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Boca Raton Location
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- Mr. Weinstein focuses his practice in estates, trusts, tax and financial planning and has
written and lectured extensively in these areas. His articles have appeared in the Tax.
Advisor, Taxation for Lawyers, Taxation for Accountants, Management AccoUnting,"c,
Barron's, The Connecticut CPA, and local newspapers. He is the author of the book,
"Family - The Best Tax Shelter & Tax Saving Opportunity of Them All" (published by
Boardroom Books), and co-author of his former firm's book, "Preserving and Transferring Wealth - A Guide to Estate Planning," and he was editorial advisor in estates, trusts, and financial planning for the "CPA Digest." He has appeared on numerous radio and television programs, including three times on "Wall Street Week with Louis Rukeyser," and he has been quoted many times in the Wall Street Journal, Money Magazine, Business Week, USA Today, and other national and local publications. He holds the highest ranking from Martindale-Hubbell law directory and is listed in Who's Who in American Law.
- Florida Bar
- American Bar Association
- United States District Court, Southern and Middle Districts of Florida
- Member: The
American and Florida Institutes of Certified Public Accountants.
- Member: The American and Florida Associations of Attorney-Certified Public Accountants.
- Member and Past President: The Greater Boca Raton Estate Planning Council.
- Past Trustee: Jewish Community Foundation of South Palm Beach County.
- Past Trustee: The Morikami Museum and Japanese Gardens.
- Past Director: The Gold Coast Chapter of the International Association for
Financial Planning. - Member: Planned Gift Committee of The Boca Raton
Community Hospital Foundation.
- Yale University Law School (J.D.)
- Columbia University (M.B.A.)
- Dartmouth (B.A.)
