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2235 Venetian Ct., 5th Fl. Naples, FL 34109 | |
Phone: | 239-435-1533 |
Fax: | 239-435-1433 |
Offices: |
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Association name | Position name | Duration |
---|---|---|
Real Property, Probate, and Trust Law Section of the Florida Bar | Member | N/A |
Lee County Bar Association | Member | 2009 - 2014 |
Estate Planning Council of Lee County, Florida | Member | N/A |
Tax Law Section of the Florida Bar | Member | N/A |
Estate Planning Council of Lee County, Florida | Second Vice President | 2013 - 2013 |
Estate Planning Council of Lee County, Florida | First Vice President | 2014 - 2014 |
Estate Planning Council of Lee County, Florida | President | 2015 - 2015 |
Collier County Bar Association | Member | N/A |
Estate Planning Council of Naples | Member | N/A |
Florida Bar, Real Property, Probate and Trust Law Section | Executive Council Member | N/A |
Award name | Grantor | Date granted |
---|---|---|
Fellowship | Real Property, Probate & Trust Law Section of The Florida Bar | 2014 |
Dean's Award - Federal Wealth Transfer Taxation | Emory University School of Law | 2009 |
School name | Degree | Graduated |
---|---|---|
Bishop Verot High School | High School | 1998 |
The Florida State University | Bachelor's of Science | 2002 |
Emory University School of Law | JD - Juris Doctor | 2009 |
State | Number | Status | Acquired | Updated |
---|---|---|---|---|
FL | 68542 | Member in Good Standing | 2009 | 04/25/2019 |
Publication name | Title | Date |
---|---|---|
Florida Bar RPPTL ActionLine | Probate Case Summaries - Spring 2015 | 2015 |
Lifestyle Estero | Ensuring Your Inherited IRA Gift Will Be Well Received | 2012 |
Conference name | Title | Date |
---|---|---|
Trusts & Estates Luncheon | 2016 Trusts & Estates Legislative Update | 2016 |
Partnership for Philanthrophic Planning of Lee County | Demystifying Planned Giving | 2014 |
Estate Planning Council of Lee County | Ethics and Security When Using the Cloud in Your Estate Planning Practice | 2014 |
Financial Planning Association of SW Florida | Charitable Giving & Trust Planning With Retirement Benefits | 2013 |
Title | Company name | Duration |
---|---|---|
Software Engineer | Northrop Grumman Corporation | 2002 - 2006 |
Associate | Costello, Royston & Wicker, LLP | 2009 - 2011 |
Of Counsel | Kelley Kronenberg P.A. | 2012 - 2014 |
Associate | Wollman, Gehrke & Solomon, P.A. | N/A |