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Expertise Description

I have more than 35 years experience in the field of Trusts and Estate Law and related Taxation. I am highly knowledgeable in estate planning, federal estate and gift taxation, federal income taxation, future interests, property, trusts and estates, and the wealth transmission process. My publications involve marital deduction, revocable trusts, execution and revocation of wills, life estates and remainders, charitable dispositions, rights of surviving spouse, and will-drafting and planning considerations. I have over 10 years expert witness experience.

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Consulting Experience

My consulting service includes: Estate planning; Federal estate; Gift taxation; Federal income taxation; Future interests; Property; Trust and estates; Wealth transmission process.


J.D.Syracuse University College of Law

Licenses Certifications

Awards & Affiliation

Excellence in Service Award
Albany Law School
Best Professor Award
Loyola Student Bar Association

Primary Affiliation

American Law Institute

Partial List of Consulting Expert Witness Cases