Practice areas
Advise clients on estate planing to avoid estate taxes and maximize inheritance to beneficiaries
15 years
Administer decedent's estates, including estate tax return preparation and final accoutings; estate tax audits; probate contests
15 years
Trust drafting and administration, including periodic accountings and tax preparation; service as trustee
15 years
Residential purchases and sales; refinances.
16 years
Languages spoken
English
State | Status | Acquired | Updated |
---|---|---|---|
NY | Currently registered | 2004 | 12/09/2020 |
CT | Active | 2003 | 02/25/2021 |
Legal answers | 0 |
Legal guides | 0 |
Title | Company name | Duration |
---|---|---|
V.P. and Corporate Secretary | U.S. Trust | 1996 - 2005 |
Association name | Position name | Duration |
---|---|---|
Western Connecticut Estate and Tax Planning Council | Board Member | 2014 - Present |
Rotary Club of Ridgefield | President-Elect | 2013 - Present |
Ridgefield Arts Council | Auxiliary Member | 2011 - Present |
Connecticut Bar Association | Member | 2010 - Present |
American Bar Association | Member | 2010 - Present |
National Association of Elder Law Attorneys | Member | 2008 - Present |
---|
School name | Degree | Graduated |
---|---|---|
Brooklyn Law School | J.D. | 2003 |
Manhattanville College | BA - Bachelor of Arts Bachelor of Arts | 1994 |
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