Admitted
1976, Illinois and Wisconsin
Law School
University of Wisconsin at Madison, J.D., 1976
Law School Graduation Year
1976
College
Smith College, A.B., 1972
Memberships
Chicago (Member, Employee Benefits Committee, 1978—; Chairman, 1986-1987; Federal Taxation Committee, 1980—; Executive Council, 1982-1985), Illinois State (Member, 1988—, Chair, Employee Benefits Section Council, 1991-1992) and American (Vice Chair, Employee Benefits Committee, Taxation Section, 1995-1998, Chair-Elect, 1998-1999, Chair, 1999-2000; Chairman, Federal and State Securities Regulation Subcommittee of Employee Benefits Committee, 1985-1995; Member: Joint Committee on Employee on Employee Benefits, 1991—; Sections on: Real Property, Probate and Trust Law; Taxation; Business Law) Bar Associations
Biographical
Member, 1974-1975 and Managing Editor, 1975-1976, Wisconsin Law Review. Co-Author with Louis A. Freeman, Pension Investments in Real Estate, 1 Journal of Taxation of Investments 155, 1984. Co-Author with Anita Gottlieb, Participating Loans-Unresolved Fiduciary and Tax Concerns, Journal Tax'n Investments 155, 1986. Author: Pension Trusts as Limited Partners-Ruminations on UBI and Service Bolt and Nut, 1 Journal Tax'n Investments 348, 1984; Enhanced Incentives for Leveraged ESOP's After the 1984 Tax Reform Act, 2 Journal Tax'n Investments 178, 1985; Rules of Thumb for Choosing Between Ten-Year Averaging and Rollovers on a Retirement Plan Distribution, 2 Journal Tax'n Investments 330, 1985; ERISA and Soft Dollars, 4 Journal Tax'n Investments 140, 1987; Individual Retirement Arrangements and Simplified Employee Pension Plans, Illinois Institute for Continuing Legal Education Employee Benefits Law, 1987, 1991, 1994; Executive Compensation in Mergers and Acquisitions (Part 1), 39 The Practical Lawyer No. 4 75, 1993; Executive Compensation in Mergers and Acquisitions (Part 2), 39 The Practical Lawyer No. 5 45, 1993; A Simple Approach To Pension Planning, 83 Illinois Bar Journal 37, 1995; New New New Rule 16b-3, 4 Erisa and Benefits Law Journal 248, 1996; Employee Benefit Plan Exemptions Under Section 16 of the Securities Exchange Act of 1934, 59 Employee Benefits and Executive Compensation Counselor, 9 (1998). Co-Author: Executive Compensation: A 1987 Road Map for the Corporate Advisor, 43 The Business Lawyer 185, 1987. Charter Fellow, American College of Employee Benefits Counsel.