Practice Areas
Trusts & Estates, Personal Tax Planning for Individuals, Art Law
Practice Description
Trusts and Estates practice encompasses all aspects of estate planning, including sophisticated planning for entrepreneurs and high-net-worth individuals, both U.S. residents and non-residents.
Education
- B.A., 1969 University of Pennsylvania
- J.D., 1972 Columbia Law School
- LL.M., 1978 New York University School of Law (in Taxation)
Admissions
1973 New York
Affiliations
- The Association of the Bar of the City of New York (Chair, Estate and Gift Taxation Committee, 2007)
- New York State Bar Association
- American Bar Association
- American College of Trust and Estates Counsel (Fellow)
Publications
"Life Settlements: Sale Of Life Insurance Policies In The Open Market," Chapter Nine,
39th Annual Heckerling Institute On Estate Planning, 2005; "Annual Exclusion Amount Increased to $11,000/New York Changes its Principal and Income Act,"
Client Advisory, January 14, 2002; "The Economic Growth and Tax Relief Reconciliation Act of 2001,"
Client Advisory, June 7, 2001
Presentations
Charitable Lead Trusts,
Museum of Modern Art, March 13, 2000 (with Anthony Marshall)