Attorney Profiles

As Chair of the Surrogate's Court Committee of the Richmond County Bar Association, I have produced, moderated or presented more than thirty programs since 1977, including the following:

Preparation for and Conduct of 1404 Examinations

Powers of Attorney, Living Wills, and Health Care Proxies

Objection to Probate and Trial Advocacy

Trust and Trustees: Special Focus on the Fiduciary

Practical Aspects of Will Drafting and Estate Planning

Probate and Administration

Accounting and Settlement of Estates

Trial of a Will Contest

Developments in Estate Planning, Taxation and Litigation

Basics of Fiduciary Income Taxation for Attorneys

Fundamentals of Will Drafting

Commons Problems in Probate

Living Trusts and other Inter Vivos Documents

Procedures and Pitfalls in Probate and Administration Proceedings

Updates on Amendments to Articles 4 and 5 of the EPTL

Procedures and Pitfalls in Compulsory and Voluntary Accountings

Ethical Issues for the Trusts and Estates Bar

Guidelines for Appointment and Duties of Guardians ad Litem in the Surrogate's Court

Basic Will Drafting and The Client Interview

The Truth About Trusts

Planning for and Avoiding Will Contests

Adoptions and Related Proceedings in Surrogate's Court

Fiduciary and Decedent's Income Taxation; Family Limited Partnerships from the IRS Perspective

Handling the NY Wrongful Death Case

Surrogate's Court Litigation Joinder of Issue to Opening-An Interactive Forum

Estate Planning and Charitable Dispositions; Issues in Administering Charitable Trusts

Areas of Practice

• Estate Planning
• Probate
• Estate and Trust Administration
• Estate and Trust Litigation
• Elder Law
• Medicaid Planning
• Real Estate

Bar Admissions

• New York, 1971
• Connecticut, 1996
• U.S. District Court Southern District of New York, 1976
• U.S. District Court Eastern District of New York, 1976
• U.S. Supreme Court, 1977
• U.S. Tax Court, 1977

Education

• New York University School of Law, New York, New York, 1975
  LL.M.
  Major: Taxation
  
  
• St. John's University School of Law, Jamaica, New York, 1970
  
  
• Wagner College, Staten Island, NY, 1967
  B.S.
  
  

Published Works

• Discharges Under Kendra's Law, New York Law Journal, July 19, 2002
• Medication, Retention, and AOT Treatment in Guardianship Cases, New York Law Journal, September 20, 2002

Representative Cases

• Matter of MB, 773 N.Y.S.2d 206 (Surrogate's Court, Richmond County, New York 2003)
• Matter of Bellows, 480 N.Y.S.2d 925 (Supreme Court, Appellate Division, Second Department, New York 1984)

Classes/Seminars Taught

• Surrogate's Court Seminars, Richmond County Bar Association, 1976 - Present

Professional Associations and Memberships

• Richmond County Bar Association, 1976 - Present
  Chair, Surrogate's Court Committee
  
  

Past Employment Positions

• Citibank, NA, Senior Trust Officer, 1970 - 1976

Fraternities/Sororities

• Alpha Phi Omega
• Delta Theta Phi

Birth Information

• February 11, 1945, Staten Island, New York