Sole practitioner with more than 30 years' experience in South Florida. Focuses on wills, trusts and estates; international tax; real estate; and business transactions. Proficient in Spanish.
I am a sole practitioner in Coral Gables, having moved to Florida to practice law in 1977. My first firm had many international clients, and so I added to my estate and gift tax knowledge by studying those tax rules that apply to non-US persons coming to the US for work or investments as well as US people going abroad to do business. I also improved my Spanish so that I could conduct meetings with clients in Spanish.
I became a title insurance agent in 1992 and so am able to issue title insurance policies for the benefit of clients buying real estate or lending to others for real estate purchases, in addition to representing those clients as an attorney.
In the estate planning area, I regularly draft living trusts, wills and the ancillary documents that should accompany these, such as living wills, durable powers of attorney and health care surrogate designations. When the client owns life insurance, I may also recommend and prepare an irrevocable life insurance trust for the purpose of keeping the insurance proceeds out of the client's estate.
I have assisted numerous clients in getting through the probate process when a decedent has died leaving assets in his or her name alone, the conditions under which probate is required. (The use of the living trust will enable assets titled to the trust to avoid probate and is almost always recommended.)
I very much enjoy representing clients who want to buy or sell a business. Because I am well-versed in tax law, I can advise on tax issues as well as on the other contract provisions.
I am a graduate of Yale University, the University of Cambridge and the University of Texas School of Law. At Yale and Cambridge, I studied history. I began practicing law in Philadelphia in 1973 and moved to South Florida in 1977, being admitted to The Florida Bar in 1978. I have written three articles that have been published in The Florida Bar Journal.
I have lectured on tax subjects before various groups.
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