08 August 2013 - Article
State of New York, 2012
State of Connecticut, 1989
Registered Foreign Lawyer in the UK, 2002
’8 things you need to know about Connecticut’s new trust legislation,’ Withers article – December 2019 co-author"
‘Update on Connecticut estate and gift tax exemptions for 2019,’ Withers article - February 2019, co-author
‘How the new federal and Connecticut estate and gift tax exemption could affect your estate plan,’ Withers 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
‘Estate Planning Opportunities in a Low Interest, Rate and Value Environment,’ Withers/Marcum Webinar - June 11, 2020, presenter
‘Connecticut’s New ‘Uniform’ Trust Code,’ Fairfield County Bar Association - February 19, 2020, co-presenter
‘Roundtable Lunch with NYC based wealth advisors (Brown Brothers Harriman, HSBC, J.P. Morgan, and Bernstein),’ Withers office event - January 7, 2020, co-presenter
‘Breakfast Series: Connecticut’s New Trust Legislation,’ Withers office event - October 29, 2019, co-presenter
‘Loss Utilization Planning After the 2017 Tax Act,’ Clear Law Institute - April 2019, co-presenter
‘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.