08 August 2013 - Article
State of New York, 2012
State of Connecticut, 1989
Registered Foreign Lawyer in the UK, 2002
‘How the new federal and Connecticut estate and gift tax exemption could affect your estate plan,’ article - January 2018, co-author
‘How the new federal and New York estate tax exemption could affect your estate plan,’ Withers article - January 2018, co-author
‘LexisNexis Practice Guide: Connecticut Probate and Estate Administration,’ 2017 Edition, co-author
Webinar presentation on "Estate and Income Tax Planning Implications in the Divided States of America After the DOMA Ruling," Trusts & Estates Magazine, July 2013. Click here to view the webinar at on24.com.
American Bar Association
‘Update: The Tax Cuts and Jobs Acts of 2017: What Tax and Wealth Management Professionals Need to Know Now,’ Clear Law Institute Webinar - November 2018, co-presenter
‘The New Tax Law: What Estate Planners and Wealth Professionals Should Know,’ Trusts & Estates Webinar - January 2018, presenter
‘The Tax Cuts and Jobs Act - How estate planners and wealth management professionals can prepare for year-end and beyond,’ Trusts & Estates Webinar - November 2017, presenter
‘The Unified Framework on Tax Reform - What Estate and Wealth Planning Professionals Need to Know,’ Webinar - October 2017, presenter
‘Estate and Income Tax Planning Implications in the Divided States of America After the DOMA Ruling’, Trusts & Estates Magazine - July 2013, webinar. Click here to view the webinar at on24.com.