Admitted
1963, Missouri; 1964, District of Columbia; 1965, U.S. Tax Court
Law School
University of Michigan, J.D., 1963
Law School Graduation Year
1963
College
University of Oklahoma; Wharton School of Finance and Commerce at University of Pennsylvania, B.S.,
Memberships
Lawyers Association of Kansas City (Chairman, Tax Committee, 1976-1977); Kansas City Metropolitan (Chairman, Tax Committee, 1975-1976) and American (Member, Section on Taxation) Bar Associations; The Missouri Bar. Duke Estate Planning Institute
Biographical
Co-Editor, Tax Aspects of Transactions Between the Corporation and Its Shareholders. Missouri Corporate Practice, 1973. Speaker: Tax Aspects of Litigation, Practicing Law Institute, 1979.; Alternatives to the Traditional Buy-Sell Agreement, William & Mary Tax Institute, 1989 & 1992; Avoiding Malpractice Thru Sound Ethics Practices, Georgia Tax Conference, 1993; Succession Planning For The Family Business Owner, Southern Federal Tax Institute, 1993 & 1995; Buy-Sell Agreements, Kansas Tax Conference, 1994. Co-Author: A Practical Guide to Buy-Sell Agreements, American Law Institute, American Bar Association; Estate Planning for Family Business Owner, Missouri Bar Deskbook Series 1998. Attorney, Tax Rulings Division, Internal Revenue Service, 1963-1965. President, Estate Planning Association of Kansas City, 1972-1973. President, Estate Planning Council of Kansas City, 1981-1982. Chairman: Heart of America Tax Institute, 1975. Chairman, Employee Benefit Institute, 1990. Founder: Federal Estate Planning Symposium, 1986. Member: Notre Dame Tax Conference, 1997, 1998 and 2002; Mid America Tax Conference, 1998-2000. Chairman, ALI-ABA Conference, Estate Planning for the Family Business Owner, 1992-2002; Employee Stock Ownership Plans, ALI-ABA Pension Conference, 1988-1989; Getting Out of the Family Business, Notre Dame Conference, 1997; Buy Sell Agreements, Duke Estate Planning Institute, 1997; Selling the Family Business, Georgia Tax Conference, 2002; Succession Planning for Accountants, AICBA Annual Conference, 2002; Dealing with Divorce in the Family Business ALI-ABA Institute, Estate Planning for the Family Business Owner, 2003. Listed in Best Lawyers in America. Fellow, American College of Tax Counsel. Fellow, American College of Trust and Estate Counsel.