Attorneys

History

Classes/Seminars Taught:

October 2008; June 2008;
November 2007 Delaware County Register of Wills Public Forums - Panel Member (Series of public service presentations related to wills, trusts and estate planning)

November 2006 Delaware County Bar Association - Speaker - Provisions of the Pennsylvania Uniform Trust Act

July 2006 Pennsylvania Bar Institute - Panel Member - Statewide Seminar - Litigating in Orphans- Court

June 2006 Delaware County Bench Bar Conference - Speaker - Updates in the Law of Estates, Trusts and Taxation

June 2004 Delaware County Bench Bar Conference - Speaker - Updates in the Law of Estates, Trusts and Taxation

June 2003 Delaware County Bench Bar Conference - Speaker - Updates in the Law of Estates, Trusts and Taxation

October 2002 Delaware County Bar Association - Speaker - Issues in the Settlement of Wrongful Death and Survival Actions

July 2002 Delaware County Bar Association - Speaker - Fiduciaries Commissions and Counsel Fees in Estates and Trusts

September 2001 Delaware County Estate Planning Council - Speaker - Impact of the Economic Growth and Tax Relief Reconciliation Act of 2001

June 2001 Delaware County Bench Bar Conference - Speaker - Updates in the Law of Estates, Trusts and Taxation

May 2001 Pennsylvania Bar Institute - Faculty Member - Statewide Seminar - Drafting Estate Planning Documents

May 1999 Pennsylvania Bar Institute - Faculty Member - Statewide Seminar - Drafting Estate Planning Documents

June 1998 Delaware County Bench Bar Conference - Speaker - Updates in the Law of Estates, Trusts and Taxation.

October 1997 Pennsylvania Bar Institute - Panel Member - Statewide Seminar - Litigating in Orphans' Court

November 1996 Delaware County Estate Planning Council Workshop Seminar - Update in the Law - Recent Issues in Estate Planning and Administration

October 1996 Delaware County Bar Association - Panel Member - CLE Seminar - Issues in Litigating and Settling Wrongful Death and Survival Actions

October 1996 Pennsylvania Bar Institute - Faculty Member - Statewide Seminar - Drafting Estate Planning Documents

July 1996 Delaware County Bar Association -Speaker -
Updates in the Law of Estates, Trusts and Taxation

June 1996 Delaware County Bench Bar Conference - Speaker
Updates in the law of Estates, Trusts and Taxation

November 1995 Delaware County Estate Planning Council Workshop Seminar -
Moderator - The Marital Deduction, QTIP Trusts, QDOTs and related issues.

November 1994 Delaware County Bar Association - Moderator/Panel Member
Long term health and financial planning and the impact of Pa. Acts 48 and 49 of 1994

November 1994 Delaware County Estate Planning Council - Workshop Seminar - Moderator Use of GRATS in the family owned corporation; the impact of OBRA 1993 and Pa. Acts 48 and 49 (Medical assistance and inheritance tax changes) upon estate planning.

April 1994 and
October 1994 Pennsylvania Bar Institute - Faculty Member, Statewide Seminar - Drafting Estate Planning Documents

June 1993 Delaware County Bench Bar Conference - Speaker - Update in the law of Estates, Trusts and Taxation

March 1993 Pennsylvania Bar Institute - Faculty Member - Statewide Seminar -
Drafting Marital Deduction Clauses

February 1993 Pennsylvania Bar Institute - Program Moderator - Ethical Issues for Estate Attorneys

November 1992 Delaware County Bar Association - Panel Member - Ethical Considerations in the Practice of Law (estate portion of seminar used in the development of its 1993 ethics course by the Delaware Law School of Widener University)

June 1992 Delaware County Bench Bar Conference - Program Moderator - Estate, Financial and Retirement Planning for Attorneys

1991/1992 Peoples Law School - Faculty Member (Series of community outreach legal education seminars at numerous communities throughout the suburban Philadelphia area) sponsored by the Delaware County Bar Association and the Pennsylvania Trial Lawyers' Association

November 1991 Delaware County Bar Association - Speaker - Young Lawyers' Section -
Estate Planning Seminar

June 1991 Merrill, Lynch, Pierce, Fenner and Smith - Speaker - Estate and Financial Planning

April 1991 Pennsylvania Bar Institute - Faculty Member - Statewide Seminar - Drafting Estate Planning Documents

June 1990 Delaware County Bench Bar Conference - Program Moderator - Inter Professional Communications

February 1990 New England Life Insurance Company - Speaker - Philadelphia Agents' Meeting

September 1989 American Lung Association - Speaker Estate Planning and Charitable Giving

1984 - 1989 Pennsylvania State Employees - Speaker - Annual talk to retiring Pennsylvania State employees


Professional Associations and Memberships:

Fellow American College of Trust and Estate Counsel - 1999 to present

Philadelphia Metropolitan Five County Coordinating Committee
(Delaware County Representative - 1994 to 2002)

Delaware County Civil Justice Advisory Committee - 1999-2001

Delaware County Estate Planning Council - 1980 to present
(Executive Board 1984 - 1999; 2008 - present; President 1990-1991)

Delaware County Bar Association - 1980 to present
Board of Directors (1992- 1994; 2005 - 2007)
Orphans' Court Rules Committee (Chairman 1987-1989; 1996-2000;
Co-Chair 2001-2002)
Orphans' Court Education Committee (Chairman 1989-1997; 2002)

Delaware County Attorney-CPA Forum 1980 - 1996

Montgomery County Bar Association 1978-1980

Delta Theta Phi, Legal Fraternity (Daniel Wolcott Scholarship Keys 1975-1976)

Pennsylvania and American Bar Associations (Real Property and Probate Law Sections)

Recognitions:

Martindale Hubbell AV Rating

Best Lawyers In America 2001 -

Pennsylvania Super Lawyers 2005 -

Fraternities/Sororities:

Delta Sigma Phi
Delta Theta Phi