• Advises numerous families in regard to wealth transfer strategies, including the creation of Charitable Remainder Trusts, Private Foundations, Grantor Retained Annuity Trusts, Irrevocable Life Insurance Trusts, Limited Partnerships, and Qualified Personal Residence Trusts.
• Represents numerous entities with various real estate projects including the feasibility of projects, as well as financing and governance issues.
• Acts as General Counsel to major center city law firm.
• Serves as Executor and Trustee for numerous families.
• Negotiates and resolves disputes between family members of complex Estates with significant assets.
• Created and structured a Limited Partnership for the purchase of valuable real estate providing significant Estate Tax savings.
• Successfully assisted business owner with the sale of multi-million dollar business.
• Evaluates start-up entities for strengths, weaknesses, opportunities, and threats.
• Successfully represented physician practice in an IRS audit.
• Successfully represented a restaurant owner in a Pennsylvania sales and income tax audit.
• Assists families in obtaining Guardianship over declining family members.
• Advocated on behalf of Executor and Estate against the disinherited beneficiary.
• Assisted non-profit entity in its initial set-up and with its corporate governance issues.

Memberships

• Chester County Bar Association
• Pennsylvania Bar Association
• Chester County Estate Planning Council, Past President
• West Chester Chamber of Commerce, Past Board Member and Treasurer
• Chester County Bar Foundation

Videos

• Pennsylvania
• New Jersey
• United States Supreme Court

• Georgetown University Law Center, LL.M. in Taxation
• The George Washington University National Law Center, With Honors
• Drexel University, Finance and Accounting

AWARDS