Honors and Awards:

• Graduated from University of Wisconsin Law School with honors; Georgetown University National Law Center, LL.M. (Taxation) 1971.  American Jurisprudence Book Award in Commercial law and Gift and Estate Tax., U.S. Army Colonel, retired, author Guiding Those Left Behind in Washington

Bar/Professional Activity:

• President, Tax Section, Washington State Bar Association; Washington State Bar Probate and Trust Section Legislative Committee Past Chair; Tax Section Estate and Gift Tax Committee; King County Bar Association, Real Property, Probate and Trust Section; American Bar Association. Past Director Wisconsin State Bar Board of Governors and President Wisconsin Bar Nonresident Lawyers Division;

Pro bono/Community Service:

• Rotary International, past president, Seattle Sunrise Rotary Club; Director, University of Wisconsin Foundation; Director, King County, Washington, Bar Foundation; Board of Visitors, University of Wisconsin Law School; Member Seattle Foundation.

Scholarly Lectures and Writings:

• Discription of the operation and effect of the Washigton stand-alone estate taxes and planning ideas to mitigate or avoid the tax., Author, Operation and Planning Techniques for Washington Estate Tax, WSBA Tax Section news letter
• The impact of the stand-alone Washington estate tax and techniques to avoid or minimize the impact of the tax., Author, Planning for the Washington Estate Tax, WSBA Real Property & Trust Section newsletter
• Drafting techniques to minimize the consequences of the Washington and federal estate taxes., Presenter, Tax Highlights and Drafting Ideas for Washington and U.S. Estate Taes, Washington State Bar Association CLE
• Guide book for individuals, family members, freinds, financial planners, and other relating the legal and procedural techniques, resources, laws and regulations affecting those dealing with aspects of the death of a Washington resident., Co-Author, book "Guiding Those Left Behind in Washington, Eagle Publishing Company
• Charitable giving through wills, trusts, charitable remainder annuities, charitable remainder unitrusts, direct gifts of IRAs, appreciated property, and deferred gifts of real estate and other assets., Presenter, Techniques for Charitable Planned Giving, Center for Nonprofit Success
• Presenter, Washington Bar Association Senior Lawyers Division Seminar "Planning for the new Wasington Estate Tax"., Book co-author, Leaving those Left Behind in Washington, Eagle Publishing
• Drafting techniques to take full advantage of Washington and federal marital deductions.  Pros and cons of various common estate planning techniques., presenter, Tax Highlights and Drafting Ideas State and Federal Marital Deductions, WSBA, 2009

Other Outstanding Achievements:

• U.S. Army Judge Advocate General's Corp. active duty 1966-1970, reserve 1971-1993, Colonel, retired. Awarded Legion of Merit.

Newsletters:

• "Legal MATTERS" Quarterly news letter sent to clients, financial advisors, accountants, insurance agents, and other regarding recent developments in the estate and gift taxes, and use of various techniques and strategies to minimize or avoid Washington estate tax and federa estate and gift taxes., "Legal Matters" news letter, Estate Planning

Educational Background:

• University of Wisconsin, Bachelor of Business Administration 1963; University of Wisconsin Law School, JD with honors, 1966; Georgetown University National Law Center, LL.M. (Taxation) 1971;  U.S. Army Command and General Staff College.