Primary Office
Professional Involvement
- Chair, Financial Services & Retirement Planning Committee, American Bar Association Senior Lawyers Division, 2019-2021
- Advisory Board Member, Initiative for Family Business and Entrepreneurship, St. Joseph University Erivan K. Haub School of Business
- Sustaining Life Fellow, American Bar Foundation
- Life Fellow, Pennsylvania Bar Foundation
- Member, Philadelphia Bar Foundation (Past Trustee and Assistant Treasurer)
- Co-Chair, Business Planning Committee; Probate and Trust Law Section, Philadelphia Bar Association (Past Chair; Past Vice Chair and Secretary; Past Chair and Member, Publications Committee)
- Tax Law Section, Pennsylvania Bar Association (Past Chair; Past Vice Chair; Past Secretary; Past Council Member; Past Newsletter Editor)
- Taxation Section and Employee Benefits Committee; Senior Lawyers Division, American Bar Association
- Philadelphia Estate Planning Council
- Fellow, American College of Tax Counsel
- Family Firm Institute, Mid-Atlantic Chapter (Founding President and Past Director)
Community Connections
- Board of Managers and President, Spring Garden Soup Society (Past Vice President)
- Member, International Society for Philosophical Enquiry
- Volunteer, Philadelphia Volunteer Lawyers for the Arts (Past President, Board of Directors)
- Board of Directors, Senior Artists Initiative (Past President)
- Friends of Briar Bush (Past President, Past Secretary, Past Board member)
- Abington Art Center (Past Chairman)
- Board of Directors, Abington Township Public Library (Past President)
- Harvard Law School Association of Philadelphia
- World Link Foundation (Past Board Member and Past Treasurer)
- Friends of Fish Foundation (Past Trustee)
- Fund for the School District of Philadelphia (Past Counsel and Secretary)
- Barnes Foundation (Past Professional Advisors Council Member)