About Me

A Little Bit About Me

I live and work in Southwest Florida. My wife Cheryl and I reside in Estero, with our dog Maggie. For most of my career I lived and worked in Upstate New York. I graduated from Syracuse University College of Law in 1977 with honors. In 1978 I went on to earn a second law degree, from the University of Florida in taxation. I have been a member of the Florida Bar Association since 1978.

I specialize in helping individuals who are transitioning to retirement or who are already retired. I have found that most individuals who are in one of these phases of life share a common perspective – they cannot afford a significant financial loss. It follows then that such an individual is likely to find financial peace of mind by focusing on protecting his or her nest egg and other assets.

During my free time, I enjoy reading, especially books about economics and psychology. Some of my favorite authors are: Malcolm Gladwell (Blink, Outliers and Talking to Strangers); Leonard Mlodinow (The Drunkard’s Walk and Subliminal); Daniel Kahneman (Thinking Fast and Slow); Dan Gardner (Future Babble), and Michael Lewis (Moneyball and The Undoing Project).

Why Choose Me

Focus

If you’re a pre-retiree or a retiree and you’re looking to protect your nest egg, for yourself, your spouse and your children or grandchildren you should work with an attorney who specializes in the areas of asset protection, estate planning and income tax mitigation. I work exclusively in these areas.

Experience

I have over 30 years of experience. These years of experience mean that I can bring an array of asset protection, estate planning and tax planning ideas to you. By working together we can develop and implement plans that respond to your needs and concerns.

Affordable Fees

I don’t have a support staff, extravagant office, vast library, or significant advertising budget. Instead, I rent support services and office space, as required. In delivering legal services I rely heavily on technology, from my mobile phone and website to email, FaceTime and Zoom. My low overhead and reliance on technology means affordable fees for my clients.

Contact

Get In Touch

I offer a free initial consultation. We can meet at my office in The Brooks Executive Suites, 9990 Coconut Rd, Bonita Springs, FL, 34135. We can also meet online if this is easier for you. If what I do sounds like something you’re looking for in an attorney, I encourage you to contact me through the form below or call (239) 266-5671.

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