Current Position – Private Practice of Law
Concentrating practice in the areas of Estate and Business Planning.
Adjunct Professor at John Marshall Law School– Wills, Trusts, and Estates
October 2000 to December 31, 2006- Axa Financial Group-Senior Consulting Attorney
Provides technical, legal, and sales assistance to financial professionals in Estate, Charitable, Business and other advanced market concepts. Responsibilities include: facilitating the support of these professionals by analyzing the financial and personal data of their clients and designing cases to meet their personal, business and or professional needs, objectives and or goals. When suitable Axa Products are viewed as a solution to issues uncovered in these areas.
It is necessary to constantly monitor tax and other legal developments as factual and legislative changes affect advanced markets planning.
Duties include consultation through teleconferences or in point-to-point meetings with representatives, their clients and their professional advisors. Preparation and presentation of PowerPoint Seminars in all of the above described areas.
Assisted in the development of a marketing strategy in the Charitable Gift Giving area, a multi-billion dollar market. Implementation of this strategy included the development of seminars covering a wide range of areas from basic concepts to more technical areas in estate, business, and retirement planning, as well as creating a Charitable Selling System Booklet/Manual to be used by advanced markets, brochures and discs that can be used in distribution and illustration for public use.
Prior Professional Experience
Private Practice of Law (1986-2000): Concentrated practice in the areas of Estate and Business Planning.
U.S. Dept. of Justice (1979-1986): Trial Attorney based in Washington, D.C. Prosecuted white collar crime cases. In 1986 won the Outstanding Attorney Award from my division in the Tax Section of the Dept. of Justice.
Internal Revenue Service (1969-1972): Estate Tax Attorney in the Miami, Florida and Sarasota, Florida Office.
- L.L.M., Taxation, University of Miami, Coral Gables, Florida
- J.D., University of Florida
- B.A., Case Western Reserve University, Cleveland, Ohio
- Series 7 Registration Securities License
- Member- State Bar of Georgia
- Member – State Bar of Florida
- Member- State Bar of Maryland