United States District Court, Southern and Middle Districts of Florida
Connecticut Bar
AV Preeminent Rating by Martindale-Hubbell, indicates highest possible rating in both legal ability and ethical standards
Listed in Who's Who in American Law
Articles Published in Tax Advisor, Taxation for Lawyers, Taxation for Accountants, Management AccoUnting, Barron's, The Connecticut CPA, and local newspapers
Quoted as Expert Source in Wall Street Journal, Money Magazine, Business Week, USA Today, and other national and local publications
"Wall Street Week with Louis Rukeyser" Panelist (3 times)
The Best Tax Shelter & Tax Saving Opportunity of Them All, Author
Preserving and Transferring Wealth - A Guide to Estate Planning, Co-Author
CPA Digest, Editorial Advisor (Estates, Trusts, and Financial Planning)
American and Florida Institutes of Certified Public Accountants
American and Florida Associations of Attorney-Certified Public Accountants
Greater Boca Raton Estate Planning Council, Member and Past President
Gold Coast Chapter of the International Association for Financial Planning, Past Director
Areas of Practice
Areas of Practice
Wills, Trusts and Estate Planning
Tax and Financial Planning
Bar Admissions
Bar Admissions
Florida Bar
American Bar Association
United States District Court, Southern and Middle Districts of Florida
Connecticut Bar
Honors
Honors
AV Preeminent Rating by Martindale-Hubbell, indicates highest possible rating in both legal ability and ethical standards
Listed in Who's Who in American Law
In The News
In The News
Articles Published in Tax Advisor, Taxation for Lawyers, Taxation for Accountants, Management AccoUnting, Barron's, The Connecticut CPA, and local newspapers
Quoted as Expert Source in Wall Street Journal, Money Magazine, Business Week, USA Today, and other national and local publications
"Wall Street Week with Louis Rukeyser" Panelist (3 times)
Publications
Publications
The Best Tax Shelter & Tax Saving Opportunity of Them All, Author
Preserving and Transferring Wealth - A Guide to Estate Planning, Co-Author
CPA Digest, Editorial Advisor (Estates, Trusts, and Financial Planning)
Professional Memberships
Professional Memberships
American and Florida Institutes of Certified Public Accountants
American and Florida Associations of Attorney-Certified Public Accountants
Greater Boca Raton Estate Planning Council, Member and Past President
Gold Coast Chapter of the International Association for Financial Planning, Past Director
