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 USA, Private Wealth Law, 2016-2018 (Band A)
The Best Lawyers in America, trusts and estates, 2005-2020
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
Community Activities
The Barnes Foundation Professional Advisors Council, Member
The Philadelphia Orchestra Planned Giving Advisory Committee
The Philadelphia Zoo, volunteer
Board Memberships
Children's Country Week Association, past Board Member
InterAct Theatre Company (Philadelphia), past Chair; Board Member