Admitted
1969, Maryland; 1970, U.S. Tax Court; 1971, District of Columbia; 1974, U.S. Supreme Court
Law School
University of Maryland, LL.B., 1968; George Washington University, LL.M. in Taxation, 1975
Law School Graduation Year
1975
College
University of Maryland, B.S., 1965
Memberships
Bar Association of the District of Columbia; Montgomery County, Maryland State (Chair, Montgomery-Prince George's Tax Study Committee, 1983-1985; Member, Tax Section Council, 1985-1987) and American Bar Associations; American Association of Attorney-Certified Public Accountants; National Network of Estate Planning Attorneys
Biographical
Certified Public Accountant, Maryland, 1971. Certified Financial Planner, 1996. Contributing Author: Generations: Planning Your Legacy, Esperti Peterson Institute Inc., 1999. Lecturer: Advanced Estate and Gift Taxation and Estate Planning, Maryland Association of C.P.A.'s, 1982—; New York State Society of C.P.A.'s, 1989—. Attorney, Estate and Gift Tax and Corporate Reorganization (Mergers and Acquisitions) Branches, Internal Revenue Service, 1968-1971. President, The David S. Stone Foundation, Inc. Member, Samuel Gompers-Benjamin Franklin, Masonic Lodge, 1992—. Fellow, Esperti-Peterson Institute for Advanced Wealth Planning Strategies.