Juris Doctor/Tulane University School of Law
B.A./Loyola University of New Orleans

• Licensed to practice law in Louisiana
• Specialist in Estate Planning and Administration certified by the Louisiana Board of Legal Specialization
• Specialist in Taxation certified by the Louisiana Board of Legal Specialization
• Accredited Estate Planner®
• Chartered Advisor in Philanthropy®
• Legacy Wealth Coach™
• Co-Author of The Future of You: Providing Clarity Where Life Intersects Wealth, The Legacy Companies, LLC, 2012
• Frequent Lecturer on Estate Planning and Charitable Planning

Philanthropic and volunteer activities

• Past-President of National Association of Estate Planners and Councils
• Volunteer pilot for Pilots for Patients
• Angel Flight South Central’s Louisiana Volunteer Pilot of the Year 2004
• President of Jewish Endowment Foundation of Louisiana and recipient of the Young Family Award for Professional Excellence
• Past presidents of New Orleans Estate Planning Council, Tulane Hillel, New Orleans Council of the Partnership for Philanthropic Planning, New Orleans Friends of Music and Jewish Children’s Regional Service
• Chairman of the Greater New Orleans Foundation Cornerstone Council