• Cornell University, B.A., 1990
    • University of Connecticut School of Law, J.D., 1993
    • New York University School of Law, LL.M., 1993
    • New York
    • Connecticut
    • Elected Member, Westport Board of Finance
    • Trustee, The Maritime Aquarium
    • Member, Memorial Sloan-Kettering Trusts and Estates Committee
    • Former Member, The Estate and Gift Tax Committee, Association of the Bar of the City of New York
    • Former Member, The Surrogate’s Court Committee, Association of the Bar of the City of New York
    • Alternative Investment Funds Conference — Dechert LLP, New York, NY (November 29, 2018)
    • Planned Giving Seminar — The Maritime Aquarium, Norwalk, CT (June 14, 2018)

      Speaker, "Planned Giving Seminar, " topics include: Federal and Connecticut Estate Tax; Bequests to Charities; Naming Charities as Beneficiaries of Retirement Plans and Life Insurance Policies; Charitable Remainder Trusts; and Charitable Lead Trusts.
    • Working With Dysfunctional Families When Exercising Discretionary Distribution Authority: How to Have the Difficult Conversation and Put Their Fears to Bed — Delaware Trust Conference, Wilmington, DE (October 27, 2015)

      Speaker, "Working With Dysfunctional Families When Exercising Discretionary Distribution Authority: How to Have the Difficult Conversation and Put Their Fears to Bed" panel was tailored to the needs of: Trust Professionals, Portfolio Managers, Financial Advisors, Attorneys, CPAs, CTFAs, Wealth & Asset Management Services Executives, Executive Trust Officers, Investment Officers, Investment Managers, and Trust Department Managers.