Areas of Practice

• Develop personal relationships with clients and their families as a trusted family advisor
• Develop creative estate plans to minimize estate, gift, and generation skipping taxes and to provide for the preservation of family wealth
• Handle all aspects of the administration of estates and trusts
  Counsel families on estate planning opportunities available with respect to closely-held businesses and the transfer of such businesses to younger generations
• Advise clients on changing their tax residence from New York to other states
• Represent clients in matters before the Internal Revenue Service, including audits, appeals, and ruling requests; the New York State Department of Taxation and Finance; and the Surrogate's Court
• Advise clients on the use of life insurance products as part of their estate plan
• Create offshore trusts and counsel on multi-national tax issues
• Counsel clients on the use of estate planning techniques that provide benefits for the family, as well as for charitable organizations
• Advise executors and trustees in the discharge of their fiduciary duties
• Counsel public and private charitable organizations on fundraising and administrative matters
• Serve as an officer and/or director of non-profit organizations

Represent

• U.S and multinational individuals and families
• Public and private charitable organizations
• Banks and Trust Companies in their capacity as executor or trustee of an estate or trust

Bar Admissions

• New York; Massachusetts

Legal Career

• Joined Golenbock Eiseman Assor Bell & Peskoe LLP in 1995; previously a partner with the firm of Weitzner, Levine, Hamburg & Chill

Author/Speaker

• Frequent writer and speaker on estate planning issues

Professional Activities & Associations

• Member, New York State Bar Association
• Member, Association of the Bar of the City of New York

Education

• LL. M., New York University School of Law (1989)
• J. D., Boston University School of Law (1981)
• B. S. in accounting, magna cum laude, Northeastern University (1978)
• Certified Public Accountant, New York