1986, Rhode Island
Boston University, J.D., 1986
Law School Graduation Year
Boston University, B.A., Economics, cum laude, 1983
Rhode Island (Member, Probate and Trust Committee, 1986—) and American (Member, Real Property, Probate and Trust Law Section) Bar Associations; Association For Advanced Life Underwriting; American Society of Financial Service Professionals; Estate Planning Council of Rhode Island (Board Member); Professional Advisor's Council of the Rhode Island Foundation (2001-2003; Chair, 2003); National Council on Planned Giving, Trinity Repertory Company (Board Member and Vice Chair)
Third Year Editor, Boston University Probate Law Journal. Omicron Delta Epsilon. Author: Net - Income Make-up Charitable Remainder Unitrusts: What They Are And How They Can Be Useful To Your Clients, Million Dollar Round Table Annual Proceedings, 1996; Success With NIMCRUTS, Million Dollar Round Table Top of the Table Annual Proceedings, 1997; Insuring the Estate Plan: The Forgotten Life Insurance Need, Million Dollar Round Table Annual Proceedings, 2000; Forget About Estate Tax Repeal - Focus on Solving Wealth Transfer Challenges, Million Dollar Round Table Annual Proceedings, 2003 and The National Underwriter, June 30, 2003. Senior Advisory Board Member, Transition Office of Governor Elect Donald L. Carcieri, 2002. First Vice Chair, Rhode Island Republican Party. Fellow, American College of Trust and Estate Counsel (Member, Business Planning Committee).