Admitted
1968, New Jersey; 1975, California; 1977, U.S. Tax Court; 1984, U.S. Supreme Court
Law School
New York University, J.D., 1968
Law School Graduation Year
1968
College
Rutgers University, A.B., cum laude, 1965
Memberships
Silicon Valley (President, 2000-2002), Palo Alto, Santa Clara County (Member: Executive Committee, Taxation Section, 1977; 1989-1992; Estate Planning, Trust and Probate Section, 1978-2001; Chairman, 1982; Trustee, 1983-1984), San Mateo County (Member, Executive Committee, Probate Section, 1986-2000) and American (Member, Sections of: Public Contract Law and Chairman, Region VI, 1976-1979; Real Property and Probate; Taxation; Income of Estates and Trusts Committee, 1987-1989) Bar Associations; State Bar of California (Commissioner, Tax Law Advisory Commission, 1989-1992; Appointed, 1993-1995; Chairman, 1994-1995).
Biographical
Author: Death, Debts & Taxes, CEB, 2002. Co-Author: Trust Administration, CEB, 2002. Co-Author: California Decedents' Estate Practice, CEB, 2001. Contributing Author: Estate Planning for Unmarried Couples, Calif. CEB 1998. Author: Transferee Liability, State Bar of California Legal Specialization Digest (Fall 1996); Creditors Rights in Proceedings Outside Estate Administration, Calif. CEB 1995, Revised 1999; Death, Debts & Taxes, CEB, 2000; Summary of Creditor Rights in Proceedings Outside of Formal Estate Administration, Summer, 1992, California Bar Estate Planning, Trust and Probate News; Tax Treatment of Damage Awards and Structure & Settlements, Nov., 1991; Joint Tenancy Agency Agreements both articles published in The Docket, San Mateo County Bar Association. Update on Whether to Consider Using a Funded Living Trust to Avoid Probate, 16 Estate Planning 140 (May/June, 1989); Tax and Financial Planning For Your Children's Education, Phys. Tax & Acctg. Adv., Winter, 1988; Estate Planning for a Client Pending Divorce, Winter, 1983 and Estate Planning and Divorce, Summer, 1983, California Bar Estate Planning, Trust and Probate; Survey of California Corporate Fiduciary Fees and Practices, California Bar Estate Planning & Trust News, Fall, 1985. Lecturer, Estate Planning for Unmarried Couples, 1998, Creditor Claims, 1995, Fundamentals of Estates, 1981-1988, Dealing with Revocable Trusts, 1996-1997; Developments in Probate, 1986-1989, Mathematics of Estate Planning, 1986 and Will Drafting, 1992-1994, California Continuing Education of the Bar; Fundamentals of Estate Administration, 1990, California Continuing Education of the Bar. Instructor, Estate Planning, University of Santa Clara Law School, 1981. Member, California Board of Legal Specialization, 1994-1995. (Certified Specialist, Taxation Law, The State Bar of California Board of Legal Specialization)