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- Sole Practitioner
- 40%
Estate Planning
- 23%
Probate, Estate and Trust Administration
- 20%
Trusts
- 7%
Elder Law
- 5%
Business Organizations
- 5%
Charitable Giving
- Florida, 1976
- New York, 1970
- Massachusetts, 1969
- Boston University School of Law, Boston, Massachusetts, 1968
- LL.B.
- Honors: Prize, Estate Planning, Boston Safe Deposit Box Company
- College of Wooster, Wooster, Ohio, 1965
- B.A.
- Honors: President of Student High Court
- Honors: President, local fraternity
- Revocable Trusts, Estate Planning and Will Drafting in New York, New York State Bar, 1999
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- Revocable Trusts, Monroe County Bar Association, 1999
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- Surrogate's Practice Manual, Lawyers Cooperative, Monroe County Bar Association, 1980
- Chase Manhattan Bank, Richard E. Exton, Vice President
- Canandaigua National Bank, Rick Hawks, Sr. Vice President
- Robert G. Boehmler Community Foundation
- Counsel to Osborn, Reed and Burke LLP, Rochester New York
- Estate Administration Practical Skills, NYS Bar Association,
2000
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- Estate Settlements, NYS Bar Association,
1999
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- Revocable Trusts, Monroe County Bar Association,
1999
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- Tax Reform Act, Canandaigua National Bank and Trust,
1997
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- Estate Administration Practical Skills, NYS Bar Association,
1996
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- Will Drafting, Monroe County Bar Association,
1996
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- Prudent Investor Act, IAFP,
1995
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- Probate, NYS Bar Association,
1993
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- Estate Administration, NYS Bar Association,
1987
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- Tax Institute Monroe County Bar Association, Monroe County Bar Association,
1976
- Martindale Hubbell Rating AV
- New York Bar Association, Trusts and Estates Section
- Member
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- Florida Bar Association, Probate and Real Property Section
- Member
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- Massachusetts Bar Association
- Member
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- Monroe County Bar Association, Trust and Estates Section
- Past Chairman
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- American Bar Association, Trust and Estates Section
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- NYS Bar Association, Trust and Estates Section
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- Rochester Estate Planning Council
- Past Board Member
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- Financial Planners Association
- Past Board Member
- Volunteer Legal Services,
1990 - Present
- Canandaigua Rotary, Past President,
1980 - Present
- Canandaigua City School District, Board Member,
1983
-
1989
- Ontario County Humane Society
- 1943, Boston, Massachusetts, United States of America
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