Hourly Rates $375/hour
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I believe good estate planning is not a "one-size-fits-all" proposition. No two families are alike. I also believe that estate planning is not a one-time transaction. It is a lifelong process that adapts as a client's family dynamics change. I aspire to have my clients see me as their trusted advisor for life, walking with them every step of the way to ensure that they finish their race well.
I am married to a beautiful woman and we are approaching our 30th anniversary. We have two wonderful young adult children, a daughter who works as a physical therapist with a rehab hospital and a son who just finished his first year of law school. We recently added a 5th member to our family when our daughter got married to her new husband. My wife and I enjoy hiking and traveling. I also enjoy umpiring high school baseball games ... keeps me young! |
3430 Kori RoadSuite 4 Jacksonville, FL 32257 |
| Phone: | (904) 880-5554 |
| Offices: |
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| Association name | Position name | Duration |
|---|---|---|
| Estate Planning Council of Northeast Florida | Member | N/A |
| Florida Bar, Tax Section | Member | N/A |
| Florida Bar, Real Property, Probate and Trust Law Section | Member | N/A |
| Small Business Resource Network, University of North Florida | Member | N/A |
| Jacksonville Bar Association, Trust and Probate Law Section | Co-chair | 2013 - 2014 |
| Financial Planning Association of Northeast Florida | Board Member | N/A |
| Rotary Club of Mandarin | Member | N/A |
| Society of Financial Service Professionals | Board Member | N/A |
| School name | Degree | Graduated |
|---|---|---|
| Georgetown University | B.A. (Bachelor of Arts) | 1984 |
| Temple University School of Law | J.D. (Juris Doctorate) | 1988 |
| University of Florida College of Law | LL.M (Master of Laws in Taxation) | 2012 |
| State | Number | Status | Acquired | Updated |
|---|---|---|---|---|
| PA | Administrative Suspension | 1988 | 07/13/2019 | |
| FL | 846007 | Member in Good Standing | 1990 | 04/25/2019 |
| DC | Suspended | 1989 | 10/14/2017 |
| Conference name | Title | Date |
|---|---|---|
| Continuing Education Series for Financial Advisors (National Life) | Buy-Sell Agreements | 2016 |
| Continuing Education Series for Financial Advisors (Prudential) | Portability - Brave New World | 2014 |
| Continuing Education Series for Financial Advisors (New York Life) | Portability - Brave New World | 2014 |
| Continuing Education Series for Financial Advisors (National Life) | Portability - Brave New World | 2014 |
| Continuing Education Series for Financial Advisors (MetLife) | Portability - Brave New World | 2014 |
| Continuing Education Series for Financial Advisors (Northwestern Mutual) | New Tax Laws Increase Importance of Charitable Planning | 2013 |
| Title | Company name | Duration |
|---|---|---|
| Attorney | Baskin, Flaherty, Elliott & Mannino, P.C. | 1988 - 1990 |
| Attorney | Ballard Spahr, P.A. | 1990 - 1991 |
| Attorney | Abraham, Pressman & Bauer, P.C. | 1991 - 1993 |
| Attorney | Rogers Towers, P.A. | 1993 - 2004 |
| Commercial Real Estate Developer | Various Entities | 2004 - 2012 |
| Attorney | Glazier & Glazier, P.A. | 2012 - 2015 |
| Attorney | Fairbanks Law Group, P.L. | 2015 - 2016 |
| Attorney | Legacy Planning Law Group | N/A |
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