Experience

ESTATE PLANNING AND PROBATE PRACTICE
Review and draft estate planning documents; estate administration and litigation; advise clients in connection with trust and estate administration and post-mortem tax planning; advise clients in connection with lifetime gifting; medicaid planning.

TAX MATTERS
Represent clients in connection with federal and state income, business, estate and gift tax audits. Negotiate installment agreements and offers-in-compromise of tax liabilities. Prepare private letter rulings.

CORPORATE MATTERS
Review, structure and preparation of documents in connection with limited liability companies, private foundations and charitable trusts.

OTHER MATTERS
Review and prepare prenuptial agreements and separation agreements; real estate matters; legal research and advise clients in connection with IRAs, qualified and non-qualified retirement plan requirements and welfare benefit plans.

Education

LONG ISLAND UNIVERSITY, C.W. POST CAMPUS
School of Business
M.S. Accounting - June 1997

BOSTON UNIVERSITY SCHOOL OF LAW
Graduate Tax Program
LLM Taxation - May 1993

TOURO COLLEGE, Jacob D. Fuchsberg Law Center
JD - May 1992
Honors: Research Editor, Journal of the Suffolk Academy of Law Academic Excellence Award, Estate and Gift Taxation

THE COLORADO COLLEGE
BA Business Economics - June 1987

Licensure

New York - June 1993
Massachusetts - February 1993
Connecticut - June 1998

Bar Association Memberships

American Bar Association
NYS Bar Association