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Practice areas

Licensed

  1. Tax: 60%
    18 years
  2. Estate Planning: 40%
    18 years

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Contact info

PricewaterhouseCoopers

300 Madison Avenue
New York, NY, 10017

Resume

License
StateStatusAcquiredUpdated
CTActive199608/15/2016
NYCurrently registered 199607/10/2016
OHInactive200208/01/2016
DCInactive 199807/06/2016
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Awards
Award nameGrantorDate granted
FellowAmerican Bar Association, Real Property, Trust and Estate Law Section2006
Order of the CoifCase Western Reserve University School of Law1995
Beta Gamma SigmaCase Western Reserve University1995
Work experience
TitleCompany nameDuration
Tax PartnerPwC2012 - Present
Americas Leader, Individual Global TaxErnst & Young LLP2008 - 2012
Of CounselKahn Kleinman, LPA2006 - 2008
CounselTucker Ellis & West LLP2004 - 2006
Of CounselHahn Loeser & Parks LLP2003 - 2004
AssociateArter & Hadden2002 - 2003
AssociateShaw Pittman1999 - 2002
Attorney AdvisorUnited States Tax Court1998 - 1999
AssociateOrrick Herrington & Sutcliffe1995 - 1996
Associations
Association namePosition nameDuration
American Bar FoundationFellow2009 - Present
Case Western Reserve University School of Law Alumni BoardBoard Member2007 - Present
American Bar Association, Real Property, Trust and Estate Law SectionVice Chair, International Tax Planning2007 - Present
Society of Trust and Estate PractitionersRegistered Trust and Estate Practitioner2006 - Present
American Bar Association, Real Property, Trust and Estate Law SectionAcquisition Editor, Trusts and Estates Books2006 - Present
American Association of Attorney Certified Public AccountantsBoard of Directors2006 - Present
Greater Cleveland International Lawyers GroupVice President and Director2005 - Present
Estate Planning CouncilMember2005 - Present
Ohio Bar AssociationMember2002 - Present
American Inns of CourtAssociate Member2003 - 2006
Publications
Publication nameTitleDate
WG&L - U.S. International Estate PlanningU.S. International Estate Planning Treatise2008
Bank Income Tax Return Manual (WG&L)Bank Income Tax Return Manual2008
Cleveland Bar JournalAsset Protection Planning Considerations in Estate Planning2007
Cleveland Bar JournalReporting Requirements for Foreign Trusts, Gifts and Bequests and Financial Accounts2007
Commercial Law JournalWhole Loan Repurchase Agreements: An Assessment of Investment Transaction Risk in Light of Continuing Legal Uncertainty1994
Education
School nameMajorDegreeGraduated
New York University School of LawTaxationLL.M - Master of Laws1997
Case Western Reserve University School of LawLawJD - Juris Doctor1995
Case Western Reserve UniversityManagementMBA1995
Washington University in St. LouisPolitical ScienceAB1991
Speaking engagements
Conference nameTitleDate
Executive Tax UpdateCross Border Planning for Individuals2009
Ernst & Young Executive Tax UpdatePFIC Issues for Private Clients2009
Cleveland Estate Planning InstituteInternational Estate Planning2009
Understanding Asset Protection Planning (national webcast)Asset Protection Planning2007
Ohio Association of Nonprofit OrganizationsThe Effect of Estate and GST Tax Repeal on Charitable Giving2007
Hot Topics for Estate PlannersDeflating the Myths and Mystique of Asset Protection Planning2007
Estate and Asset Protection Issues in Planned GivingEstate and Asset Protection Issues in Planned Giving2007
Cleveland Tax InstituteRecent Developments in Wealth Transfer Tax2007
American Bar Association, 18th Annual Estate Planning SymposiumAsset Protection Planning2007
American Bar Association, 18th Annual Estate Planning SymposiumForeign Trust Reporting2007
American Association of Attorney-Certified Public AccountantsAsset Protection Planning2007
35th Annual Charitable Tax SeminarThe Case for Delaware: Achieving Asset Protection and Estate Planning Objectives with Delaware Trusts2007
The Artist as Entrepreneur InstituteThe Art of Paying Taxes2006
Southwest Personal CFO ForumAsset Protection Planning: Principles and Techniques2006
Southern California Personal CFO ForumAsset Protection Planning: Principles and Techniques2006
Southeast Personal CFO ForumAsset Protection Planning: Principles and Techniques2006
Ohio Accounting ShowEstate and Asset Protection Strategies for Closely Held Businesses2006
Northern California Personal CFO ForumAsset Protection Planning: Principles and Techniques2006
Midwest Personal CFO ForumAsset Protection Planning: Principles and Techniques2006
Mid-Atlantic Personal CFO ForumAsset Protection Planning and Family Limited Partnerships2006
Mellon Private Wealth ManagementAsset Protection Planning and Equity Stripping Transactions2006
The Artist as Entrepreneur InstituteTax Compliance2005
Cleveland Tax InstituteCorporate Spinoffs2005
Employee Benefits Council of Northeast OhioControlled Group Issues Affecting Qualified Plans2003
Cleveland Tax InstituteRestricted Stock and Equity Compensation2003
Cleveland Bar AssociationFederal Regulatory Requirements of Nonprofit Organizations2003
American Society of Pension Professionals and ActuariesControlled Group Issues Affecting Qualified Plans2003