HIGHLIGHTS:
Counseling closely-held businesses, multi-generational families, and high net worth individuals in a manner which integrates estate, income tax, and financial planning
Handling tax controversy matters before the Internal Revenue Service
Counseling medical groups on dealings with hospital and managed care organizations
EDUCATION:
New York University School of Law
LL.M. (in taxation) 1970
University of Pennsylvania Law School
LL.B. (magna cum laude) 1966
The Wharton School
University of Pennsylvania
B.S. 1963
BAR ADMISSIONS:
States:
New Jersey 1966
New York 1981
Federal:
District of New Jersey
Tax Court
OTHER EXPERIENCE:
American College of Trust and Estate Counsel, Fellow
KCS Energy, Inc. (NYSE), Director: 1998-2005
Constellation Bank, N.A. (formerly National State Bank, Elizabeth, NJ), Director: 1983-1993; Interim President and CEO: 1991
Liberty Hall Foundation, President
Liberty Hall Museum, Trustee
REPRESENTATIVE EXPERIENCE:
Estate planning
Estate administration
Income tax planning
Sales and purchases of businesses
Sales of medical practices
Private foundations
Shareholder, partnership, and limited liability company agreements
Employment agreements
Prenuptial agreements
Tax disputes with the Internal Revenue Service
Will contests
|
page up 