Estate Planning, Health Law, Corporate & Business Law
Awards and Honors:
AV® Preeminent™ Peer Review Rated by Martindale-Hubbell®; Florida Super Lawyers, 2006–present; Florida Trend’s 2004 Top 1.8% of the Best Lawyers in Florida; Who’s Who in American Law, 1991–1998; Who’s Who in America, 1998; Who’s Who in Science and Industry and Law and Leading Lawyers; Tampa Bay Top Lawyers; Named one of the Best Lawyers in Florida by Best Lawyers for 2014
Board of Advisors, Journal of Asset Protection, 1994–1997; Fellow, American Bar Association; National Association of Estate Planners & Councils; President, Pinellas County Estate Planning Council, 1994; Board of Advisors, Notre Dame Tax and Estate Planning Institute; Board of Advisors, Ave Maria Estate Planning Conference; Florida Bar
University of Florida, LL.M., Taxation, 1983
University of Florida, J.D. with honors, 1982
Rollins College, B.A. with distinction, Business Administration and Accounting, 1979
Board Certified Wills, Trusts and Estates Lawyer by the Florida Board of Legal Specialization; Accredited Estate Planner, National Association of Estate Planners & Councils
Author of more than 200 articles in national publications, symposia and law school text books on physician planning, estate tax planning and income tax issues, problems and solutions. Author, Estate Tax Planning in 2011 and 2012, Bloomberg BNA Tax and Accounting; Contributing author, Leimberg Information Services (LISI); Contributing author, 2005 American Law Institute-American Bar Association Practice Checklist Manual on Advising Business Clients; Contributing author, National Association of Estate Planners & Councils Representative Publications: “It’s All in the Math: Financial Mechanisms, Structures and Questions Under the Accountable Care Organization Proposed Regulations,” ABA Health eSource, April 2011 Special Edition; “Accountable Care Organizations Proposed Regulations Reveal Significant Financial Opportunities and Structural Requirements,” ABA Health eSource, April 2011; “After Olmstead: Will a Multiple-member LLC Continue to Have Charging Order Protection?” The Florida Bar Journal, December 2010; “Unconventional Uses of 529 Plans Should Not Be Ignored by Taxpayers and Their Advisors,” BNA Tax & Accounting, March 11, 2010; “Creditor Rights Under Private Annuities and Grantor-Retained Annuity Trusts in Florida,” The Florida Bar Journal, July/August 2009; “Recent Adventures in Florida Tenancy by the Entirety — Important Developments,” Leimberg Information Systems, Inc, June 18, 2009; “Mistakes Doctors Make Managing Their Practices and Investments,” Leimberg Information Systems, Inc., May 20, 2009; “The Estate Planner’s Guide to New Parent F Reorganizations,” Estate Planning Magazine, May 2008.
Co-chairman and Presenter, The Florida Bar’s Annual Physician Representation Seminar; Vice chairman and Presenter, The Florida Bar’s Annual Wealth Conservation Seminar; Presenter, Bloomberg BNA National Webinars.