Education:
Pfeiffer College - B.A., 1978
Tulane University of Louisiana - M.B.A., 1981; J.D. 1984; Board Certified Tax Law Specialist, Estate Planning and Administration Specialist - Louisiana Board of Legal Specialization
Experience:
Admitted to the bar, 1984, Louisiana; U.S. District Court, Eastern District of Louisiana; U.S. Court of Appeals, Fifth Circuit
Board Certified, Taxation, Estate Planning and Administration - Louisiana Board of Tax Specialization
Frequent guest speaker at various civic, financial aid and continuing legal education seminars
Membership:
Louisiana State Bar Association
New Orleans Estate Planning Council
Accolades:
Selected as a "Louisiana Super Lawyer" for 2007, 2008 and 2010.
Published Works:
- Stretch IRAs
- Qualified Personal Residence Trust
- Protecting Life Insurance from Estate Taxes
- Independent Administration of Estates
- Estate Planning for Incapacity
- Update on Forced Heirship
- How Often Should Your Estate Plan be Reviewed?
- The New Estate & Gift Tax Law
- Reducing Taxes with Charitable Remainder Trusts
- Business Buy-Sell Agreements