Publications
["\"Stock Dividends and Section 305: Realization and the Constitution\", Duke Law, Vol. 1971, No. 6, 1972", "Westchester Bar Journal (Contributing Editor/Author), Westchester County Bar Association, January, 1976", "\"Tax Tidbits\", Westchester Bar Journal, 1977-1999", "\"Estate Litigation Tidbits\", Westchester Bar Journal, 1999-present", "\"Discovery Under the Surrogate's Court Procedure Act\", New York State Bar Journal and Westchester Bar Journal, 1994", "Estate Litigation Course Book (Contributing Co-Author), New York State Bar Association Committee on Continuing Legal Education, 2002", "\"Surrogate's Court Discovery: Recent Cases Illustrate Changes Under Provisions of SCPA\", New York State Bar Journal, 2004", "\"Article 15: Short Form Power of Attorney - A Valuable Tool\", Westchester County Bar Association Newsletter, December, 2005", "New Durable Statutory Power of Attorney Form Enacted with Major Changes Effective September 1, 2009, Westchester County Bar Association Newsletter", "5 Reasons Why We Fell in Love With The Durable Statutory Short Form Power of Attorney and Statutory Major Gifts Rider From, Co-Author, Westchester County Bar Association Newsletter, 2009"]
Associations
Westchester County Bar Association (Past President) | Westchester County Bar Foundation (Past Secretary) | Westchester County Bar Association, 2004 - 2007 (Chairman, Trust & Estate Section & Past Chairman, Tax Section) | Westchester County Bar Association (Elder Law Committee) | New York State Bar Association (Member, Business Law; Commercial & Federal Litigation; Elder Law) | New York State Bar Association (Member, Tax; Trusts & Estates Law) | New York State Bar Association, 1994 - Present (Executive Committee, Trusts & Estates Law Section) | New York State Bar Association, 1995 - Present (Vice Chair, Estate Litigation Committee; Trusts & Estates Law Section) | New York State Bar Association, 1995 - 2013 (Elder Law Section) | New York State Bar Association, 2004 - 2013 (Vice Chair, Litigation Committee, Elder Law Section) | New York State Bar Foundation (Past Fellow) | New York State Bar Association, 1995 - 1998 (House of Delegates, Delegate) | Greenwich Bar Association (Member, Litigation, Real Property, Probate and Trust Law, Taxation) | Connecticut Bar Association (Member, , Litigation, Real Property, Probate and Trust Law, Taxation) | American Bar Association (Member, Litigation; Real Property; Probate & Trusts; Taxation) | Westchester Women's Bar Association, 1994 - Present (Member) | YMCA of Central and Northern Westchester, 2002 - 2008 (Board of Directors) | United States Tennis Association/Eastern Section, Inc./Junior Tennis Foundation (Board of Directors) | Estate Planning Council of Westchester, 1972 - 1975 (Director) | Estate Planning Council of Westchester, 1990 - 1993 (Member) | Westchester Conservatory of Music (Board of Directors Member, 2011 - Present)
Speaking
Accounting & Income Tax Management for Small Estates, New York State Bar Association Speaker CLE Program October 22, 1976 and November 5, 1976 | Estate Probate & Administration for Estates up to $500,000, New York State Bar Association Speaker CLE Program, 1978 | Estate & Gift Taxation of Estates up to $500,000, New York State Bar Association Speaker CLE Program, 1979 | Estate Planning and Will Drafting, New York State Bar Association Speaker CLE Program, 1990 | Administration of Decedent's Estate and Related Surrogate's Court Proceedings, Moderator, New York State Bar Association Speaker CLE Program, 1991 | Practical Skills for Paralegals and Legal Assistants, New York State Bar Association Speaker CLE Program, 1992 | Fiduciary Income Taxation, Moderator, New York State Bar Association Speaker CLE Program, 1992 | Practical Skills Probate and Administration of Estates, New York State Bar Association Speaker CLE Program, 1992 | The Use of Trusts in Planning for the Elderly, New York State Bar Association Speaker CLE Program, 1992 | Basic Changes and New Direction in New York Trusts and Estate Practice, Chair, New York State Bar Association Speaker CLE Program, 1992 | Settling an Estate, Moderator, New York State Bar Association Speaker CLE Program, 1993 | Practical Skills Estate Planning and Will Drafting, Chair, New York State Bar Association Speaker CLE Program, 1993 | Practical Skills Probate and Administration of Estates, New York State Bar Association Speaker CLE Program, 1994 | Advanced Estate Planning, Chair, New York State Bar Association Speaker CLE Program, 1998 | Practical Skills Estate Planning and Will Drafting, Chair, New York State Bar Association Speaker CLE Program, 2001 | Hot Topics in Trusts and Estates Practice, Chair and Moderator, New York State Bar Association Speaker CLE Program, 2004 | What Every Accountant Should Know About Elder Law, Medicaid, Wills and Trusts and the Rules of Each Which Are Often Times Contrary, Westchester County Bar Association Speaker CLE Program, 2005 | The New Medicaid Law: Life (Elsewhere in the Elder Law Practice) Goes On... Drafting Powers of Attorney (after Ferrara), New York State Bar Association Speaker CLE Program, 2006 | Will and Trust Planning: Federal & State Estate Tax Changes, Westchester County Bar Association Speaker CLE Program, 2006 | Discovery & Turnover Proceedings by a Guardian or Other Fiduciary Under MHL Section 81.43 and SCPA 2103, Moderator, Westchester County Bar Association Speaker CLE Program, 2007 | Will Contests Including Preparation and Taking the Deposition and SCPA 1404 Witnesses, Westchester County Bar Association Speaker CLE Program, 2007 | How to Avoid Conflicts with Your Children, Sterling Glen Nursing Home Speaker, 2007 | How to Win in Surrogate's Court Through CPLR Pre-Hearing Discovery, Westchester Bar County Bar Association Speaker CLE Program, 2008 | Ethical Issues in Estates and Trusts Litigation, Westchester County Bar Association Speaker CLE Program, 2009 | Everything You Wanted to Know About Planning for the Middle Class (But Were to Afraid to Ask), New York State Bar Association Speaker CLE, 2005 | Powers of Attorney, Moderator, Westchester County Bar Association Speaker CLE, February 2010 | Drafting Skills to Avoid Litigations, Pace Law School Speaker CLE, April 2010 | Powers of Attorney: Practice and Litigation, 2012 - New York State Bar Association Speaker | How to Avoid Malpractice Suits Against Trusts and Estates Attorneys: Ramifications of Schneider, 2012 - Westchester County Bar Association Speaker | Fiduciary Responsibilities: The Role of Executors And Trustees And Judicial Remedies, Westchester County Bar Association Speaker CLE Program June 24, 2015 | Winning a Will Contest, New York State Bar Association Speaker CLE Program Webcast, Fall, 2015 | Will Contests From Pre-SCPA 1404 Discovery to Trial-Alpha to Omega, Westchester County Bar Association, Speaker CLE Program, June, 2016