Honors and Awards:

• Fellow, National Estate Planning Study Group Highest Ranking ("AV") by national ranking firm of Martindale-Hubbell

Special Licenses/Certifications:

• Certified Specialist in Estate Planning & Probate Law, North Carolina State Bar Board of Legal Specialization 

Bar/Professional Activity:

• Who's Who in American Law Member North Carolina Bar Association, Sections on Estate Planning and Fiduciary Law, Elder Law Member North Carolina State Bar Association Member - Member of Governing Council of Estate Planning/Fiduciary Law Section  Pennsylvania State Bar (Inactive) Florida State Bar Member Land of Sky Council of Estate Planning Attorneys Member Deerfield Episcopal Retiement Community Board Member Cornerstone Strategice Return Fund (AMEX:CRF) Board Member Cornerstone Progressive ReturnFund (AMEX:PGF) Board Member Cornerstone Strategic Value Fund (AMEX:CLM) Board Member
• Pennsylvania, 1979 Florida, 1979 North Carolina, 1993 US District Court Middle District of Florida 1979 US District Court Northern District of Florida 1979 US District Court Southern District of Florida 1979 US Court of Appeals 5th Circuit US Supreme Court 2003 US Tax Court 

Pro bono/Community Service:

• Pisgal Legal Services

Scholarly Lectures and Writings:

• Estate Planning with Irrevocable Life Insurance Trusts 1996 Estate Planning with Family Limited Partnerships 1998 Charitable Planning with Real Property/N.C. Bar Association 2002 LEGACY:  Plan, Protect and Preserve Your Estate, The Esperti Peterson Institute, Denver 1996  GENERATIONS:  Planning Your Legacy, The Esperti Peterson Institute, Denver 1999 Classes/Seminars Taught: Frequent Lecturer, Educational Seminars and Symposia for Attorneys, Presented at Annual Estate Planning Coverence of North Carolina Bar Association on Family Limited Partnerships and Discount Entities. Formerly Adjunct Profession, Business Law, University of North Carolina, Asheville, NC

Educational Background:

• Georgetown University Law Center, Washing District of Columbia 1978 J.D.  Honors:  Cum Laude University of Pennsylvania, Philadelphia, Pennsylvania, 1975  Honors:  Cum Laude  M.A.    University of Pennsylvania, Wharton School, Pennsylvania, 1975  B.S. Econ.  Honors:  Cum Laude, Major: Economics