| Admission Details | 1966, Pennsylvania; 1970, Illinois and U.S. Supreme Court |
| Education | Princeton University, A.B.; Yale University, J.D. |
| Additional Bio Details | Phi Beta Kappa. Author (partial list): "Flexible Trusts and Estates for Uncertain Times," ALI-ABA, 3rd ed., 2007; "Planning and Drafting for the Generation-Skipping Transfer Tax," ALI-ABA, 2nd ed. 1994; ""Availability of a Qualified Severance (i) If the Severance Changes Beneficial Interests or Otherwise Coincides with Changes in Beneficial Interests and (ii) If Remainder Dispositions are Outright," 33 ACTEC Journal 94, Fall, 2007; "Transferring Control of Family Businesses with Discounts in Value for Lack of Control," 24 ACTEC Notes 157, Fall 1998; "Prudent Investor Rule, Modern Portfolio Theory, and Private Trusts: Drafting and Administration Including the 'Give-Me-Five' Unitrust," 33 Real Property Probate and Trust Journal 1, Spring 1998; "Limited Partnerships: Some Thoughts and Theories About Key Issues," 23 ACTEC Notes 36, Summer 1997; "Section 2703 and Buy-Sell Agreements: Modifying Grandfathered Agreements and Drafting New Agreements (with Form)," 1 ALI-ABA Estate Planning Course Materials Journal 19, June 1995; "Using Insurance Proceeds Not Included in Insured's Gross Estate to Provide Liquidity," CLU Journal, October 1979; "Whom Do You Trust: Planning, Drafting and Administering Self and Beneficiary - Trusteed Trusts," 20 University of Miami Institute on Estate Planning, 1986. Co-Author: "Drafting Wills and Trust Agreements," Illinois Institute for CLE, 1990. Visiting Adjunct Professor, University of Miami Law School, 1984-1986. Associated with Reed Smith Shaw & McClay, Pittsburgh, Pennsylvania, 1966-1970. |