The program attracts experts from across the nation. The estate planning Bar in South Florida is home to many of the nation's leading estate planning practitioners, and the program includes a number of these local experts on its adjunct faculty to teach the fall semester core courses.
The concentrated weeklong modules in the spring provide the opportunity to include not only local specialists, but also preeminent estate planning experts from around the nation. Over the years, the faculty has included law school professors, deans and former deans, partners and managing partners of elite law firms, former IRS commissioners and chief counsel, Tax Court judges, and other eminent teachers and scholars.
The following is a list of the program's faculty for the 2013-2014 academic year:
Norman J. Benford
Harris L. Bonnette, Jr.
Louis J. Chiavacci
Henry Christenson III
Lawrence A. Frolik
Jerome M. Hesch
Edward F. Koren, Jr.
Patrick J. Lannon
Martin E. Basson is the Supervisory Attorney, Estate & Gift Taxes, for the South Florida District of the Internal Revenue Service. He received his B.A. from Colgate University and his J.D. from St. John's University School of Law. With the exception of serving as assistant tax commissioner for the City of New York during the Koch administration, he has worked for the IRS since 1974. He has lectured at numerous American Law Institute-American Bar Association sponsored seminars, and has served as a faculty member of the University of Miami Heckerling Institute on Estate Planning. He is a charter member of the IRS Estate and Gift Tax National Advisory Panel, a select group of IRS attorneys who assist in the formation of nationwide policy decisions in the estate and gift tax area.
Norman J. Benford is a shareholder of the firm of Greenberg Traurig, practicing principally in its Miami office, and the national Chair of its Trusts and Estates practice. He is board certified in Estate Planning and Probate Law by the Florida Bar's Board of Certification. Mr. Benford is a member of the Advisory Committee of the Heckerling Institute on Estate Planning and served at the University of Miami School of Law teaching courses in its J.D. and LL.M. programs in fiduciary administration, drafting, and domestic and international estate planning. He has lectured frequently at and written for continuing education programs and other professional and community organizations. Mr. Benford is a Fellow and Past-Regent and member of the Executive Committee of The American College of Trust and Estate Counsel and served as President of the ACTEC Foundation. Mr. Benford received his LL.B. degree from Yale Law School and his B.A. from Yale University. He served on active duty from 1959 to 1961 as a lieutenant in the U.S. Marine Corps and as a law clerk to the Hon. William H. Timbers, Chief Judge, U.S. District Court, District of Connecticut.
John F. Bergner is a shareholder in the Dallas, Texas office of Winstead PC. Mr. Bergner has been with Winstead for more than 24 years and serves as chairman of the wealth preservation practice group. Mr. Bergner is a specialist in estate planning and probate law certified by the Texas Board of Legal Specialization. His practice involves complex tax, estate and business succession planning as well as administration of estates. He earned a B.B.A. and J.D. from Washburn University, and an M.L.T. from Georgetown University Law Center. Mr. Bergner is active in the American Bar Association and is past chair of the Estate and Gift Tax Committee of the ABA's Tax Section. He is a Fellow of the American College of Trust and Estate Counsel. He has lectured at numerous tax and estate planning seminars and is a visiting adjunct professor at the University of Miami Law School. He serves on the Editorial Board of the Practical Tax Lawyer, published by the ALI-ABA.
Harris L. Bonnette, Jr. is a shareholder in the law firm of Ivan, Cole, Bonnette & Kane in Jacksonville, Florida. He graduated from the University of Florida (B.S. 1986), University of Miami (J.D. 1989), and Washington University in St. Louis (LL.M. in Taxation 1990). Mr. Bonnette is a Florida Bar Board Certified Tax Lawyer and is AV rated. He is a Co-Director for Education of the Tax Section of the Florida Bar and the Co-Vice Chair of the Estate & Trust Tax Planning Committee of the Florida Bar Real Property, Probate, and Trust Law Section. Mr. Bonnette is the immediate past chair of Tax Section of the Jacksonville Bar Association. He is the author of the article: The IRS Will Absolutely, Positively Not Pay Your Attorneys' Fees (Or Will They?), The Florida Bar Journal (May, 2010, Vol. 84, No. 5). Mr. Bonnette practices in all areas of Federal tax controversies, all trust and estate disputes including will and trust contests, estate and trust litigation, and estate and trust administration. After earning his LL.M. degree, he became an attorney with the Internal Revenue Service's Chief Counsel's Office from 1990 to 1995, first in Austin, Texas and then in Jacksonville, Florida.
Lawrence Brody is a partner in the St. Louis office of Bryan Cave LLP, an international law firm. He is a member of its Private Client Service Group and its Entrepreneurial, Technology & Commercial Practice Client Service Groups. He is an adjunct professor at Washington University School of Law, and is a frequent lecturer and the author or co-author of numerous articles and books on the use of life insurance in estate and employee benefit planning, including two BNA Tax Management Portfolios, two books for the National Underwriter Company, and a number of books in the American Bar Association Insurance Counselor Series. Mr. Brody is a member of the American College of Trust and Estate Counsel and the American College of Tax Counsel. He is a frequent particpant at American Law Institute-American Bar association programs and Society of Financial Professionals programs and teleconferences and is a member of the Advisory Committee of the University of Miami Heckerling Institute on Estate Planning.
Louis J. Chiavacci is a Senior Vice President-Investments at Merrill Lynch and a fully accredited Private Wealth Advisor in the Banking & Investment Group. Mr. Chiavacci is a member of the Private Wealth Management Advisory Council to Merrill Lynch Management and a frequent guest speaker regarding the ultra-affluent market. He has been providing wealth management advice to high net worth families since 1986 and has over twenty years of investment experience. From 1986 to 1997 Mr. Chiavacci was a member of Goldman Sachs Private Client Services in New York and Miami where he was a Vice President. Mr. Chiavacci attended the United States Naval Academy and holds an MBA and BS from Indiana University where he was an Associate Instructor of Financial Accounting. Mr. Chiavacci is a regular guest lecturer for Merrill Lynch high-networth training programs. He has been a guest lecturer at the Heckerling Institute on Estate Planning. He serves as a volunteer adjunct professor at the University of Miami School of Law Graduate Program in Estate Planning.
Henry Christensen III is a member of the law firm of McDermott, Will & Emery, LLP, based in their New York office. He is the managing partner of their New York and international private clients practice. He is an honors graduate of The Peddie School (1962), Yale College (1966) and Harvard Law School (1969). Mr. Christensen is the President of the International Academy of Estate and Trust Law, and a Regent of the American College of Trust and Estate Counsel (ACTEC). He is the former Chair of the International Estate Planning Committee of ACTEC, and the former Chair of the Estate and Gift Tax Committee, Income Taxation of Trusts Committee, and Taxation of Exempt Organizations Committee of the Tax Section of the New York State Bar Association. He was a consultant to the American Law Institute on its project to revise Subchapter J of the Internal Revenue Code. In addition to serving on the adjunct faculty of the University of Miami, Mr. Christensen is an adjunct professor at New York University Law School. Mr. Christensen is the author of the Treatise, International Estate Planning, published by Matthew Bender & Co., which is updated annually, and is a frequent lecturer and author on estates and tax subjects.
Lawrence A. Frolik is a professor of law at the University of Pittsburgh School of Law. A frequent lecturer on legal issues of aging and a prolific author, his books include Advising the Elderly or Disabled Client, (2nd Ed. with Brown) (Warren, Gorham & Lamont), Elder Law in a Nutshell, (3rd Ed. with Kaplan) (West), and casebooks, Elder Law: Cases and Materials, (4th Ed. with Barnes) (LexisNexis), and The Law of Employee Pension and Welfare Benefits (2nd Ed. with Moore) (LexisNexis). He is Past-Chair of the PBA Elder Law Section and Past-Chair of the ABA Tort Trial and Insurance Practice Section Seniors Issues Committee. He was appointed by Governor Rendell to the Pennsylvania Council on Aging and served as Policy Advisor to the Executive Council of the Pennsylvania AARP. In 1995, he was a Congressional appointed delegate to the White House Conference on Aging. Mr. Frolik is a member of the National Academy of Elder Law Attorneys, an Academic Fellow of the American College of Trust and Estate Counsel, and a Fellow of the American Bar Foundation. He received his B.A. from the University of Nebraska and his J.D. and his LL.M. from Harvard Law School.
Jerome M. Hesch is Of Counsel to Carlton Fields, P.A. in Miami, Florida and is a tax and estate planning consultant for lawyers and estate planning professionals throughout the country. He is a member of ACTEC, has published numerous articles, several Tax Management Portfolios, and co-authored a law school casebook on Federal Income Taxation, now in its 4th edition. He has appeared for the AICPA, the University of Miami Heckerling Institute on Estate Planning, the University of Southern California Tax Institute and the New York University Institute on Federal Taxation. He has participated in several bar association projects, such as the Drafting Committee for the Florida Revised Uniform Partnership Act and preparing the ABA's comments on the IRS's proposed private annuity regulations. He received his BA and MBA degrees from the University of Michigan and a JD degree from the University of Buffalo Law School. He was with the Office of Chief Counsel, Internal Revenue Service, Washington, D.C. from 1970 to 1975, and was a full-time law professor from 1975 to 1994. He is an adjunct professor of law at the Florida International University, St. Thomas University and the University of Miami law schools and is the director of the Notre Dame Tax & Estate Planning Institute.
Nick Jovanovich is a partner in the Fort Lauderdale office of Berger Singerman LLP. He is a member of its Business, Finance and Tax Team and its Wealth Preservation and Tax Planning Group. His practice is concentrated in the areas of corporate, partnership and limited liability company structure and tax planning, wealth transfer tax and asset protection planning, bankruptcy and insolvency tax matters and tax controversies both at the federal and state level with particular emphasis on Florida sales and use tax. Mr. Jovanovich has served as special tax counsel in connection with several large bankruptcy cases and frequently advises on bankruptcy tax and debt restructuring tax matters. He began his career as a Certified Public Accountant (Florida) with one of the largest national accounting firms and later served as in-house tax counsel for a large corporation based outside Washington, D.C. before entering the private practice of law in 1983. Mr. Jovanovich earned his B.S. degree, magna cum laude, from Florida State University in 1975, his J.D. degree from Florida State University in 1980, and his LL.M. in Taxation from the University of Florida in 1981. He is "AV" rated by Martindale-Hubbell and has been Board Certified by The Florida Bar in Tax Law since 1987. Mr. Jovanovich is an adjunct professor at Nova Southeastern University Shepard Broad Law Center where he teaches Estate and Gift Tax and is a frequent lecturer and author on tax, estate planning and asset protection planning topics. He is a member and former Director of the Estate Planning Council of Broward County, a member and former Director/President of the Greater Fort Lauderdale Tax Council, and a member of the American Association of Attorney-Certified Public Accountants. Mr. Jovanovich has been included in such lists as "Legal Elite" for Tax Law by Florida Trend Magazine, South Florida Legal Guide for Tax Law and Corporate Law, and "Florida Super Lawyers" for Tax Law.
Edward F. Koren, Jr. is the head of the Holland & Knight Private Wealth Services group, practicing principally in its Tampa and Lakeland offices. Mr. Koren earned his B.S.B.A. degree in accounting in 1971 and his J.D. degree, with highest honors, in 1974 from the University of Florida, where he was Executive Editor of the University of Florida Law Review. Mr. Koren is the lead author and editor of a four-volume treatise Estate and Personal Financial Planning (West 1988-06). He has written numerous other articles and chapters in publications pertaining to trusts, estates, individual taxation and estate planning and administration, and speaks regularly at seminars sponsored by various national and regional professional organizations, including the University of Miami Heckerling Institute on Estate Planning, Southern Federal Tax Institute, American and Florida Bar Associations, the American College of Trust and Estate Counsel, ALI/ABA, PLI, the American Association of Attorney/CPAs, and numerous estate planning councils throughout the Southeast. Mr. Koren is a Past-Chair of the Real Property, Probate and Trust Law Section of the American Bar Association, Past-Chair of the Estate and Gift Tax Committee of the American College of Trust and Estate Counsel, and is also a Past- Regent. He is a Fellow of the American College of Tax Counsel and the American Bar Foundation, and is also very active in The Florida Bar, where he has chaired the Tax Section and the Real Property, Probate and Trust Law Section.
Patrick J. Lannon is a Partner at Bilzin Sumberg and a board certified specialist in Wills, Trusts and Estates. Mr. Lannon represents individuals with their estate, asset protection, and charitable planning with a focus on integrating family wealth transfer goals with sophisticated tax planning strategies. He also assists personal representatives, trustees, and beneficiaries with estate and trust administration and advises fiduciaries and beneficiaries in contested or potentially contested trust and estate matters. Mr. Lannon lectures frequently and is the author of a number of articles on estate planning, estate litigation, probate, and trust topics including planning for out of state property, statutory tools for modification of irrevocable trusts, planning with irrevocable life insurance trusts, challenging transfers procured by undue influence, and domicile planning. He is involved in a number of professional organizations dedicated to close coordination with a client's professional advisors to offer team-based solutions, including the Estate Planning Council of Greater Miami.
Carlyn McCaffrey is a partner and co-head of the Trusts and Estates Department in the New York law firm of Weil, Gotshal & Manges LLP and an adjunct professor at New York University School of Law. She received her LL.B. and her LL.M. from the New York University School of Law. Mrs. McCaffrey is a Fellow and former President of the American College of Trust & Estate Counsel, a Fellow and Regent of the American College of Tax Counsel and a member and former Vice President of the International Academy of Trust & Estate Counsel. In addition, Mrs. McCaffrey is a member of the Advisory Board of Tax Analysts, a member of the Advisory Committee of the University of Miami Heckerling Institute on Estate Planning, a member of the Tax Section of the New York Bar Association, and the former Co-Chair of the Estates and Trusts Committee of the Tax Section of the New York State Bar Association. Mrs. McCaffrey frequently lectures on subjects relating to tax law, trusts and estates, foreign trusts and matrimonial law. She also writes extensively on these topics, and is the co-author of Structuring the Tax Consequences of Marriage and Divorce.
Jerry J. McCoy is an independent attorney in Washington, D.C., specializing in charitable tax planning, tax-exempt organizations and estate planning. A member of the American Law Institute and a Fellow of both the American College of Trust and Estate Counsel and the American College of Tax Counsel, Mr. McCoy is listed in Who's Who in America, Who's Who in American Law, and The Best Lawyers in America. A frequent presenter at planned giving, tax and estate planning seminars, he also serves on the adjunct faculty at the Georgetown University Law Center. He is the Past-Chair of the Charitable Planning and Exempt Organizations Committee of ACTEC. Mr. McCoy is co-founder and co-editor of two newsletters - Charitable Gift Planning News, and Family Foundation Advisor. He is co-author (with Kathryn Miree) of the Family Foundation Handbook, published by Aspen Law & Business (CCH). Mr. McCoy has an LL.B. from Duke University and an LL.M. from New York University.
Jane W. McMillan has been a shareholder at the Miami, Florida law firm of Stokes McMillan Antúnez P.A. since 1999. Before that, she practiced tax and trusts and estates law with Kelley Drye & Warren and, before that, with Smathers & Thompson, where she started her legal career in 1983. Mrs. McMillan's practice is concentrated on estate planning and estate and trust administration. She is a "triple Gator" with a B.A. in political science (1979), a J.D. (1981) and an LL.M. in Taxation (1983) all from the University of Florida. Mrs. McMillan has been awarded an AV® Peer Review Rating by Lexis Nexis Martindale-Hubbell and has been Board Certified in Taxation in Florida since 1992.
Kathryn W. Miree is the president and primary consultant for Kathryn W. Miree & Associates, Inc., now in its 11th year of operation. Ms. Miree provides a full range of planned giving, endowment, and foundation management services designed to help charities build long-term financial stability through planned gifts and endowment. Ms. Miree received a B.A. from Emory University and a J.D. from the University of Alabama School of Law. She spent 15 years in various positions in the Trust Division of a large southeastern bank rising to the position of Senior Vice President and manager of the Personal Trust Department. She then joined a regional brokerage firm to establish its trust company and serve as its initial President and CEO. In these positions she worked extensively with not-for-profit organizations and their donors in the management of private foundations, community foundations, charitable trusts, pooled income funds, gift annuities and endowments. Ms. Miree is a past president of the national Committee on Planned Giving, past president of the Alabama Planned Giving council, past president of the Estate Planning Council of Birmingham, and past president of the Alabama Bankers Association Trust Division. She is a member of the Alabama Bar Association and Birmingham Bar Association. Ms. Miree is a nationally recognized speaker and author on nonprofit gift planning and administration topics.
Jeffrey N. Pennell is a Professor of Law at Emory University School of Law in Atlanta where he teaches income tax, wealth transfer tax, trusts and estates, and estate planning. He practiced for several years in Chicago before beginning his teaching career at the University of Oklahoma in 1978. Professor Pennell has taught as a visiting professor at the law schools of Southern Methodist University and the Universities of Miami, North Carolina, and Texas. A specialist in estate planning, trusts and estates, and wealth transfer taxation, he has published classroom texts on the Income Taxation of Trusts, Estates, Grantors, and Beneficiaries, a second on Federal Wealth Transfer Taxation, and a third on Estate Planning. He authored the Bureau of National Affairs Tax Management portfolio on the Estate Tax Marital Deduction and coauthored the portfolio on Estate Tax Payment and Apportionment, and a text on Trust and Estate Planning published by the American Bar Association. He is the successor author of the leading treatise on estate planning, originally written by the late Harvard Professor A. James Casner. He also has published selected chapters in various editions of the New York University Tax Institute, the University of Southern California Tax Institute, and the University of Miami Estate Planning Institute, along with an extensive array of articles on estate planning. He is an Advisor to the American Law Institute Restatement (Third) of Property (Wills and Other Donative Transfers) and is an Advisor of its Restatement (Third) of Trusts. Professor Pennell lectures widely on estate planning, he chairs several annual programs for ALI-ABA (a national continuing legal education provider), serves on the faculty and the advisory board of the nation's leading annual institute on estate planning, and is a Visiting Adjunct Professor in the Graduate Program in Estate Planning. Professor Pennell received his B.S. and J.D. from Northwestern University.
Susan Porter is a Senior Advisor at Brown Brothers Harriman Trust Company, NA, having joined in 2011. She has extensive experience in the trust banking industry, lecturing about estate and trust administration and consulting with clients and their advisors on complex tax, estate, fiduciary and charitable planning issues. Ms. Porter is an active member of several bar organizations, including the ABA Real Property Trust and Estate Section and the Advisory Committee of the Heckerling Institute on Estate Planning. In addition to her professional interests, she serves on several not-for-profit boards, including People’s Symphony Concerts and The Metropolitan Museum of Art Professional Advisory Council. Susan received her AB from Vassar College, her JD from the University of Wisconsin Law School and her LLM from New York University Law School. She is a Certified Trust and Financial Advisor (CTFA) and an Accredited Estate Planner (Distinguished)®.
Daniel S. Rubin is a partner in Moses & Singer's Trusts and Estates and Asset Protection practices. Mr. Rubin concentrates on domestic and international estate and asset protection planning for high-net-worth individuals and their families. Additionally, he counsels clients on estate administrations and tax controversies, among many other matters. Daniel has been named by Worth magazine as one of the "Top 100 Attorneys" in the nation for private clients, by Law & Politics as a "New York Super Lawyer"® in 2007, 2008, 2009, 2010 and 2011 and as one of The Best Lawyers in America® for Trusts and Estates in 2009, 2010, 2011 and 2012 by U.S. News-Best Lawyers. Mr. Rubin is also rated AV Preeminent™ by Martindale-Hubbell and identifies him as part of a select group of lawyers recognized for their legal abilities and professional ethical standards. Daniel frequently lectures to professional groups, and has written numerous articles on estate and asset protection planning matters for various scholarly publications. In addition to his work at Moses & Singer, Daniel serves as the chair of the International Estate Planning Committee of the Trusts and Estates Law Section of the New York State Bar Association and is a member of the American College of Trust and Estate Counsel.
Shawn C. Snyder is a partner with the law firm of Snyder & Snyder, P.A., a boutique estate planning firm located in Davie, Florida. He is a member of the Florida Bar, the Broward County Bar Association, and is board certified by the Florida Bar in specialty of Wills, Trusts, and Estates. Mr. Snyder received his LL.M. from the University of Miami School of Law (Estate Planning), his J.D. from University of Florida Law School, and both his B.A. and M.A. in Accounting from the University of Florida. Mr. Snyder also is a member of the prestigious Florida Bar Wills Trusts and Estate Certification Committee which is charged with writing and grading the examination that certifies attorneys as Board Certified Specialists in the area of Wills, Trusts and Estate. He has also been named by Florida SuperLawyers Magazine for the last three years as one of Florida's "Rising Stars" in the legal community. Mr. Trytten is a former member of the Florida Bar Committee on Relations with the FICPA and CPA's, the past Chairman of the Planned Giving Committee for the United Way of Broward County, and a member of Florida Blue Key. Mr. Snyder limits his practice exclusively to estate planning, estate administration, and domestic creditor protection matters.
William A. Snyder is the founding partner of Snyder & Snyder, P.A., a boutique estate planning firm. He is a member of the Florida and Broward County Bar Associations and is board certified by the Florida Bar in Wills, Trusts, and Estates. Mr. Snyder received his LL.M. from the University of Miami School of Law (Estate Planning), his J.D. from University of Florida Law School, and his B.A. from Hobart and William Smith College. He is listed as in The Best Lawyers in America, and was named as one of the Top 100 Attorneys in the U.S. by Worth magazine in December 2005, December 2006, and December 2007. Also, Mr. Snyder is a former Chairman of the Board Certification Committee of The Florida Bar for Wills, Trusts and Estates, and is a Fellow in the American College of Trust and Estate Counsel (ACTEC).
Bruce Stone is a shareholder with Goldman Felcoski & Stone P.A. in Coral Gables, Florida. His practice consists primarily of estate planning for both domestic and foreign clients. A significant portion of his practice involves disputed or complex problem situations in which he is retained to find creative planning solutions or to serve as expert witness, mediator or arbitrator. He received a B.A. from the University of Florida and was elected to Phi Beta Kappa. He received a J.D. from the Florida State University College of Law. He is a Past-Chair of the Florida Bar Real Property, Probate and Trust Law Section. He is a Fellow of the American College of Trust and Estate Counsel and has served on its Board of Regents and Executive Committee. He is an Academician in the International Academy of Estate and Trust Law. He is a member of the Advisory Committee of the University of Miami Heckerling Institute on Estate Planning. He was the principal drafter of Florida's legislation authorizing dynasty trusts and allowing modification and reformation of irrevocable trusts. He has been extensively involved in the drafting of Florida legislation concerning elective share rights of surviving spouses, the administration of trusts, and homestead.
Conrad Teitell is a principal in the Connecticut- and Florida-based law firm of Cummings & Lockwood, resident in the firm's Stamford office. He holds an LL.B. from Columbia University Law School and an LL.M. from New York University Law School. Mr. Teitell is a fellow of the American College of Trust and Estate Counsel and the recipient of the American Law Institute/American Bar Association's Harrison Tweed Award for Special Merit in Continuing Legal Education. Listed in The Best Lawyers in America, his "Philanthropy and Estate Planning" columns appear in Trusts & Estates and the New York Law Journal. He is the author of the fivevolume treatise, Philanthropy and Taxation and editor and publisher of Taxwise Giving, a monthly newsletter.
Steven E. Trytten is a nationally recognized authority on tax and estate planning, quoted in financial publications such as the Wall Street Journal, Forbes Magazine, Bloomberg Wealth Manager, Kiplinger's Retirement Report, and the Los Angeles Business Journal. He lectures across the country (including Heckerling Estate Planning Institute, ALI-ABA programs, NYU Tax Institute, USC Tax Institute, CEB-UCLA Estate Planning Institute, Southern California Tax and Estate Planning Forum, Great Western Tax Institute, Great Southern Tax Institute, AICPA programs, and NAELA Annual Institute, among others). Recent publications include his papers for these Institutes, as well as articles for Trust and Estates Magazine and other publications for professionals engaged in tax and estate planning. He is one of the top 1% of lawyers in the U.S. to be included in the "Best Lawyers of America." He has been voted by his peers in Los Angeles County as a "Super Lawyer" each year since the "Super Lawyer" process began in 2004, and was further recognized in 2004 as one of the top 100 vote recipients county‑wide among all practice areas. Mr. Trytten is a "Certified Specialist" in two areas: Taxation Law, and Estate Planning and Probate Law (certification by the Board of Legal Specialization of the State Bar of California). He is also a Fellow of the American College of Trust and Estate Counsel ("ACTEC") and a Member of the ACTEC Employee Benefits Committee and a member of the Editorial Advisory Board for Trust & Estates Magazine (Retirement Benefits Section). Mr. Trytten served as Chair of the California State Bar Taxation Section Committee on Estate and Gift Taxation from 1996 to 1998. He is an active member of the American Bar Association, the State Bar of California, the Los Angeles County Bar Association, the American Institute of Certified Public Accountants, and the California Society of Certified Public Accountants. He attended the University of Illinois where he received his undergraduate, MBA, and JD degrees. He was admitted to the Illinois Bar in 1978 and to the California Bar in 1983. He became licensed as an Illinois CPA in 1979.
"The Graduate Program in Estate Planning offered at the University of Miami School of Law is unparalleled. Through this program I gained invaluable insights into sophisticated estate planning techniques which have allowed me to hit the ground running in my practice as well as giving me the confidence to work along side some of the best and brightest in the field".
Jason M. Grimes - LL.M. 2006
West Palm Beach, Florida