Presentations

Notre Dame Tax and Estate Planning Institute

• To Reimburse or Not to Reimburse? Grantor Trust Reimbursement Statutes Offer Solutions to the Trustor’s Income Tax Woes, But Beware of the “Burn” (2022)

Hawaii Tax Institute

• Designing Irrevocable Trusts to Protect Assets from Being Reached in Divorce (2022)

ABA Real Property Trust and Estate National CLE Conference

• Don’t be Nonplussed, a Nongrantor Trust Must be Discussed! (2022)
• Grantor Trust Reimbursement Statutes (2021)
• The Value of Mentors in a World Gone Crazy (2021)
  

National Association of State Bar Tax Sections 

• The Supreme Court’s Decision in Kaestner: A View from the Trenches (2019)
  

Connecticut Bar Association 

• A Comparison of Grantor Trust Reimbursement Statutes (2022) 

Maryland State Bar Association

• Advanced Techniques in Estate Planning (2020)
  

Pennsylvania Bar Association 

• Trust Modification (2020)
  

Stafford Live National Webinar 

• Structuring Non-Grantor Trusts for Wealth Transfers and Income Tax Planning (2022) 
  

Delaware Trust Conference 

• Divorce: Implications and Considerations Impacting Trust Administration (2021)
• Directed Trusts: Best Practices for Working with Advisors, Trust Protectors and Excluded Trustees-When to Say No! (2018)
• This vs That: What Can be Done in Other Jurisdictions (2016)

Delaware Tax Institute

• Recent Developments in Estate Planning – Proposed Legislation (2021) 
• Recent Developments in Estate Planning – Transfer Tax Cases (2020)
• Recent Developments in Estate Planning – Private Letter Rulings (2017)
• Estate of Woebling and the Future of Intentionally Defective Grantor Trusts (2016)
• Dancing with the IRS: Do the Bump—do the Basis Bump (2015)

   

Publications

Trusts & Estates Magazine

• Delaware Law Authorizes Electronic Execution of Trust Documents (2022) feature article
• Grantor Trust Reimbursement Statutes: A Magic Wand to Allay the Woes of Grumpy Trustors (2021) feature article
• The World is Our Oyster: Opportunities Await Future Trust and Estate Professionals (2020) feature article

Delaware Journal of Public Health

• Estate Planning in the Event of Incapacity as a Result of Dementia (2021) feature article

American Bar Association Tax Times

• The Quill is Mightier than the Sword: The Supreme Court’s Decision in Kaestner Defends Quill’s Due Process Analysis (2019) guest article

The Legal Intelligencer

• Understanding Eligible Designated Beneficiaries under the SECURE Act (2020) guest article

American Bankers Association Trust Newsletter

• Unequal Dispositions of Property Among Children and the Specter of Litigation: Pre-Mortem Trust Validation Statutes Provide a Solution (2016)

Delaware Banker Magazine

• Frank Aragona Trust Sheds Light on “Material Participation” Requirements ( 2014) 

   

Professional Associations

• Mid-Atlantic Fellows Institute of the American College of Trust and Estate Counsel
• Estate Planning Council of Delaware, Board of Directors
• Delaware State Bar Association
• Estates and Trusts Section, Trust Act Committee
• Tax Section, former chair

   

Education

• Emory University, B.A. Phi Beta Kappa
• The University of North Carolina at Chapel Hill School of Law, J.D.
• Villanova University School of Law, LL.M. (Taxation)

   

Admissions

• Delaware
• Pennsylvania