Bar of California; District of Columbia Bar
Biographical
Recipient: Burton Achievement, 2002; American Jurisprudence Award, International Law. Author: New Required Minimum Distribution Rules, Banking Law Journal, March 2001. Lecturer: Current Issues in Business Succession Planning, Ohio State Bar Association, 2003; Top Ten Charitable Giving Vehicles (Strategies) in the New Millennium, Ohio Society of CPAs, 2002; Choosing Among a Private Foundation and the Alternatives: the Supporting Organization and Donor Advised Fund, Planned Giving Council of Dayton, 2001; Charitable Giving Strategies Using Subchapter S Corporations, Planned Giving Council of Dayton, 2000; The Family Owned Business Deduction (Exemption) Dayton Bar Association, 1998; Funding and Drafting Considerations in the Creation of Family Limited Partnerships, Ohio CLE Institute, 1998; Current Charitable Giving Strategies, Kentucky CLE Institute and Kentucky Society of CPAs, 1997; Advanced Charitable Tax Planning, Northern Ohio Planned Giving Council, 1997; Qualified Domestic Trusts/Marital Planning for the Non-U.S. Citizen Spouse, Dayton Bar Association, 1995; Qualified Personal Residence Trusts, Dayton and Hamilton Bar Associations, 1994, 1995; Using Business Organizations in Estate Planning, Cleveland Estate Planning Group, 1994; Use of 'Defective' Grantor Trusts to Save Estate Taxes, Ohio CLE Institute and Ohio Society of CPAs, 1994. Fellow American College of Trust and Estate Counsel.