Selected Publications
- Developer and editor, Tax, Estate, and Lifetime Planning for Minors, ABA Real Property, Probate & Trust Law Section and ABA General Practice, Solo & Small Firm Division, First edition, May 2006
- Second edition, work in progress
- Author, “Have your cake and eat it too? The availability of the marital deduction or credit for the estate of a closely held business owner with Canadian connections” (Publication title: “Have your cake and eat it?”), STEP Journal, November 2015
- Author, “Lions, Tigers and Taxable Transfers: Oh My!: Unexpected gift tax consequences for the nonresident joint owner of real estate” (publication title: “Gift Tax Consequences for Real Estate Owners”), The Legal Intelligencer, Wealth Management/Trusts & Estates Special Section, Feb. 2015
- Author, “The Federal Estate Tax Lien and Nonresident Decedents: What’s a statutory executor to do?,” Trusts & Estates, November 2014
- Author, “The Orphans’ Court Practitioner’s Dilemma of Whether to File Exceptions,” Pennsylvania Real Property, Probate and Trust Law Newsletter, Fall 1995, reprinted in Pennsylvania Bar News, October 27, 1997, cited by the Appellate Court and Orphans’ Court Procedural Rules Committees of the Pennsylvania Supreme Court in 29 Pennsylvania Bulletin 2766, May 29, 1999
- Author, “The Right of Abortion in Surrogate Motherhood Arrangements,” 7 Northern Illinois University Law Review 1-39 (Winter 1987)
Selected Presentations & Seminars
- Invited panelist, “Game of Thrones: Jousting For Power In The Family Enterprises-The Planning and Litigation of Closely Held Corporations,” ABA Section of International Law 2015 Fall Meeting, October 22, 2015
- Speaker, “Flash Topic: Transfer Certificate Process,” International Private Client Committee, ABA Section of International Law, February 27, 2015
- Speaker and author, “Dying Abroad With United States Assets,” Bryn Mawr Trust Company CLE Breakfast Seminar, September 10, 2014
- Panelist, “Dying Abroad With United States Assets” (part of international tax panel presentations), Tax Committee, Philadelphia Bar Association Probate and Trust Law Section, June 24, 2014
- Invited speaker, “Tax Strategies for Education,” Montgomery County Estate Planning Council, January 28, 2002
- Invited speaker, “Tax Strategies for Education,” The Richard Stockton College of New Jersey, Continuing Professional Education For Accountants, November 2, 2001
- Course developer, author and speaker, “Tax Strategies For Education,” Neumann College, Division of Continuing Adult and Professional Studies, June 14, 2001 (encore presentation); November 10, 2000
- Speaker and author, “Tax Planning for Education,” Pennsylvania Bar Association Real Property, Probate and Trust Law Section Spring Retreat, March 23, 2001
- Speaker, “Qualified State Tuition Programs,” Montgomery Bar Association, March 15, 2001
- Course developer, author and instructor, “Estate and Tax Planning for Minors,” Center for Professional Education, Inc., Summer & Fall 2001; Summer & Fall 2000
- Speaker, “Tax Planning for Education,” Seventh Annual Estate Law Institute, Pennsylvania Bar Institute, October 19, 2000
- Co-speaker, “Living Wills and Powers of Attorney, Legal & Medical Considerations,” Penn Partners In Healthy Living, Institute Of Aging, University of Pennsylvania Health System, September 15, 2000 (encore presentation); March 16 & 23, 2000
- Invited speaker, “Planning for Incapacity: Living Wills, Medical & Financial Powers of Attorney,” Delaware Valley Society Institute of Certified Financial Planners, September 1999
- Invited speaker, “Living Wills and Medical Powers of Attorney,” Lunch and Learn Series, Chester County Bar Association, November 1998
- Course planner, panelist and author, “Living Wills and Medical Powers of Attorney: An Interdisciplinary Approach,” Philadelphia Bar Association, October 1998
- Invited speaker, “Appellate Practice for the Orphans’ Court Practitioner,” Lunch and Learn Series, Chester County Bar Association, November 1996
- Speaker and author, “Appellate Practice for the Orphans’ Court Practitioner,” Third Annual Estate Law Institute, Pennsylvania Bar Institute
- Course planner, co-author and panelist, “Appellate Practice for the Orphans’ Court Practitioner,” Philadelphia Bar Association, October 1996