Areas of Practice

• Foundation and Advanced Estate Planning
• Asset Protection Planning
• Charitable Trusts and Foundations
• Estate and Trust Administration
• Estate, Gift, Generation Skipping, Fiduciary, and Pass-Through Entity Taxation
• Tax Controversies and Litigation
• Guardianships and Conservatorships
• Senior Assistance Services

Bar Admissions

• U.S. Supreme Court, 1980
• U.S. Court of Federal Claims, 1982
• U.S. Court of Appeals 2nd Circuit, 1977
• U.S. District Court District of Vermont
• U.S. District Court District of Rhode Island
• U.S. Tax Court, 1982
• District of Columbia, 1983
• Massachusetts, 1995
• Rhode Island, 1984
• Vermont, 1974

Education

• Georgetown University Law Center, Washington, District of Columbia, 1982
  LL.M., Taxation
  
  
• University of Southern California Law School, Los Angeles, California
  J.D.
  Honors: Order of the Coif
  
  
• Amherst College, Amherst, Massachusetts, 1969
  B.A., Art History
  Honors: Phi Beta Kappa, Magna Cum Laude
  
  

Professional Associations and Memberships

• American Bar Association
  Taxation Section; Real Property, Probate and Trust Law Section
  
  
• Rhode Island Bar Association
  Taxation Committee; Probate & Trust Committee
  
  
• Massachusetts Bar Association
  
  
• Rhode Island Estate Planning Council
  
  
• Partnership for Philanthropic Planning of Rhode Island
  
  
• WealthCounsel
  
  
• National Academy of Elder Law Attorneys
  
  

Past Employment Positions

• Tillinghast Collins & Graham, Providence, RI, Associate/Partner, 1983 - 1992
• Tax Division, U.S. Department of Justice, Washington, D.C., Trial Attorney, 1977 - 1983
• Dinse, Allen & Erdmann, Burlington, VT, Associate, 1975 - 1977
• U.S. District Judge Albert W. Coffrin, Burlington, VT, Law Clerk, 1974 - 1975