Admitted
1982, Wisconsin; 1983, New Hampshire
Law School
Cornell University, J.D., 1982
Law School Graduation Year
1982
College
Boston College, B.A., summa cum laude, Phi Beta Kappa, 1979
Memberships
New Hampshire Bar Association (Member, Sections on: Taxation, Elder Law and Real Property; Probate and Trust Law); State Bar of Wisconsin
Biographical
Phi Beta Kappa. Fellow: American College of Trust & Estate Counsel. Keynote Speaker: 1999 Reunion, Cornell University Planned Giving Society; American Skandia Annual Meeting, Jan., 2000, Los Cabos, Mexico; Financial Planning Association National Conference, Sept., 2000, Boston, Massachusetts; Lincoln Financial Group National Conference, Fall, 2000, Philadelphia, PA; H.D. Vest Financial Services National Conference, Nov., 2000, Dallas, Texas. Founder: Estate Seminars, Inc. (www.estateseminars.com). Presenter and Author of Materials: Estate Planning: The Basics and Beyond; Sophisticated Estate Planning Techniques and Distributions from Retirement Plans; Special Needs Trusts; The Use of Life Insurance in Estate Planning; Ethical Issues for Estate Planning Attorneys; Recent Developments in Estate Planning; Determining the Need for Living Trusts; Funding and Operating Living Trusts; The Use of Trusts in Estate Planning; Estate Planning and Charitable Giving; Use of Trusts in Estate Planning; The Generation-Skipping Transfer Tax and Dynasty Trusts; Estate Planning Techniques for Financial Advisors; Irrevocable Trust; Charitable Remainder Trusts; Post-Mortem Reformation Opportunities; Estate Planning Basics and Beyond; The Top Ten Most Common Estate Planning Mistakes and How to Avoid Them; Estate Planning to Avoid Probate and Minimize Taxes, and Sophisticated Charitable Giving Devices as Part of an Estate Plan; Estate Planning and Life Insurance; How to Avoid Probate and Minimize Federal Estate Tax; Estate Planning; Charitable Remainder Trusts and Sophisticated Charitable Giving Techniques; Estate Planning in Anticipation of Retirement; Estate Planning for Financial Advisors: The Basics and Beyond; Estate Planning to Avoid Probate and Minimize Taxes; Estate Planning and Estate Settlement Issues Involving S Corporation; Federal State and Gift Tax. Videotape: An Introduction To Estate Planning 1998. Fellow: New Hampshire Bar Foundation; American College of Trus