Financial Planning in Hockessin, DE

Practice Areas: Elder Law; Medicare & Medicaid; Estate Planning; Financial Planning; Retirement Planning; Investment Management; Registered Investment Advisor; Estate Administration; Guardianship; Living Trusts; Special Needs Trusts; Taxation; Nursing Home Regulation; Social Security & Supplemental Security Income

Admitted: 1979, Wisconsin; 1981, District of Columbia; 1984, Delaware; 1993, Pennsylvania

Law School: University of Wisconsin-Madison, J.D., 1978; Temple University, LL.M., Taxation, 1984.

College: Rutgers University, A.B., with highest distinction, 1971; University of North Carolina, Master of Regional Planning, 1973.

Member: National Academy of Elder Law Attorneys; Delaware State Bar Ass'n (Member: Estates and Trusts Section; Law and Elderly Committee) and Pennsylvania Bar Ass'n (Member, Elder Law Section); Financial Planning Ass'n.

Biography: Member, Wisconsin Law Review, 1977-1978. Certified Financial Planner, 1990. Frequent speaker before groups of medical professionals, social workers, lawyers, accountants, financial planners and the general public on elder law, investment management, Medicaid and estate planning.

Publications: "Self-Financing Long-Term Care: The Elder Law Attorney As Investment Counselor," "The Elder Law Attorney As Financial Planner: Long-Term Care Insurance," and "The Elder Law Attorney As Financial Planner (Part III): Disability Trusts," The ElderLaw Report, 2000; "Live Long and Prosper (with Annuities?)," The ElderLaw Report, 2004; "Self-Settled Disability Settlement Trusts: Tax Wrinkles," Probate and Property, 1997.

Born: Brooklyn, New York, June 11, 1949.

ISLN: 906272389


Call us today at (302) 234-2400.