Co-chairs firm's private wealth services group. Concentrates on planning and controversy matters involving estate, gift, and generation-skipping transfer taxes; income taxation of trusts and estates; rules regarding tax-exempt organizations and charitable contributions, and related issues.
American College of Tax Counsel. American Bar Foundation. The International Academy of Estate and Trust Law. Past president, The American College of Trust and Estate Counsel. Member and past vice chair, American Bar Association Section of Taxation
Has contributed to formation of estate tax policy through legislation since 1976. Served in U.S. Navy from 1970-73, achieving rank of lieutenant.