(Partner) Georgia Super Lawyer 2005, 2006, 2007, 2008, 2009 & 2010 in Estate Planning & Probate. Georgia Trend's Legal Elite 2008 and 2009, The Best Lawyers in Georgia, Taxes, Estates & Trusts Category. AV Peer Review Rated. Born Akron, Ohio; admitted to bar, 1978, Pennsylvania (inactive); 1982, Georgia. Education: Wharton School, University of Pennsylvania (B.S., M.S.); Temple University (J.D., 1978). CPA; Personal Financial Specialist: AICPA accreditation; Accredited Estate Planner, National Association of Estate Planners and Councils, 1995 - present. American Association of Attorney-CPAs, President, 2002 - 2003, Board Member, 1986 - present, and Chair, Estate Planning Committee, 2003 - 2007. Atlanta Tax Forum, President, 2009-2010 Past President, Director, 2005 - present; Member: Leadership Atlanta; Atlanta Estate Planning Council; Atlanta Bar Association (Secretary-Treasurer 2010-2011; Board of Directors, Tax Section, 2009 - 2011; Member, Estate Planning & Probate Section); State Bar of Georgia (Member, Fiduciary Law Section); American Bar Association (Member, Probate & Real Property and Tax Sections.)
PRACTICE AREAS: Estate Planning, Wills & Trusts, Probate & Estate Administration, Tax Planning, Tax Return Preparation & IRS Representation, Business Planning & Business Law and Incapacity Planning.
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