State of Virginia, 1976
State of California, 2006
University of Maryland, M.A.
University of Maryland, with high honors, Phi Kappa Sigma, Phi Beta Kappa, B.A.
University of Richmond School of Law, Gold Medal Recipient for Best Student in Graduating Class, Phi Alpha Delta, Omicron Delta Kappa, J.D.
Bloomberg/BNA Estates, Gifts & Trusts Advisory Board
American Bar Association, Current Chair of the Chapter 14 Subcommittee of the Estate and Gift Taxes Committee of the ABA Section of Taxation
Emeritus member of the Board of Regents of the American College of Trust and Estate Counsel (ACTEC)
Former President of the American College of Trust and Estate Counsel (ACTEC)
American College of Trust and Estate Counsel (ACTEC) Fellow
Academician and Vice President of the International Academy of Estate and Trust Law
Heckerling Institute on Estate Planning, Advisory Committee
Rancho Santa Fe Foundation, Board of Directors & Professional Advisors Council Chair
American College of Employee Benefits Counsel, Charter Fellow
American Bar Foundation, Fellow
Virginia Law Foundation, Fellow
Virginia State Bar
- Year joined: 2014