
Professional Highlights
Professional Activities
Philadelphia Bar Association, past Chair, Probate and Trust Law Section; past member, Executive Committee
American College of Trust and Estate Counsel, Fellow
Trustee of various private client trusts and a private foundation
Recognition & Accomplishments
Chambers High Net Worth, Private Wealth Law (PA), 2016-2023
The Best Lawyers in America, Trusts and Estates (Philadelphia), 2005-2024
AV Peer Review Rating, Martindale-Hubbell
Speaking Engagements
Lecturer on such topics as tax planning and charitable giving; trust and foundation administration; insurance trusts; gifts to lifetime marital trusts; estate, gift, and generation-skipping tax planning; tax planning with disclaimers; and Pennsylvania estate administration
Board Memberships & Community Service
Children's Country Week Association, past Board Member
InterAct Theatre Company (Philadelphia), past Chair; Board Member
The Barnes Foundation Professional Advisors Council, Member
The Philadelphia Orchestra Planned Giving Advisory Committee
The Philadelphia Zoo, volunteer
Related Insights
Credentials
Education
University of Pennsylvania Law School (J.D. 1981)
Smith College (A.B. 1975, cum laude)
Member, Phi Beta Kappa
Admissions
Pennsylvania