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Professional Memberships:
American College of Trusts and Estate Counsel
The International Academy of Estate and Trust Law
Cincinnati Bar Association
Cincinnati Estate Planning Council
Ohio State Bar Association
Admitted to Practice:
State of Ohio (1977)
Commonwealth of Kentucky (1999)
U.S. District Court, Southern District of Ohio (1978)
U.S. Court of Appeals, Sixth Circuit (1988)
Education:
J.D., University of Cincinnati (1977)
B.A., Colorado College (1970)
Certifications and Professional
Affiliations:
Certified by the Ohio State Bar Association as a Specialist
in Estate Planning, Trusts and Probate Law
Cincinnati Bar Association Advanced Estate Planning Institute Committee
Awards and Honors:
Listed in The Best Lawyers in America published
by Woodward/White
Recognized as one of Ohio’s
Super Lawyers by Law and Politics in conjunction
with Cincinnati Magazine
Martindale-Hubbell AV Rated
Professional Publications:
US Estate Tax—A Killer, Charter Magazine,
February, 1996
United States Estate and Gift Tax—An Overview
for the International Executive, 2011 download now
Trust and Estate Planning Considerations When Advising
Canadians Living in the United States, CCH Financial
and Estate Planning, May 2004
Drafting Revocable Trusts which Have Non-Citizen Beneficiaries,
Probate Law Journal of Ohio, August, 2006
Confronting the New Expatriation Tax: Advice for the Green Card Holder, Journal of the American College of Trust and Estate Counsel, Volume 35, No. 3, Winter, 2009 (co-authored with Michael J. Stegman) download now
Community Activities:
Board—Queen City Foundation
Leadership Cincinnati Class XXVI—2003
Board - Children's Home Cincinnati
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