|Wills, Trusts and Estate Planning
Estate and Trust Administration
Estate and Trust Litigation
2201 Ringling Boulevard, Suite 104, Sarasota, Florida 34237
Business Administration degree from the University of Michigan School of Business Administration. Law degree from Wayne State University. Licensed as a Certified Public Accountant in Michigan in 1980 (inactive) and a Florida CPA since 1987. Admitted to the Michigan Bar in 1984 (inactive) and Florida Bar since 1986. Prior to practicing law since 1988, employed by Ernst & Ernst, Peat Marwick (KPMG) and Northern Trust Bank.
Florida Bar Board Certified in Tax Law since 1995 and Wills, Trusts and Estates since 1996. One of only thirty eight of Florida’s one hundred thousand attorneys to be Board Certified in both Tax Law and Wills, Trusts & Estates. Certification is the highest level of evaluation by The Florida Bar of competency and experience within an area of law, and professionalism and ethics in practice, with recertification evaluation every five years.
A Certified Financial Planner ® has met the CFP Board of Standards requirements of education, examination, experience and ethics. The Chartered Financial Consultant (ChFC) is one of the most extensive educational programs required for a financial services credential. The Chartered Life Underwiter (CLU) is the premier credential in the insurance profession. Leadership Sarasota alumnus. Resides in Anna Maria with wife Kathy Morgan.
University of Michigan School of Business Administration – Ann Arbor, Michigan
Wayne State University Law School – Detroit, Michigan
The Florida Bar (525499)
Certified Public Accountant – FL Dept. of Bus. and Prof. Reg. (18735)
Real Estate – FL Dept. of Bus. and Prof. Reg. (3294216)
Life and Variable Annuity – FL Dept. of Financial Services (312942)
Sarasota and Manatee Bar Associations
Florida Bar Trial Lawyers Section
Florida Bar Real Property, Probate and Trust Law Section
Florida Bar Tax Law Section
United States Tax Court
Florida Bar Board Certified – Wills, Trusts & Estates (1996)
Florida Bar Board Certified – Tax Law (1995)
Certified Financial Planner (2010)
Chartered Life Underwriter (1990)
Chartered Financial Consultant (1990)