Awards
Best Lawyers in America - Atlanta Metro- Trusts and Estates Law. 2013-2019 | Atlanta's Five Star Wealth Manager, Best in Client Satisfaction (2008 - 2016) | Five Star Professional | Highest Legal Ability & Ethical Standards rating (AV) and rate 5.0 on the new 5.0 scale (1996 - 2021) | Highest lawyer ratings in Experience, Industry Recognition & Professional Conduct (Rated 10 out of 10 - Superb) (2009 - 2021) | Selected for inclusion in Super Lawyers Georgia, 2013-2021 | President- Estate Planning & Probate Section, Atlanta Bar Association (2001 - 2002) | Member, Executive Committee of the Fiduciary Law Section of the Georgia Bar Association (2012 - present) | President - Taxation Section, State Bar of Georgia (1999 - 2000) | President - Estate Planning Council of North Georgia (1997) | Member of the Atlanta Bar Association (1994 - 2021) | Member & Steering Committee Member, Philanthropic Advisor Leadership Institute (2007 - 2019) | Legislative Committee - Fiduciary Law Section, State Bar of Georgia (2001 - present) | Member, Taxation Section, Atlanta Bar Association (1990s - 2019) | Graduate - Philanthropic Advisor Leadership Institute (2007) | Member, International Academy of Collaborative Professionals (IACP) (2010 - 2021) | Board Member - North Atlanta Tax Council (1998) | Member, GA Trust Code Revision Sub-Committee of the Legislative Committee of the Fiduciary Section of the State Bar of GA (2015 -2021) | President - Taxation Section, Atlanta Bar Association (1996) | Member of the American Bar Association (1994 - 2010) | Member, Estate Planning & Probate Section, Atlanta Bar Association (founding Bd. Member in late 1990s - 2021) | Partnership Committee - Business Law Section, State Bar of Georgia (1997 - 2016) | Member, Taxation & Fiduciary Law Sections, Georgia Bar Association (1980s - 2021) | Graduate- Leadership North Fulton (2007) | Member, Collaborative Law Institute Of Georgia (CLIG) (2010 - 2021) | Board Member - Financial Planning Association (2002) | Fellow, The American Collette of Trust & Estate Council (ACTEC) (2014 - 2021) | President - Georgia Planned Giving Council (1998) | Member of State Bar of Georgia (1987 - 2021) | Member - CEO Roundtable, Cobb County Chamber of Commerce (1989) | Member- Atlanta Estate Planning Council (1996 - 2021) | Member, North Fulton Bar Association (2006 - 2011) | Georgia ElderCare Network (founding member, 2005 - 2013) | Member of Board of Directors & Chair of Civil Collaborative, Collaborative Law Institute of Georgia (CLIG)(2011 - 2012)
Associations
The American College of Trust & Estate Counsel (ACTEC), 2014 - Present (Fellow) | Estate Planning & Probate Section, Atlanta Bar Association, 2002 - 2003 (Immediate Past President) | Estate Planning & Probate Section, Atlanta Bar Association, 2001 - 2002 (President) | Estate Planning & Probate Section, Atlanta Bar Association, 2000 - 2001 (Vice President/President Elect) | Estate Planning & Probate Section, Atlanta Bar Association, 1998 - 2000 (Treasurer) | Estate Planning & Probate Section, Atlanta Bar Association, 1997 - 1998 (Member-at-large, Board of Directors) | Taxation Section, State Bar of Georgia, 2000 - 2001 (Immediate Past President) | Taxation Section, State Bar of Georgia, 1999 - 2000 (President) | Taxation Section, State Bar of Georgia, 1998 - 1999 (President-Elect) | Taxation Section, State Bar of Georgia, 1997 - 1998 (Secretary) | Taxation Section, Atlanta Bar Association, 1997 - 1998 (Immediate Past President) | Taxation Section, Atlanta Bar Association, 1996 - 1997 (President) | Taxation Section, Atlanta Bar Association, 1995 - 1996 (Vice President/President Elect) | Taxation Section, Atlanta Bar Association, 1994 - 1995 (Secretary-Treasurer) | Taxation Section, Atlanta Bar Association, 1993 - 1994 (Publications Committee Chairman) | Taxation Section, Atlanta Bar Association, 1993 - 1994 (Member-at-Large, Board of Directors) | Fiduciary Law Section, State Bar of Georgia, 2012 - Present (Executive Committee) | Fiduciary Law Section, State Bar of Georgia, 2001 - Present (Legislation Committee) | Business Law Section, State Bar of Georgia, 1997 - Present (Partnership Committee) | Estate Planning Council of North Georgia (f/k/a Cobb County Estate Planning Council, Inc.), 1998 - Present (Immediate Past President) | Estate Planning Council of North Georgia (f/k/a Cobb County Estate Planning Council, Inc.), 1997 - Present (President) | Estate Planning Council of North Georgia (f/k/a Cobb County Estate Planning Council, Inc.), 1996 - Present (Vice President) | Georgia Planned Giving Council, 1999 - Present (Immediate Past President) | Georgia Planned Giving Council, 1998 - Present (President) | Georgia Planned Giving Council, 1997 - Present (First Vice President) | Georgia Planned Giving Council, 1996 - Present (Chairman, Mentor Program) | Georgia Planned Giving Council, 1995 - Present (Second Vice President) | Philanthropic Advisor Leadership Institute, 2007 - Present (Graduate, Inaugural Class) | Philanthropic Advisor Leadership Institute, 2008 - Present (Member, Steering Committee) | North Atlanta Tax Council, 1998 - 2002 (Member, Board of Directors) | Georgia State University Law School Tax Clinic, 1997 - 2000 (Member, Advisory Board) | Financial Planning Association, 2002 - 2003 (Member, Board of Directors) | Financial Planning Association, 2002 - 2003 (Chair, Liaison with Allied Professionals Committee) | Collaborative Law Institute of Georgia, 2011 - Present (Board of Directors, Member) | Collaborative Law Institute of Georgia, 2010 - Present (Member) | International Academy of Collaborative Professionals, 2010 - Present (Member) | Atlanta Estate Planning Council (Member) | The Not-So-Young Fiduciary Lawyers Group (Member) | American Bar Associations (Member) | Georgia Bar Associations (Member) | Atlanta Bar Associations (Member) | North Fulton Bar Associations (Member)
Speaking
Lecturer, State Bar of Georgia (ICLE) | Lecturer, North Atlanta Tax Council | Lecturer, Financial Planning Association | Lecturer, Georgia Planned Giving Council | Lecturer, Georgia Society of CPAs | Lecturer, National Business Institute | Lecturer, Sterling Education Services | Lecturer, The Office of the Comptroller of the Currency | Lecturer, Estate Planning Council of North Georgia