Honors and Awards:

• assigned Martindale Hubbell’s highest “AV” rating
• American College of Employee Benefits Counsel, Fellow

Special Licenses/Certifications:

• Licensed by NYS to provide Professional Education Seminars to accountants relating to pension laws

Bar/Professional Activity:

• Member of the International Network of Boutique Law Firms, New York Chapter ERISA Specialist
• Society of Financial Service Professionals
• Nassau County Bar Association
• American Bar Association (Employee Benefits Committee, Tax Section and Real Property, Probate and Trust Law Section)
• N.Y. State Bar Association (Trusts and Estates Section, former Chairman Life Insurance and Employee Benefits Committee)

Pro bono/Community Service:

• Five Towns JCC-Couple of the Year Award, 2009

Scholarly Lectures and Writings:

• Lecturer: American Bar Association, New York State Bar Association, N.Y.U. Tax Institute, Practising Law Institute, Suffolk County Academy of Law, Nassau County Trusts & Estates Planning Council, Nassau County Academy of Law, Nassau County Society of CLU and Nassau County CPA Society, 15th Annual Law in the Workplace Conference 2002 "Post-Enron ERISA Issues-Legislation, Regulation & Litigation," 2004 Long Island Tax Practitioner Symposium "Pensions: Plan Design Post EGTRRA/Correcting Qualification Defects"
• Author:  “Title VII-ADEA Connection: Will Norris Impact Age Discrimination Issues,” Vol. 3, Legal Notes and Viewpoints Quarterly, Practising Law Institute, 1984; “Top-Heavy Plans: The Planning Possibilities,” N.Y.U., 42 Institute on Federal Taxation-Conference on Employee Benefits and Executive Compensation, Matthew Bender publisher, 1984; Co-author: “ERISA and the Bankruptcy Code: Stepping Into Quicksand or Something Else, Post Mackey,” 8 Touro Law Review 521, 1992; “ERISA Section 404(c) and the Unisys Case: Let the Liar Beware,” Volume 1, Journal of Pension Investing, A Panel Publication, Aspen Publishers, Inc., Fall 1996.
• Teaching Positions:  Assistant Adjunct Professor, Tax Department, Lubin Graduate School of Business, Pace University, 1979-1984. Adjunct Professor, School of Professional Accountancy, L.I.U., 1991. Faculty Chairman, Non-Qualified Deferred Compensation Plans, Continuing Legal Education, Practising Law Institute, 1983-1989; Faculty Co-Chairman, Executive Compensation Planning In a New Environment, Practising Law Institute, 1992. 

Educational Background:

• Brooklyn College of the City University of N.Y. (B.A., cum laude, 1966)
• University of Wisconsin-Madison (M.S., 1968)
• Fordham Law School (J.D., 1972)