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Attorney
By
Attorney
Career Profiles of the Profession
Who?
What?
Primary Practice Area & Subspecialty Fields:
Estate planning and estate administration.
When?
Years in Practice Area:
Since 1978
Years in the Legal Profession:
Since 1980
Where?
Employer:
The Arden Group
http://www.theardengroup.com
Size/Sector:
15 employees/Investment Management and private fiduciary firm
City/State:
Atlanta, GA 30305
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Law School:
University of Georgia
Other Post-Graduate Education:
L.L. M. related courses/ C.F.P. designation
Undergraduate School/Degree:
A.B. English Literature
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Why?
Pluses/Challenges of Practice Area:
Very people oriented, technical enough but not so sterile as some tax areas.
Core Skills/Key Knowledge Needed in Your Practice Area:
Estate and trust law, tax, drafting documents.
How?
Career Path to Current Position:
13 years with large law firm in trusts and estates area, two years big accounting/professional services firm, 5 years boutique estate planning law firm.
Influences and Mentors:
Partners in law firm, ABA contacts, Ga. Bar contacts.
Job Search Techniques Used in Finding Your Position(s):
First one: good grades, personal contact thereafter.
Bar Affiliations and Activities:
State Bar YLS President, Ga. Bar Jl. Editor, Probate & Property Editor, ABA-Real Property Probate & Trust Section, ACTEC
Recent Professional Publications:
Author, CCH Retirement Planning (November/December 2000), "Documenting End-of-Life Decisions."
Author, CCH Retirement Planning (July/August 2000), "Other' Documents Too Important to Be Afterthoughts."
Recent Professional Presentations:
Author Speaker, Tennessee Federal Tax Institute, Ethics/Professionalism Session, "Multidisciplinary Practice-Tidal Wave or Tempest in a Teapot? What will it be, , who will do it, and how will it affect you and your practice?" (November, 2000).
Speaker, 34th Annual University of Miami Phillip E. Heckerling Estate Planning Institute, Panel on Multidisciplinary Practice (January, 2000).
Memorable Career Moment:
Argument before Ga. Supreme Court/Testimony to Senate Committee.
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