(Partner) Georgia Super Lawyer 2005, 2006 & 2007 in Estate Planning & Probate. AV Peer Review Rated. Born Akron, Ohio; admitted to bar, 1978, Pennsylvania; 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 - present. Atlanta Tax Forum, Director, 2005 - present. Member: Leadership Atlanta; Atlanta Estate Planning Council; Atlanta Bar Association (Member, Estate Planning & Probate and Tax Sections); 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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