
Estate planning, tax, and probate attorney, with IRS experience and masters in law (LLM).
Miami/Fort Lauderdale Area

Estate planning, tax, and probate attorney, with IRS experience and masters in law (LLM).
Miami/Fort Lauderdale Area
I am a solo practitioner located in Fort Lauderdale, Florida, but am able to meet clients throughout the South Florida area, and depending on the circumstances, throughout the state. My practice is dedicated solely to estate planning and administration, tax planning, and asset protection.
My prior work experience was with the Internal Revenue Service in Washington, DC, where I drafted regulations, revenue rulings, revenue procedures, and private letter rulings. In addition, I have worked in a large South Florida firm, where I drafted numerous, wills, trusts, family limited partnerships, and other estate planning documents.
I believe that in the coming years that clients are going to expect their attorneys to provide them with legal services better, faster, and cheaper, and that the proper use of technology in the law office is the best way to serve our clients.
Estate Planning, Probate, Retirement Planning, Asset Protection, Tax Planning, Charitable Planning
(Law Practice industry)
February 2009 — Present (10 months)
My practice is dedicated solely to estate planning and administration, tax planning, and asset protection. As a solo practitioner, I can provide my clients with a high quality of service, and personalized attention. Because my overhead is less than a large firm, I can provide these services to my clients at a lower cost than larger firms.
(Privately Held; Law Practice industry)
May 2006 — February 2009 (2 years 10 months)
Trust and Estates attorney.
(Government Agency; Government Administration industry)
1998 — 2005 (7 years )
While at the IRS, I worked in the office of Passthroughs and Special Industries. There, I drafted private letter rulings, revenue rulings, regulations, and revenue procedures concerning the income taxation of partnerships, S corporations, and trusts. I drafted Notices and other legal documents aiding in the IRS's crackdown on illegal and abusive tax shelters.
LLM , Estate Planning , 2005 — 2006
JD , Law , 1995 — 1998
BA , Politics, American Studies , 1991 — 1995
High School Diploma , 1988 — 1991
Technology, Macs, Travel, Photography, Writing, Blogging, Food and Wine, Sushi, Social Media
American Bar Association
BNI Broward Executives Chapter
Broward County Bar Associations
IRS Chief Counsel Team Award