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About me

Languages spoken: German

Practice areas


  1. Tax: 34%
  2. Estate Planning: 33%
  3. Trusts: 33%



Fixed (sometimes)

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Contact info

Roberts Global Counsel, LLC

640 Mix Ave
Hamden, CT, 06514


DCActive 200707/06/2016
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Award nameGrantorDate granted
Rising StarConnecticut Super Lawyers2013
Work experience
TitleCompany nameDuration
AttorneySole Practitioner2013 - Present
AssociateWithers Bergman, LLP2008 - Present
AssociateBaker & McKenzie, LLP2007 - 2008
Association namePosition nameDuration
Connecticut Bar Association, Tax SectionExecutive Committee2012 - Present
American Bar AssociationN/AN/A
Society of Trust and Estate PractitionersN/AN/A
Publication nameTitleDate
LexisNexis publicationLexisNexis Guide to FATCA Compliance, 2d Edition2014
IFC ReviewFATCA: Implications for Trusts and Trustees2013
STEP JournalFATCA: A Guide for Trusts and Companies2012
Financial Instruments Tax and Accounting ReviewFATCA: Proposed Regulations Unveiled2012
Financial Instruments Tax and Accounting ReviewDo You Know Who Your Clients Are? Identifying and Disclosing US Persons in a Post-HIRE Act World2010
BNA Tax Planning International ReviewThe Hiring Incentives to Restore Employment Act of 20102010
Newsletter of the ABA Section of Business Law Committee on TaxationProposed Regulations Regarding Withholding on Distributions in Redemption of Publicly Traded Stock2007
Practical US/International Tax StrategiesAn Intimate Look at Arm's Length: Trying to Grasp the Investor Model in the Proposed Cost-Sharing Regulations2007
School nameMajorDegreeGraduated
Boston University School of LawTaxLL.M - Master of Laws2007
University of Michigan Law SchoolLawJD - Juris Doctor2005
Yale UniversityClassics and HistoryBA - Bachelor of Arts1999
Speaking engagements
Conference nameTitleDate
STEP Mid-Atlantic Meeting July 2013FATCA for Trusts and Trust Companies2013