EDUCATION
University of Pennsylvania Law School, Philadelphia, PA
Juris Doctor, May 1986
Honors: University of Pennsylvania Law Review
Cornell University, Ithaca, NY
Bachelor of Science in Industrial and Labor Relations, May 1983
ADMISSIONS and MEMBERSHIPS
Admitted to the New York State Bar, 1987
New York City Bar Association
Member, Estate and Gift Tax Committee, 1999-2002
Member, Trusts, Estates and Surrogate’s Court Committee, 1996-1999
New York State Bar Association, Trusts and Estates Law Section
Vice Chair, Practice and Ethics Committee, 2004-2006
Vice Chair, Newsletter and Publications Committee, 2000-2004
Chair, Newsletter and Publications Committee/Editor of Newsletter, 1997-2000
PRIOR EXPERIENCE
Managing Director, United States Trust Company, N.A., New York, NY
National Manager Estate Administration, Trust Settlement, Insurance
Associate, Milbank Tweed Hadley & McCloy, New York, NY
Trusts and Estates Department
PUBLIC SPEAKING AND PUBLICATIONS
"Top Ten Tips Tied to Tangible Personal Property" delivered at Sotheby's New York, March 1, 2007 and at Doyle New York, October 19, 2006
"Art as an Estate Planning Challenge" with David Charback, Michael I. Frankel, Esq. and Theodore Wagner, Esq., at Carter, Ledyard & Milburn conference entitled "The Business of Art Collecting, The University Club, November 3, 2003
"An Introduction to Estate Planning for Beginners and Non-Specialists" with William H. Forsyth, Jr., Esq. and Leslie J. Wilsher, Esq., New York City Bar, September 21, 1999
"Accounting and Settlement of Estates" as part of Practical Skills -- Probate and Administration of Estates, New York State Bar Associatiion with Philip J. Michaels, Esq., Elizabeth S. Benson, Esq., Barbara Lynn Pederson, Esq. and Mary-Jo V. Saeli, Esq., New York, October 22, 1998
"Basic Estate Administration for Paralegals" with Patricia C. Marcin, Esq., Beth D. Tractenberg, Esq., Gail Chern-Thompson, Esq., David E. Stutzman, Esq. and Ronald J. Weiss, Esq., New York City Bar, February 25 and March 4, 1999
"An Introduction to Estate Planning for Beginners and Non-Specialists" with Cecily Maguire, Esq. and Susan Litwer, Esq., New York City Bar, October 21, 1997
"Probate Proceedings" as part of Practical Skills -- Probate and Administration of Estates, New York State Bar Association, with Philip J. Michaels, Esq., Joann T. Palumbo, Esq. and David M. Warren, Esq., New York, September 25, 1996
"A Discussion of Some Recent Changes (and Some Proposals Too) in Trusts and Estates Law and Practice" delivered at Richmond County Bar Associatoin, Surrogate's Court Committee, December 13, 1995
"Estate Planning 101" with S. Jeanne Hall, Esq., Leslie J. Wilsher, Esq. and Gerard F. Joyce, Jr., Esq., New York City Bar, February 23, 1994
"Forming a Foundation: Trust vs. Corporation" with Carolyn C. Clark, Esq., Probate and Property May/June 1989
Comment, "Workers' Compensation and Gradual Stress in the Workplace", 133 University of Pennsylvania Law Review 847, April 1983
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