I have been representing clients in connection with estate planning and tax matters for almost 30 years. I focus first on understanding the client's objectives. I spend time learning about my client's goals, their family and their values. While tax savings is always an important objective, I do not let that be the sole determining factor when we design the plan together. Rather, I design a plan to accomplish the client's objectives in a tax efficient manner. Responsiveness to my client's requests and needs is paramount.
Since 1992
1996 - 1998
Riker, Danzig, Sherrer, Hyland & Perretti
1992 - 1996
Internal Revenue Service Office of Chief Counsel
1993 - 1996
LL.M. (1996) | Taxation
1989 - 1992
J.D. (1992) | Law
Honors: Cum Laude Recipient Maxwell McMillan Award for Excellence in Tax Curriculum
1985 - 1989
B.S. (1989) | Accounting
National Law Journal
Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning
Probate Administration, Probate Litigation, Will Contests