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Practice areas


  1. Trusts: 50%
  2. Tax: 50%

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Contact info

2190 Washington Street
San Francisco, CA, 94109

575 Madison Ave Ste 7 B
New York, NY, 10022-2517



NYCurrently registered 200203/07/2016
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Award nameGrantorDate granted
Top 100 AttorneysWorth Magazine2007
Top 100 AttorneysWorth Magazine2006
Best Lawyers in AmericaN/AN/A
New York Area's Best LawyersN/AN/A
Publication nameTitleDate
South Florida Legal GuideRaising the Stakes in International Tax Planning2006
Trusts & EstatesLet There Be Light2004
Trusts & EstatesOpen-Architecture Trusts: The Wiser Choice2003
School nameMajorDegreeGraduated
Ohio State UniversityN/AN/AN/A
Speaking engagements
Conference nameTitleDate
Annual Estate Planning Conference on Wealth TransferFamily Governance Issues2006
Family Office Exchange CEO ForumTrust Governance and Oversight of Family Partnership and Family Trusts2006
Private Client Legal ForumLiability: Choice of Venue and Jurisdiction2005
The International Academy of Estate and Trust Law ConferenceFounder Control and the Rights of Interested Persons2004
Private Client Legal ForumThe Role of Institutional Fiduciaries in International Private Client Work2004
IBC Third Annual Global Family Office SummitIncreasing Operational Efficiency in the Family Office: Applied Technologies & Best Practices: The Offshore Experience2003
Family Office Exchange Multi-Family ConferenceManaging Risks of the MFO2003
Seventh Annual International Wealth Transfer Practice ConferenceOwnership and Management Succession for the Closely-Held Cross Border Family Business2002
New York Bankers Association 56th Annual Trust & Investment ConferenceChanging Roles of the Institutional Trustee2002
Wealth Transfer ConferencePlanning Under the Threat of Estate Tax Reform2001
UnknownInternational & Offshore Trusts2000
IBC First Annual Global Family Office SummitLost in a Jungle of Jargon2000
Harris Bank Family Office ForumFlexible Foundations2000
Annual Conference on Wealth TransferModern Trust Governance - Balance and Harmony2000
Global Weath Management ConferenceContaining the Crimson Tide - Practical Solutions for Trusts Caught in the US Tax Net1997
Family Office Exchange 2006 Thought Leaders CompendiumRecasting the Central Role of the Family Office as Risk ManagerN/A

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