Media Credits:
Quoted in, and chief legal source for, front-page article in Wall Street Journal on Supporting Organizations, (May 1998).
Guest, “Legal Line,” with Bob Pittman, KIRO, Seattle, Washington (September, 1997)
Presenter, “Where There’s A Will, There’s A Way,” 3-hour seminar on estate planning (Channel 7-KAKM-TV, Anchorage affiliate of PBS) (October-November, 1986)- Interview, “Living Wills,” (Jennifer James, Dave Ross) KIRO-AM Radio (December, 1985)
Quoted, Bloomberg Wealth Manager, “Private Foundations” (April 2001)- Quoted, Bloomberg Wealth Manager, “Tools for the Charitably Inclined” (January/February 1999)
Guest, “Living Wills and Other Estate Planning Documents,” Over Sixty (Channel 11-KSTW-TV) (April, 1992)
- Speaker, “Advanced Estate Planning Techniques,” Accounting Television Satellite Network telecast from Dallas, Texas (December, 1996)
- Guest, “Midday Money Talk,” with Steve Cassaday, WBZS, Washington, D.C. (May, 1996)
- Speaker, “Supporting Organizations,” Accounting Television Satellite Network taping from McLean, Virginia (March, 1996):
- Interview, “Taxing Their Charity,” Eastside Week (April 8, 1992, pp. 7-8)
- Interview, “Charitable Solicitations,” KING-AM Radio (December, 1986)
Selected Seminar Presentations:
“Current Developments in Charitable Planning, Including Charitable Remainder Trusts,” 48th Annual Estate Planning Seminar (WSBA/ EPC, Seattle, November 2003)
“An Overview of Corporate Charitable Planning,” Washington Planned Giving Council (January 2003)
Speaker, “Planning Opportunities with Supporting Organizations and Other Foundation Formats” 24th American Council on Gift Annuities Conference, St. Louis, Missouri (April 2000)- “509(a)(3) Supporting Organizations,” Washington Planned Giving Council Annual Conference, Des Moines, Washington (September 1997)
“509(a)(3) Supporting Organizations,” Financial Network Investment Corporation National Planning Conference, Scottsdale, Arizona (June 1997)
“509(a)(3) Supporting Organizations,” Foundation of Jewish Philanthropies Professional Advisory Committee Annual Spring Tax Seminar, Miami, Florida (June 1997)
“Advanced Topics in the use of 509(a)(3) Supporting Organizations,” Portland Estate Planning Council and Roundtable, Portland, Oregon (May 1997)
“509(a)(3) Supporting Organizations,” National Network of Estate Planning Attorneys 1997 Collegium, LaJolla, California (May 1997)
“Supporting Organizations – An Attractive Alternative to Private Foundations,” OMI’s 32nd Non-Profit Legal and Tax Conference, Washington, D.C. (March 1996)
“Federal Gift, Estate, and Generation-Skipping Transfer Taxes,” Virginia Society of CPAs Alexandria (September 1995)
“Planning for Succession,” Center for Family Enterprise at The George Washington University, DC (March 1996)
- “Estate Planning for the ‘90’s,” Sheraton Premiere, McLean, Virginia (May 1996)
- “Trustee Issues,” Virginia CLE, Norfolk and McLean (March 1996)
- “Planning for Succession,” Center for Family Enterprise at The George Washington University, DC (March 1996)
- “Supporting Organizations under Code Section 509(a)(3),” Renaissance Annual Conference, New Orleans (February 1996)
- “Ten Steps Toward a Planned Giving Program,” National Academy of Arts and Letters, Jacksonville, Florida (May 1995)
- Best of CLE, 1992 – “New Guardianship Act,” Seattle (December 1992)
Educational:
University of California, Los Angeles School of Law
University of California, Los Angeles School of Law, Chief Comment Editor, UCLA Law Review
University of California, Los Angeles School of Law, Order of the Coif
Rider University
Andrew J. Rider Scholar, 1971-73
Graduated summa cum laude
Recognitions:
“Certificate of Excellence,” BNA Tax Management (2009)
Rated “Top Lawyer,” Seattle Met (2010)
Rated “AV-Preeminent” (highest rating), Martindale-Hubbell
Rated “10.0 – Superb” by Avvo.com Lawyer Rating Service (highest rating)
Named a “Superlawyer” by Washington Law & Politics Magazine (2003, 2005)
Listed, Who’s Who in America (since 1997)
Listed, Who’s Who in American Law (since 1989)
Listed, Who’s Who in the South and Southwest (1997-1998)
Listed, Who’s Who in the World (2000, 2009)
Listed, Who’s Who of Emerging Leaders in America (1991-1992)