Curriculum Vitae

Bar Memberships:

  • District of Columbia (1981)
  • New Jersey (1982)
  • Pennsylvania (1982)

 

Education:

  • New York University School of Law, LL.M. (Taxation), 1982
  • Georgetown University Law Center, J.D., 1981, Cum Laude
    • Worked full-time while attending evening classes (September 1977 - May 1981)
  • Ball State University, Muncie, Indiana, B.A. 1976, Magna Cum Laude, GPA 3.6
    • Awarded 4 year tuition scholarship; Supported self through employment earnings

 

Representative Publications:

  • Problems and Pitfalls: An Interview with Adam S. Weiss, American Bar Association - GPSolo eReport, Vol. 6, No. 2, September 2016

  • Branding Essentials for Solos and Small Firms, American Bar Association - GPSolo eReport, Vol. 33, No. 6, Nov/Dec 2016

  • Obstacles to Effective Delegation*, American Bar Association - GPSolo eReport, August 2016 (Vol. 6, No. 1)
  • Using Video to Connect with Your Target Audience (The Social Media Strategist) GP Solo Magazine, May/June 2016
  • Anatomy of a Client Relationship: A Case Study, American Bar Association - GPSolo eReport, Vol. 5, No. 9, April 2016 (Vol. 5, No. 9)
  • Thought Leadership Initiative: A Roadmap for Law Firms, Law Journal Newsletters – An ALM Publication, March 2016 (Vol. 31, No. 11)
  • Creating and Operating a Successful Law Firm: An Interview with Kerry Lavelle, American Bar Association - GPSolo eReport, March 2016 (Vol. 5, No. 8)
  • Creating a Client-Centric Brand®, American Bar Association - GPSolo eReport, February 2016 (Vol. 5, No. 7)
  • No-Cost/Low-Cost Law Firm Marketing: Defining and Finding the Target Audience, American Bar Association - GPSolo eReport, January 2016 (Vol. 5, No. 6)
  • What Every Lawyer Needs to Know about Planning for Retirement, American Bar Association – GPSolo eReport, November/December 2015 (Vol. 32, No. 6)
  • Business Development – Ethical Considerations, American Bar Association - GPSolo eReport, October 2015 (Vol. 5, No. 3)
  • Marketing the Law Firm – The Business of Branding: Creating a Client-Centric Brand®, Law Journal Newsletters - An ALM Publication, September 2015.
  • Six Steps to No/Low-Cost Law Firm Marketing Success, How to Capture and Keep Clients: Marketing Strategies for Lawyers. ABA Book Publication. August 2015.
  • Social Media Ethics in the Age of Documented Mischief, American Bar Association – GPSolo Magazine, May/June 2015.
  • Leverage Your Professional Brand Online, American Bar Association – GPSolo eReport, June 2015.
  • Research in the Cyber World, American Bar Association – GPSolo eReport, April 2015.
  • Investment Perspectives, American Bar Association – GPSolo eReport, February 2015.
  • The Lawyers’ Guide to Financial Planning (published in June 2014 by the Solo, Small Firm and General Practice Division of the ABA.)  
  • Social Media: Moving Forward with Social Media, American Bar Association – GPSolo eReport, April 2014.
  • Take Charge of Your Own Economy: Part Two, In the Loop, Spring 2014.
  • Take Charge of Your Own Economy: Part One, In the Loop, Winter 2014.
  • When a Law Firm Should Undertake A Strategic Planning Effort. December 2014.
  • Social Media: The Importance of Law Firm Policy, American Bar Association – GPSolo eReport, October 2014.
  • Contributor to the ABA Solo, Small Firm and General Practice Division’s upcoming publication The Lawyer’s Guide to Buying, Selling, Merging, and Closing a Law Practice.
  • Whether to Consult a Financial Advisor or Do It Yourself, American Bar Association – GPSolo eReport, July 2014.
  • The Lawyer’s Guide to No (Low Cost) Marketing, GP SOLO (A Publication of the American Bar Association), VOL. 31, NO. 4 (July/August 2014)
  • Take Charge of Your Own Economy, GP SOLO (A Publication of the American Bar Association), VOL. 30, NO. 1 (January/February 2014)
  • Take Charge of Your Own Economy, Ohio State Bar Association Solo, Small Firms and General Practice News.
  • News Key Performance Indicators: Opportunity for Growth, Ohio State Bar Association Solo, Small Firms and General Practice
  • Social Media and Other Research Tools, American Bar Association – GPSolo eReport, December 2013.
  • Social Media Marketing & Ethics, American Bar Association – GPSolo eReport, October 2013.
  • Making the Case for Social Media, American Bar Association – GPSolo eReport, August 2013
  • The Straight Word, July/August 2013:  “Take Charge of Your Own Economy Part One”
  • The Straight Word, September 2013: “Take Charge of Your Own Economy Part Two"
  • Six Steps to Take Charge of Your Own Economy, American Bar Association GP Solo eReport, January/February 2013
  • Delegation Dynamics, In the Loop, Fall 2011
  • Improving Your Law Firm’s Bottom Line Part Two, Mercer County Bar Association Newsletter, October 2011
  • Improving Your Law Firm’s Bottom Line Part One, Mercer County Bar Association Newsletter, August 2011
  • Equipping Our Lawyers, August, 2011 PA CLE Annual Provider Conference Notes
  • Let's Stop Playing Time Games and Get Serious About Learning!, Equipping Our Lawyers, Mandatory CLE: April 7, 2011 issue:  Spotlight Article
  • Parents of Children with Special Needs Entitled to Income Tax Benefits, New Jersey Law Journal, March 21, 2011
  • Public Benefits In The Context of Divorce, Mercer County Lawyer, February 2009
  • Public Benefits In The Context of Divorce, The Straight Word, February 2009
  • The Special Sister, The Barrister, December 2008
  • Five Estate Mistakes, Round The Table, (Official Publication of the Million Dollar Round Table), July/August 2008
  • Special Needs Trusts: Part II, The Barrister, March 2008
  • Special Needs Trusts: Part I, The Barrister, February 2008
  • What You Need to Know: Part II, The Barrister, November 2007 Medicare:
  • Medicare: What You Need to Know: Part I, The Barrister, October 2007
  • Appointment of Funeral Agent Authorized by the Cemetery Act, The Barrister, June 2007
  • Benefit the Right Beneficiary, New Jersey Law Journal, February 5, 2007
  • Hospice Care: Practical Information and Personal Reflections: Part II, Estate and Financial Planning Council of Southern New Jersey Newsletter, March/April 2006
  • In Estate Planning, Who Is the Client?, New Jersey Law Journal, March 13, 2006
  • Hospice Care: Practical Information and Personal Reflections: Part I, Estate and Financial Planning Council of Southern New Jersey Newsletter, January/February 2006
  • Hospice Care: Practical Information and Personal Reflections, The Barrister, January 2006
  • Medicaid Annuities - Alive and Well in New Jersey, Mercer County Lawyer, May 2005
  • Medicaid Annuities - Alive and Well in New Jersey, The Barrister, May 2005
  • Recognized as an Awesome Attorney in 2004, South Jersey Magazine, October 2004
  • Settlement of Legal Actions for Disabled Plaintiffs, Estate and Financial Planning Council of Southern New Jersey Newsletter, September/October 2004
  • New Jersey Adopts Domestic Partnership Act, Estate and Financial Planning Council of Southern New Jersey Newsletter, May/June 2004
  • New Jersey Adopts Domestic Partnership Act, Mercer County Lawyer, April 2004
  • It’s Your Estate; Make Sure Your Wishes Are Heeded, Courier-Post (Senior Scoop), September 8, 2003
  • Using the Office of the Ombudsman to Resolve Long-Term Care Issues, New Jersey State Bar Association (Newsletter of the Elder Law Section), August 2003
  • Sponge Tax Reform Soaks the Taxpayer, New Jersey State Bar Association (Newsletter of the Elder Law Section), August 2003
  • Annuities: Tax Traps, Tax Disasters, The Estate and Financial Planning Council of Southern New Jersey Newsletter, July/August 2003
  • Annuities: Tax Traps, Tax Disasters, New Jersey Lawyer, July 14, 2003
  • Some Basics on the Basis of Taxation, Courier-Post(Senior Scoop ), June 30, 2003
  • Planning Can Help Ease Stress of Loved Ones Death, The Hospice of Moorestown VNA, (Volunteer Newsletter), January/February 2003
  • Sponge Tax Reform Soaks The Taxpayer, Estate and Financial Planning Council of Southern New Jersey Newsletter, March/April 2003 issue
  • Final Minimum Required Distribution Regulations Issued By IRS, New Jersey Banker, Winter 2003  
  • Medicare and Medicaid Rules Are Often Complicated, Courier-Post (Senior Scoop), December 17, 2002
  • How To Protect Your Home With A Life Estate Plan, Courier-Post (Senior Scoop), November 19, 2002
  • Variety of Trusts Exist, But Not Everyone Needs One, Courier-Post (Senior Scoop), October 15, 2002
  • Section 529 Plans Make The Grade, The Estate and Financial Planning Council of Southern New Jersey Newsletter, September/October 2002
  • Planning Can Help Ease Stress of Loved Ones Death, Courier-Post (Senior Scoop), October 1, 2002
  • Final Minimum Required Distribution Regulations Issued by the IRS, The Elder Law Section Newsletter of the New Jersey State Bar Association, October 2002
  • Final Minimum Required Distribution Regulations Issued by IRS, Society of Financial Service Professionals Newsletter, July 2002
  • Final Minimum Required Distribution Regulations Issued by IRS, Estate and Financial Planning Council of Southern New Jersey Newsletter, July/August 2002
  • Final Minimum Required Distribution Regulations Issued by IRS, Mercer County Lawyer, July 2002
  • Required-Distribution Regs Finalized, New Jersey Lawyer, July 1, 2002
  • Elder Law Attorneys Help Plan for Today, Tomorrow, Courier-Post (Senior Scoop), May 15, 2002
  • The Tax Relief Act of 2001: Implications for the Elder Law Practitioner (Part II: Planning and Drafting Considerations),The Elder Law Report, May 2002
  • Advance Directives Help with Decision-Making, Courier-Post (Senior Scoop), April 17, 2002
  • Section 529 Plans Make the Grade: Tax Breaks for Education Savings, New Jersey Lawyer, The Magazine, April 2002
  • The Tax Relief Act of 2001: Implications for the Elder Law Practitioner (Part I: Major Provisions Relating to Elder Law), The Elder Law Report, April 2002
  • A Comparison of New Jersey and Pennsylvania Medicaid Regulations, New Jersey State Bar Association (Newsletter of the Elder Law Section), February, 2002
  • Seeking Medicaid Eligibility in New Jersey and Pennsylvania, New Jersey Law Journal, November 19, 2001
  • Pennsylvania and New Jersey Substantially Revise Rules for Powers of Attorney, The Elder Law Report, May, 2001
  • Simplifying IRAs and Retirement Plans, New Jersey Law Journal, May 28, 2001
  • Retirement Planning, published by Practitioners Publishing Company (Author of 2001 update chapter on Charitable Planning, Social Security and Retirement Planning)
  • Radical Changes for IRAs and Retirement Plans: Far Reaching Implications, National Academy of Elder Law Attorneys Tax SIG Newsletter, Winter 2001
  • Retirement Plan and IRA Assets: Estate Planning Considerations, New Jersey Law Journal, November 20, 2000
  • Jurisdictional  Issues in Interstate and International Guardianships, The Elder Law Report, November 2000
  • A Guide to Deductibility of Medical Expenses, NAELA NEWS, March 2000
  • Income Distribution Requirements for Estates And Trusts, National Academy of Elder Law Attorneys Tax SIG Newsletter, Fall 1999
  • Know the Ropes When It Comes To Deducting Medical Expenses, New Jersey Law Journal, August 16, 1999
  • Settlement of Legal Actions for Disabled Plaintiffs,  Mercer County Lawyer, February, 1999
  • A Guide to Deductibility of Medical Expenses, The Estate and Financial Planning Council of Southern New Jersey Newsletter, January/February 1999
  • Modifications Enacted for Roth IRAs, New Jersey Lawyer, January 4, 1999
  • Roth IRAs Revisited, New Jersey State Bar Association (Newsletter of the Elder Law Section), December 1998
  • A Look at the Roth IRA, New Jersey State Bar Association (Newsletter of the Elder Law Section), June 1998
  • Comparing IRAs: Here’s the Lowdown, New Jersey Lawyer, April 13, 1998
  • Retirement Planning published by Practitioners Publishing Company (Author of 1998 update chapter on Charitable Planning)

 

Book Publications:

 

Professional Affiliations:

  • American Bar Association
    • Solo, Small Firm and General Practice Division
      • Chairperson of the Publications Board
      • Liaison to Corporate Sponsorship Committee
      • Social Media Columnist – GP Solo
      • Business Development Columnist – GP Solo eReport
    • Law Practice Management Division
    • Senior Lawyer Division
  • The Association for Continuing Legal Education – The Network for CLE Professionals Worldwide (ACLEA)
    • Co-chair of Entrepreneurs Special Interest Group (2012-2014)
    • Member of Special Committee on Online Communications
    • Member of In the Loop Newsletter Committee
  • National Speakers Association
    • Dean, Philadelphia Chapter Speakers Academy (2015-2016)
    • President of Philadelphia Chapter (2014-2015)
    • Member Advisory Group – National Rebranding Initiative
  • Legal Marketing Association

 

Professional Speaking Engagements:

Upcoming Engagements:

  • September 22, 2016: State Bar of Michigan Solo and Small Firm Conference - Keynote Speaker - “Future Shift: How Lawyers Can Thrive in Midst of Change”; Breakout Sessions - “Time Management: You are Your Own Best Coach”; “Delegation Dynamics”; “Anatomy of a Client Relationship”.

 

Presentations Delivered:

  • July 12, 2016: "10 Steps to Client Relationship Mastery", American Executive Centers, Philadelphia, PA
  • May 6 & 7, 2016: Kansas Bar Association 2016 Solo and Small Firm Conference - Keynote Speaker “Future Shift: How Lawyers Can Thrive in Midst of Change”; Breakout Sessions - “Time Management: You are Your Own Best Coach”; “Delegation Dynamics”;  “Anatomy of a Client Relationship”.
  • May 10, 2016: “The Ethics of Business Development”, American Executive Centers, Philadelphia, PA
  • May 12, 2016 - “The Lawyer’s Guide to Low Cost/No Cost Marketing” ABA Joint Spring Meeting  - Key West, Florida
  • March 30th & 31st, 2016: Client Relationship Mastery; Strategies for Taking Charge of Your Law Practice. Sponsored by ICLEF. Merrillville, Indiana & Indianapolis, Indiana.
  • February 5, 2016: How to Capture and Keep Clients: Marketing Strategies for Lawyers. Sponsored by the American Bar Association. ABA Midyear Conference, San Diego, California.
  • December 17, 2015: The Ethics of Delegation. CLESeminars.com. Live Webinar.
  • December 15, 2015: Keeping Pace with Technology: Choosing Hardware and Software for Lawyers. Sponsored by the American Bar Association. Live Webinar.
  • November 6, 2015: Fear and Loathing with Delegation Dynamics and No Cost/Low Cost Strategies for Getting and Keeping Clients. Presented in cooperation by the Maryland State Bar Association, Inc. 15th Solo and Small Firm Conference, Linthicum, Maryland.
  • November 4, 2015: Marketing Initiatives and Business Development for Female Rainmakers – Ethical Considerations. Hosted by Blume Donnelley Fried Forte Zerres & Molinari, Montclair Golf Club, West Orange, New Jersey.
  • October 28, 2015: Taking Charge: Financial Well-Being. Presented in cooperation with Women, Influence & Power in Law.
  • July 16, 2015: You Are Your Own Best Coach! Presented in cooperation with the Legal Marketing Association – Metro Philadelphia Chapter. Half Day Educational Conference, Philadelphia, Pennsylvania.
  • July , 2015: NJICLE
  • May 7, 2015: The Ethics of Business Development. Hosted by Kaplin Stewart Meloff Reiter & Stein, P.C., Blue Bell, Pennsylvania.
  • May 5, 2015: You Are Your Own Best Coach! Hosted by Babst|Calland, Attorneys at Law, Pittsburgh, Pennsylvania.
  • April 25, 2015: Attorney Business Development Training (Attorneys and Practice Group Leaders). Hosted by Goodsill Anderson Quinn & Stifel, Honolulu, Hawaii.
  • April 18, 2015: Ten Steps to Client Relationship Mastery. ABA GPSolo and NAPABA Western Regional Conference, Honolulu, Hawaii.
  • March 5 & 6, 2015: Strategies for Taking Charge of your Law Practice. Indiana Continuing Legal Education Forum, Ft. Wayne & Indianapolis, Indiana.
  • February 27, 2015: Professional Relationship Mastery. Presented in cooperation with the New Hampshire Bar Association.
  • January 21, 2015: The Lawyer’s Guide to Financial Planning, Brown Bag Session. Hosted by the American Bar Association, Solo, Small firm, General Practice Division.
  • December 1, 2014: Sophisticated Elder Law
  • October 28, 2014: Webinar: Ten Steps to Successful Client Relations and Frim Team Building. NJICLE.
  • October 23-24, 2014: Social Media – Beyond Marketing and Law Practice in a Social Media Environment; Salem/Roanoke County Bar Association 2014 Fall CLE Seminar; Sponsored by FindLaw®. Roanoke, VA.
  • October 10, 2014: Social Media as a Marketing Tool; Sponsored by Professional Services Marketing Association.
  • September 17, 2014: Social Media as a Marketing Tool; Sponsored by Professional Services Marketing Association.
  • June 25, 2014: The Ethics of Delegation; Sponsored by Shook, Hardy & Bacon, LLP.; Update of the Law 11th Annual CLE.
  • June 6, 2014: Technical Revolution/Ethical Evolution for Lawyers; Sponsored by the Indiana State Bar Association.
  • June 5, 2014: The Lawyer’s Guide to Financial Security; Sponsored by the Indiana State Bar Association.
  • May 1, 2014: Social Media - Beyond Marketing; Social Media as a Marketing Tool - Ethical Implications; Sponsored by the Indiana State Bar Association - Fifth Annual Health Law Symposium Sponsored by the ISBA Health Law Section.
  • May 15, 2014: Principles of Financial Security for the Savvy Lawyer; Sponsored by the State Bar of Arizona.
  • May 15, 2014: Strategies for Taking Charge of Your Law Practice; Sponsored by the State Bar of Arizona.
  • March 17, 2014: Technical Revolution/Ethical Evolution; Sponsored by the Pennsylvania Bar Institute.
  • March 17, 2014: Strategies for Taking Charge of Your Law Practice. Sponsored by the Pennsylvania Bar Institute.
  • March 13, 20014: Strategies for Taking Charge of Your Law Practice. Sponsored by ICLEF; Indianapolis, IN.
  • March 12, 2014: The Ethics of Legal Marketing & Law Practice in a Social Media Environment; Sponsored by ICLEF; Merrillvill, IN.
  • March 12, 2014: Strategies for Taking Charge of Your Law Practice. Sponsored by ICLEF; Merrillville, IN.
  • November 19, 2013: Ethics and Professionalism Considerations in an Elder Law and Special Needs Practice. Presented in cooperation with the NJSBA Elder & Disability Law Section. New JerseyLaw Center, New Brunswick, NJ
  • November 15, 2013: Strategies to Take Charge of Your Law Practice and Technical Revolution/Ethical Evolution. Sponsored by Bridge the Gap Institute.
  • October 4, 2013: The Lawyers’ Guide to Attaining Financial Security; Sponsored by the ABA Solo, Small Firm & General Practice Division; Hyatt Regency Lexington, Lexington, KY.
  • September 21, 2013: Strategies to Take Charge of Your Law Practice and Technical Revolution/Ethical Evolution; Webinar; Sponsored by Legal Seminar Institute.
  • August 10, 2013: A Lawyers’ Guide to Attaining Financial Security; Primary Sponsor: Solo, Small Firm and General Practice Division; American Bar Association Annual Meeting, San Francisco, CA
  • May 24, 2013: Technical Revolution/Ethical Evolution; Sponsored by the ABA Solo, Small Firm & General Practice Division, ABA 2013 Spring Leadership Meeting, Anchorage, AK
  • June 21, 2013: Strategies for Taking Charge of Your Law Practice and Technical Revolution/Ethical Evolution; Sponsored by the Nebraska State Bar Association, Lincoln, NE.
  • May 8, 2013: Hospice Care: Practical Information and Personal Reflections; Co-Sponsored by the New Jersey State Bar Foundation and the New Jersey State Bar Association’s Elder Law and Disability Law Section, New Jersey Law Center, New Brunswick, NJ.  
  • March 14, 2013: The Ethics of Law Practice & Legal Marketing in a Social Media Environment and Take Charge of Your Life: Personal & Professional; Sponsored by ICLEF, ICLEF Conference Facility, Indianapolis, IN
  • December 19, 2012: Strategies for Taking Charge of Your Life and Your Law Practice - Webinar 12:00PM 1:00PM EST
  • November 8, 2012: The Ethics of Legal Marketing in a Social Media Environment; Sponsored by HylandLevin LLP, Attorneys at Law, Marlton, NJ
  • October 7, 2012: The Ethics of Legal Marketing and Law Practice in a Social Media Environment and Take Charge of Your Life: Personal & Professional - Seton Hall Law School, Newark NJ - Sponsored by Bridge the Gap
  • July 30, 2012: Delegation Dynamics; 48th annual meeting of Association of Continuing Legal Education, Denver, Colorado
  • July 25, 2012: Social Media in the Litigation Context; Live CLE Webinar, Sponsored by the Alaska Bar Association.
  • July 18, 2012: Social Media as a Marketing Tool for Lawyers; Live CLE Webinar, Sponsored by the Alaska Bar Association.
  • July 11, 2012: Introduction to the Use of Social Media Platforms in the Law Office Context; Live CLE Webinar, Sponsored by the Alaska Bar Association.
  • June 20, 2012: The Ethics of Legal Marketing and Law Practice in a Social Media Environment; Sponsored by Ameriprise - Goldsmith & Associates. Woodcrest Country Club, Cherry Hill, New Jersey
  • March 29, 2012: Take Charge of Your Life - Personal and Professional; Sponsored by Ameriprise Financial - Goldsmith & Associates, Cherry Hill, NJ
  • March 22, 2012: Special Needs Planning - Key Issues and Emerging Trends; Sponsored by The Estate and Financial Planning Council of Southern New Jersey, Mt. Laurel, NJ
  • March 7, 2012: Protect Yourself from Malpractice - A Strategic Approach; Sponsored by Ameriprise Financial, Morristown, NJ
  • February 10, 2012: Topics: Take Charge of Your Life: Personal and Professional and The Ethics of Law Practice and Legal Marketing in a Social Media Environment - Sponsored by MoBarCLE, St. Louis, MO
  • February 9, 2012: Topics: Take Charge of Your Life: Personal and Professional and The Ethics of Law Practice and Legal Marketing in a Social Media Environment - Sponsored by MoBarCLE, St. Louis, MO
  • December 15, 2011: Client Relationship Mastery - Sponsored by Ameriprise Financial - Goldsmith & Associates
  • November 8, 2011: Sophisticated Elder Law 2011/Topic - Professionalism, Marketing and Ethical Issues in Practicing Elder and Special Needs Law - Sponsored by the Institute of Continuing Legal Education - NJ
  • October 26, 2011: Ethics of Law and Legal Marketing in a Social Media Environment - Sponsored by the Mercer County Bar Association
  • October 14, 2011: Client Relationship Mastery - Sponsored by the Atlantic County Bar Association
  • July 26, 2011: Sherman Silverstein, In House Seminar; Topic - Take Charge of Your Life - Personal and Professional
  • July 18, 2011: Borger Jones Matez & Keeley-Cain, In House Seminar; Topic - Client Relationship Mastery
  • June 23, 2011: Borger Jones Matez & Keeley-Cain, In House Seminar; Topic - Legal Fee Arrangements - Ethical Implications and Practical Applications
  • June 14, 2011: Sterns & Weinroth, In House Seminar; Topic - Take Charge of Your Life - Personal and Professional
  • May 10, 2011: Senior Citizens’ Law Day Conference (NJ State Bar Foundation); Topic - Tax and Financial Aspects of Retirement Plans
  • November 22, 2010: New Jersey Institute for Continuing Legal Education; Topic - Power Strategies for the Profitable Law Firm
  • October 14, 2010: Senior Real Estate Specialist; Topic - Senior Legal Issues (Sponsored by Marovich Business Institute)
  • May 26, 2010: Private Seminar; Topic: Estate Planning and asset Preservation for Professionals “Focus on the Home”
  • May 12, 2010: Alloy Silverstein, Private In House Seminar; Topic – Estate Tax Update
  • January 14, 2010: Gloucester County Bar Association; Topic - Take Charge of Your Life - Personal and Professional
  • December 9, 2009: Academy of Special Needs Planners; Webinar; Topic - Power Strategies for the Profitable Law Firm
  • May 20, 2009: Parkinson’s Disease Support Group of the Central Delaware Valley; Topic - Estate Planning and Elder Law
  • May 6, 2009: New Jersey State Bar Foundation - Senior Citizen Law Day Conference; Topic - Strategies for Seniors
  • March 20, 2009: Alzheimer’s Association Delaware Valley Chapter; Family Caregiver Training; Topic - Legal and Financial Issues
  • February 26, 2009: Burlington County Bar Association; Topic - Take Charge of Your Life - Personal and Professional
  • February 10, 2009: Academy of Special Needs Planners; Webinar; Topic - Parents of Children with Special Needs Entitled to Income Tax Benefits
  • February 3 - 5, 2009: The Massachusetts Chapter of the National Association of Insurance and Financial Advisors (NAIFA); Topic - Strategic Planning for an Aging Population
  • January 29, 2009: Cumberland County Bar Association; Topic - Take Charge of Your Life - Personal and Professional
  • January 28, 2009: Mercer County Bar Association; Topic - Take Charge of Your Life - Personal and Professional
  • December 10, 2008: New Jersey Institute For Continuing Legal Education, Sophisticated Elder Law Concepts XIV; Topic - Public Benefits in the Context of Divorce
  • November 25, 2008: Camden County Bar Association; Topic - Take Charge of Your Life, Personal and Professional
  • November 11, 2008: Caregiver Support Group, Village Grande, West Windsor: Topic - Asset Protection
  • October 30, 2008: VA Medical Center; Topic - Learn About Your Employee Benefits: Designating Beneficiaries, Wills, Estates and Trusts
  • September 10, 2008: New Jersey State Bar Foundation: Topic - Planning for a Secure Retirement
  • July 22, 2008: UBS Financial: Topic - Strategic Planning for an Aging Population
  • June 25, 2008: Million Dollar Round Table - Toronto Canada: Topic - Strategic Planning for an Aging Population
  • June 12, 2008: Greenwood House - Ewing, New Jersey: Topic - Estate Planning and Elder Law
  • May 22, 2008: Service One Association of Realtors for the Senior Real Estate Specialist - Cherry Hill, New Jersey: Topic - Senior Legal Issues
  • April 30, 2008: PESI - Columbia, Maryland: Topic - Special Needs Trusts and Estate Planning
  • April 29, 2008: PESI - Arlington, Virginia: Topic - Special Needs Trusts and Estate Planning
  • April 22, 2008: Elder and Disabilities Law Section of New Jersey State Bar Association - New Brunswick, NJ: Topic - Strategies for Protecting Older Citizens
  • April 17, 2008: PESI - Cherry Hill, New Jersey; Topic - NJ Elder and Disability Law Update 2008
  • April 11, 2008: Elder Law Section of New Jersey State Bar Association, Elder Law Retreat - Philadelphia, PA; Topic - Asset Protection under the DRA
  • March 27, 2008: PESI - Iselin, New Jersey; Topic - NJ Elder and Disability Law Update 2008
  • March 19, 2008: PESI - Garden City, New York; Topic - Special Needs Trusts and Estate Planning
  • March 18, 2008: PESI - White Plains, New York; Topic - Special Needs Trusts and Estate Planning
  • February 20, 2008: Camden County Bar Association; Topic - Special Needs Trusts
  • December 12, 2007: New Jersey Association of Public Accountants - Central Jersey Chapter; Topic - Asset Protection Strategies For The Elderly In The Aftermath of Medicaid Reform
  • December 12, 2007: New Jersey Institute For Continuing Legal Education; Sophisticated Elder Law Concept XIII; Topic - ILITs and Other Trusts as Beneficiaries of Qualified Trusts
  • December 5, 2007: New Jersey Institute For Continuing Legal Education; 58th Semi-Annual Tax and Estate Planning Forum; Topic - Protection From Medicaid Liability for Litigation Proceeds and Other Assets Using Self-Settled (d)(4)(A) Trusts
  • December 4, 2007: Service One Association of Realtors for the Senior Real Estate Specialist; Topic - Senior Legal Issues
  • November 26, 2007: National Business Institute; Topic - Qualifying for Government Benefits
  • November 14, 2007: Polish American Club; Topic - Elder Law
  • November 13, 2007: DuPont Veterans; Topic - Estate Planning
  • November 9, 2007: Service One Association of Realtors for the Senior Real Estate Specialist; Topic - Senior Legal Issues
  • September 25, 2007: New Jersey Association of Public Accountants; Topic - Aging Trends and Key Issues for Which Elder Persons Need to Plan
  • September 12, 2007: Pares and Spares, Presbyterian Church in Woodbury; Topic - Medicaid Planning
  • July 18, 2007: VA Medical Center; Topic - Learn About Your Employee Benefits: Designating Beneficiaries, Wills, Estates and Trusts
  • June 21, 2007: Service One Association of Realtors for the Senior Real Estate Specialist; Topic - Senior Legal Issues
  • February 28, 2007: Gitterman & Sacks, LLC; Topic - Keys to Financial Security
  • February 1, 2007: PESI; Administering Special Needs Trusts
  • December 14, 2006: Coldwell Banker Elite; Topic - Elder Care
  • December 7, 2006: Senior Care Center of Delran Re: Home Based Caregiving: A Guide to Creating a Therapeutic Environment
  • November 29, 2006: Mercer County Bar Association, Extreme CLE; Topic - New Guardianship Statute
  • November 16, 2006: National Business Institute; Topic - Fundamental Issues in Elder Law
  • November 2, 2006: Service One Association of Realtors for the Senior Real Estate Specialist; Topic - Elder Care
  • October 25, 2006: Gitterman & Sacks, LLC; Topic - Keys to Financial Security
  • October 25, 2006: New Jersey Institute for Continuing Legal Education: Sophisticated Elder Law Concepts XII; Topic - Beneficiary Designations in Medicaid and Estate Planning
  • October 15 - 17, 2006: Society of Financial Service Professionals Financial Service Forum 2006 in Palm Springs, CA; Topic - Asset Protection Strategies for the Elderly in the Aftermath of Medicaid Reform
  • October 12, 2006: New Jersey Institute for Continuing Legal Education: Legal Ethics for Transactional Attorneys; Topic - Ethical Issues for Trust Attorneys and Estate Planning Practitioners
  • September 20, 2006: Four Seasons Retirement Community; Topic – Protecting your Assets
  • July 12, 2006: New Jersey Institute for Continuing Legal Education: Ninth Annual Elder & Disability Law Symposium; Topic - Expanding your Fiduciary Counseling Practice: Advising the SNT Trustee and Dealing with Challenging Assets
  • May 24, 2006:  New Jersey Association of Public Accountants, South Jersey - West Chapter; Topic - Asset Protection Strategies for the Elderly in the Aftermath of Medicaid Reform
  • May 9, 2006: New Jersey Association of Insurance and Financial Advisors; Topic - Medicare Modernization Act
  • April 2, 2006: Mid-Atlantic Sir Speedy Owners Association Spring Fling; Topic - Estate Planning
  • March 14, 2006: Service One Association of Realtors for the Senior Real Estate Specialist; Topic - Senior Legal Issues
  • March 8, 2006: Lorman Education Services; Topic - Planning for Incapacity and Medicare Modernization Act
  • February 24, 2006: The Mercer/Hunterdon County Chapter of the New Jersey Society of CPAs; Topic - Asset Protection Planning
  • December 14, 2005: New Jersey Institute for Continuing Legal Education, 54th Semi-Annual Tax & Estate Planning Forum; Topic - Who is the Client in the Context of Estate Planning and Estate Administration?
  • December 7, 2005: NAIFA Tri-County; Topic - Medicare Modernization Act
  • December 6, 2005: Service One Association of Realtors for the Senior Real Estate Specialist; Topic - Senior Legal Issues
  • November 16, 2005: New Jersey Institute for Continuing Legal Education, Sophisticated Elder Law XI; Topic -  Hospice: A Caregiver’s Viewpoint
  • September 22, 2005: Service One Association of Realtors for the Senior Real Estate Specialist; Topic - Estate Planning
  • July 26, 2005: Congregation B’nai Tikvah; Topic - Living Wills and Health Care Powers of Attorney
  • June 22, 2005: New Jersey Association of Public Accountants; Topic - Asset Protection and Estate Planning
  • June 21, 2005: Underwriters Marketing Service; Topic - Retirement Planning and IRA Strategies
  • June 11 & 12, 2005:  MediPro/University of Florida Set Aside Program (Minneapolis, Minnesota); Topic - Basic Principles of Medicaid, SSI, SSDI and Special Needs Trusts
  • June 8, 2005:  New Jersey Institute for Continuing Legal Education; Topic - Hidden Drafting and Tax Issues in Charitable Bequests
  • May 23, 2005: Commerce Bank (Insurance Division); Topic - Medicare Modernization Act
  • May 17, 2005: Society of Financial Service Professionals; Topic - Legal Aspects of Elder Care
  • November 30, 2004: New Jersey Institute for Continuing Legal Education; Sophisticated Elder Law X; Topic - Personal Residence Transactions: Tax Considerations
  • November 3, 2004: Mercer County Bar Association; Topic - Will Drafting Considerations
  • May 25, 2004: Service One Association of Realtors for the Senior Real Estate Specialist; Topic - Estate Planning
  • May 20, 2004: National Academy of Elder Law Attorneys 2004 Symposium; Hilton Head, South Carolina; Topic - Wills, Living Trusts and Basic Taxation
  • May 5, 2004: New Jersey State Bar Foundation; Topic - Estate Planning Basics (Senior Citizens Day)
  • March 30, 2004: Jewish Federation; Topic - IRA Distribution Planning
  • March 24, 2004: B’Nai Tikvah; Topic - Estate Planning
  • February 18, 2004: Sovereign Bank; Topic - How to Legally and Effectively Protect Your Assets From The High Cost of Long Term Care
  • January 28, 2004: Camden County Bar Association; Topic - Estate Planning: What Every Attorney Needs To Know
  • November 18, 2003: Service One Association of Realtors for the Senior Real Estate Specialist; Topic - Estate Planning
  • October 25, 2003: Association of Trial Lawyers of America, New Jersey; Topic - Expanding Your Practice
  • September 19, 2003: New Jersey Institute for Continuing Legal Education; Topic - Annuities: Tax Traps, Tax Disasters
  • September 17, 2003: New Jersey Association of Public Accountants, (South Jersey West Chapter); Topic - Planning Strategies Under the New 401(a)(9) IRA Distribution Regulations
  • July 11, 2003: Berkshire County, Massachusetts, Estate Planning Council; Topic - Section 529 Plans
  • June 11, 2003: Institute for Continuing Legal Education; Topic - Estate Planning
  • May 15, 2003: Symposium at National Academy of Elder Law Attorneys, Miami Beach Florida; Topic - Estate Planning
  • April 16, 2003: Delaware Valley Parkinson Support Group; Topic - Elder Law
  • April 2, 2003: Southern New Jersey Arthritis Center; Topic - Elder Law
  • February 20, 2003: ENCORE Group; Topic - Elder Law
  • February 1, 2003: Institute for Continuing Legal Education; Topic - Drafting Elder Law Documents
  • January 13, 2003: Atco Seniors Group; Topic - Asset Protection
  • January 14, 2003: Echo, Inc.; Topic - Estate Planning & Asset Protection
  • December 11, 2002: Institute for Continuing Legal Education; Topic - Sophisticated Elder Law VIII (Using The Office of the Ombudsman to Resolve Long Term Care Issues)
  • November 21, 2002: Estate and Financial Planning Council; Topic - Tax Law Updates
  • May 16, 2002: New Jersey Bankers Association; Topic - IRA Distribution Planning Under The New Regulations
  • March 21 and 22, 2002: New Jersey State Bar Association Elder Law Section Retreat; Topic - Section 529 Plans Make the Grade
  • February 19, 2002: TPS Brokerage; Topic - Radical Changes for IRAs & Retirement Plans:  Far Reaching Implications
  • January 16, 2002: Camden County Bar Association - Probate and Trust Committee; Topic - New Medicaid Regulations in New Jersey
  • Estate Planning in Light of Economic Growth and Tax Reconciliation Act of 2001: Audio Seminar presented on the Internet (Institute for Continuing Legal Education)
  • December 14, 2001: Institute for Continuing Legal Education; Topic - Guardianship Basics (Interstate and International Guardianship Issues)
  • December 12, 2001: Institute for Continuing Legal Education 46th Semi-Annual Tax & Estate Planning Forum; Topic - Radical Changes for IRAs and Retirement Plans: Far Reaching Implications
  • November 28, 2001: Institute for Continuing Legal Education; Topic - Sophisticated Elder Law Concepts VII (Comparison of Medicaid Rules in Pennsylvania and New Jersey)
  • November 8, 2001: Professional Education Systems, Inc.; Topic - New Jersey Medicaid and Estate Planning Update 2001 (IRA Distribution Planning)
  • September 14, 2001: Vineland Developmental Center; Topic - Overview of Legal Issues to be Addressed on Behalf of the Aged Developmentally Disabled Person
  • Estate Planning in a Nutshell: How to log on to this free audio seminar: Visit the website at www.njicle.com and click on the link “Free Audio Seminar” and follow the simple instructions
  • June 20, 2001: The South Jersey Woman to Woman Networking Group; Topic - A Guide to Protecting your Wealth: Top 10 Estate Planning Issues for Women!
  • March 27, 2001: Tax Planning Seminar;  Topic - Radical Changes for IRAs & Retirement Plans:  Far Reaching Implications
  • March 22 and 23, 2001: New Jersey State Bar Association Elder Law Section Retreat; Topic - IRAs and Retirement Plans
  • December 8, 2000: Sophisticated Elder Law Concepts VI.; Topic - IRA Distribution Strategies
  • October 30 & 31, 2000: New Jersey Institute for Continuing Legal Education (Skills and Methods Course); Topic - New Jersey Will Drafting and Probate Practice
  • June 14, 2000: Camden County Bar Association; Topic - New Power of Attorney Statute (New Jersey)
  • June 13, 2000: Camden County Bar Association; Topic - Cutting Edge Estate Planning Techniques: Estate Planning in New Jersey following the Repeal of the Rule Against Perpetuities
  • April 5, 2000: Institute for Continuing Legal Education; Topic - Lets Write a Will
  • January 11, 2000:  Institute for Continuing Legal Education; Topic -   Keeping Your Elderly Clients Out Of Nursing Homes: Assisted Living and Home Care in New Jersey
  • November 13, 1999: Caregivers Conference sponsored by The Alzheimer’s Association - South Jersey Chapter; Topic - Legal and Financial Decisions: Options for Caregivers
  • November 1 & 2, 1999: New Jersey Institute for Continuing Legal Education (Skills and Methods Course); Topic - New Jersey Will Drafting and Probate Practice
  • October 27, 1999: New Jersey Association of Public Accountants, South Jersey - West Chapter; Topic - Estate Planning and Elder Law Issues
  • September 23, 1999: National Business Institute; Topic - Income Tax Planning for Estates and Trusts
  • September 22, 1999: New Jersey Institute for Continuing Legal Education;  Sophisticated Elder Law V;  Topic - Income Tax Issues Affecting Seniors
  • June 23, 1999: Senior Attorneys Workshop sponsored by the Camden County Bar Associations Senior Attorney Committee; Topic - Estate Planning
  • April 29, 1999: Chair of and Speaker at Senior Citizens Law Day Conference sponsored by the New Jersey State Bar Foundation; Topic - Aging and the Law: Planning for the Golden Years
  • April 20, 1999: Speaker at a Seminar on Ethical Considerations and Malpractice Prevention sponsored by Young Lawyers Committee of the Camden County Bar Association
  • March 19, 1999: National Business Institute; Topic - New Jersey Elder Law (Taking Control of the Planning Process)
  • November 2 & 3, 1998: New Jersey Institute for Continuing Legal Education (Skills and Methods Course); Topic - New Jersey Will Drafting and Probate Practice
  • May 28, 1998: Law Day Speaker at Senior Law Day held at Headquarters of New Jersey State Bar Association (addressed 200 Senior Citizens on the topic of estate planning)  
  • May 28, 1998: Speaker at Seminar on Elder Law Issues for Senior Lawyers sponsored by the Senior Attorneys Committee of the Camden County Bar Association
  • January 16, 1998: National Business Institute; Topic - New Jersey Elder Law
  • November 20, 1997: Camden County Bar Association; Topic: Supplemental Needs Trusts
  • August 6, 1997: New Jersey Institute for Continuing Legal Education; Topic: Tax Aspects of Elder Law
  • October 16, 1996: A Financial & Estate Planning for Women; Sponsored by the West Jersey Health & Hospital Foundation
  • September 7, 1995: Elder Law Issues; Sponsored by Cardinal Village Retirement Community
  • June 24, 1995: American Academy of Estate Planning Attorneys Summit Topic: Estate Planning and Divorce (Addressed 100 Estate Planning Attorneys at a National Conference)
  • January 19, 1991: Institute for Continuing Legal Education (NJ)  Topic: Basic Chapter 13 Practice

 

Contributions:

  • September 2015: How to Capture and Keep Clients – Marketing Strategies for Lawyers
  • October 16, 2014: Social Media in the Law Firm Setting. State Bar of Arizona, CLE Snippet.
  • October 16, 2014: The Lawyer’s Guide to Financial Planning. State Bar of Arizona, CLE Snippet.
  • October 15, 2014: The Modern Law Firm’s Guide to Low Cost/No Cost Marketing. State Bar of Arizona, CLE Snippet.

 

 

Webinars:

  • March 22, 2016: 2016 Revenue Roadmap for Attorney Rainmakers.
  • February 1, 2016: 2016 Revenue Roadmap for Female Attorney Rainmakers.
  • December 15, 2015: Keeping Pace with Technology: Choosing Hardware and Software for Lawyers. Sponsored by the American Bar Association. Live Webinar. 
  • April 1, 2015: The Legal Connection
  • December 19, 2014: Delegation Dynamics. The Legal Connection.
  • November 17, 2014: Modern Marketing Strategies for Lawyers. Sponsored by LexisNexis Small Law. https://youtu.be/ceqUOa3AUfA

 

Video Blogs:

 

Awards and Accolades:

  • National Speakers Association, Philadelphia Chapter Member of the Year, 2014-2015
  • SmallLaw Pick of the Week Award (Recognized article “Low-Cost (or No-Cost) Marketing for Lawyers” as “must read” article for solo practitioners and those who manage and work in small law firms
  • November 2011 - Estate and Financial Planning Council of Southern New Jersey Past President Gavel
  • September 2009 - Named as an Awesome Attorney by South Jersey Magazine
  • April 2009 - National Speakers Association, New Jersey Chapter (NSA-NJ) Member of the Month
  • March 2008 - Named as a Formidable Female by South Jersey Business Trends
  • February 2008 - NJBIZ Best 50 Women in Business Award
  • September 2007 - Featured by South Jersey Magazine as an Awesome Attorney
  • May 2006 - Alzheimer’s Association Kaleidoscope Award
  • September 2005 – present: Accredited Estate Planning Attorney

 

Representative Engagements (Law Firms):

  • Goodsill Anderson Quinn & Stifel, Honolulu, HI
  • Babst Calland, Pittsburgh, PA
  • Kaplin Stewart Meloff Reiter & Stein, P.C., Blue Bell PA
  • Blume Donnelley Fried Forte Zerres & Molinari, Chatham, NJ
  • Shook, Hardy & Bacon, LLP, Philadelphia, PA
  • Hyland Levin, LLP, Marlton, NJ
  • Sherman, Silverstein, Kohl, Rose & Podolsky, P.A., Moorestown, NJ
  • Borger Jones Matez & Keeley-Cain, Cherry Hill, NJ
  • Sterns & Weinroth, Trenton, NJ
  • Alloy Silverstein, Cherry Hill, NJ
  • Gitterman & Sacks, LLC, Edison, NJ
  • Gibson Law Office, Lafayette, IN
  • Tracey Spencer Walsh, Esq., New York, NY

 

Past Activities:

  • Philadelphia Estate and Financial Planning Council (2006 – 2010)  
  • Estate and Financial Planning Council of Southern New Jersey
    • President (June 2005 - June 2006)
    • First Vice President (June 2004 - June 2005)
    • Second Vice President (May 2003 - June 2004)
    • Secretary (May 2002 - May 2003)
  • National Academy of Elder Law Attorneys
    • Treasurer, New Jersey Chapter (June 2006)
  • New Jersey State Bar Association
    • Secretary of New Jersey State Bar Association’s Elder Law Section (June 2000 – June 2003)
    • Co-Editor of Newsletter of Elder Law Section (June 1999 to June 2000)
    • Legislative Coordinator for Elder Law Section (June 1996 - June 1997)
    • Liaison for the Elder Law Section (June 1997 - June 1998)
    • Chairperson of Outreach Committee for Senior Citizens (June 1998-June 1999)
    • Chairperson of Senior Citizens Law Day (June 1998-June 1999)
    • Member of Real Property, Probate and Trust Law Section
  • Camden County Bar Association
    • Co-Chair of the Elder Law and Disability Committee
    • Committee on Elderly
    • Probate and Trust Committee
    • Taxation Committee
    • Society of Financial Service Professionals (South Jersey Chapter)
  • Mercer County Bar Association
    • Women Lawyers Committee
    • Continuing Legal Education Committee

 

Television Appearances:

  • January 29, 2007: Guest Appearance on Fox 29; Topic: the New Pennsylvania Living Will Law
  • November 19, 2006: Guest Appearance on Legally Speaking; Topic: Elder Law Basics: Planning and More
  • November 23, 2005: Guest Appearance on Law Talk; Topic: Elder Law & Estate Planning
  • February 8, 2005: Guest Appearance on Your Morning on CN8; Topic: Personal Tax Filing
  • January 26, 2005: Guest Appearance on Good Day Philadelphia; Topic: Why it’s so important to plan for retirement early
  • January 5, 2005: Guest Appearance on Law Talk; Topic:  Income Tax Planning
  • December 30, 2004: Guest Appearance on Good Day Philadelphia; Topic: Tax Tips for Years End
  • October 12, 2004: Guest Appearance on Money Matters on CN8: Topic: Keri Decision
  • October 8, 2004: Guest Appearance on Good Day Philadelphia; Topic: Elder Law and What Legal Steps Should Be Taken Once A Family Member is Diagnosed With Alzheimer’s
  • September 22, 2004: Guest Appearance on Legal Line; Topic: Keri Decision
  • August 31, 2002: Guest Appearance on WB17; Topic: State Tax New Jersey is Imposing on Plastic Surgery
  • July 16, 2002: Guest Appearance on Legal Line aired on Comcast Cable, Channel 2; Topic: “Tax Techniques for the Year 2002"
  • March 15, 2001: Guest Appearance on Legal Line aired on Comcast Cable, Channel 2; Topic: Issues Affecting the Elderly
  • March 31, 1999: Guest Appearance on The Law and You aired on Garden State Cable, Channel 2; Topic: Tax Tips for 1999
  • January 5, 1999: Guest Appearance on Legal Line aired on Garden State Cable, Channel 2 and for non-cable subscribers on WPSJ-TV Channel 8; Topic: Navigating the Maze of Medicare/Medicaid Planning

 

Radio Appearances:

  • June 29, 2002: Guest Appearance on Legal Perspectives aired on WPEN 950AM; Topic: Long Term Care Planning
  • June 30, 2002: Guest Appearance on A Closer Look aired on WPHT 1210AM; Topic: Long Term Care Planning

 

Professional Experience:

  • January 2010 - Present
  • Director of Attorney Development
  • Business Development Leader
  • January 2010 - April 2011
    • Of Counsel - Rothamel Bratton Attorneys at Law
  • Private Practice - Sharp Bratton Attorneys at Law (2003 - 2009)
    • Main office - Haddon Heights, New Jersey
    • Branch office - Lawrenceville, New Jersey
  • Law Office of Cynthia Sharp (1993 - 2003)
    • Main office - Haddon Heights, New Jersey
    • Branch office - Lawrenceville, New Jersey
  • Jenkins and Jenkins - Partner (1984 - 1993)
  • March 1983 to June 1984
    • Associate, Pepper, Hamilton & Scheetz (Tax Department) Philadelphia, Pennsylvania
  • May 1982 to March 1983
    • Associate, Rawle & Henderson (Tax Department) Philadelphia, Pennsylvania
  • March 1980 to July 1981
    • Research Assistant, Georgetown University Law Center, Peter Weidenbruch, Dwan Professor of Taxation
  • March 1980 to May 1981
    • Staff Member, United States Senate Finance Committee under Chairmanship of Senator Robert Dole
  • September 1978 to March 1980
    • Law Clerk, Federal Trade Commission, Antitrust Division
  • June 1976 to September 1978
  • Staff Member, Summary of Proceedings and Debate under auspices of Joint Committee on Congressional Operations (U.S. House of Representatives)

 

Community Activities:

  • Alzheimer’s Association (Delaware Valley Chapter)
    • Event Chair, Spring Golf Classic (2000, 2001, 2002, 2003, 2004, 2005, 2006, 2007, 2008, 2009)
    • Chairman of Development Committee (November 2000 - November 2002)
    • Member of Development Committee (November 2000 - present)
    • President of Board of Directors (November 1998 - November 2000)
    • Member of Board of Directors (June 1998 - present)
    • Gala  Committee Co-Chair 1999 and 2000
    • Gala Committee member 1998
  • Teal Magnolias (2005)
    • Fashion Extravaganza Committee:
      • Benefits the Southern New Jersey Division of The National Ovarian Cancer Coalition
  • Lakes of Alluvium Condominium Association (January 2001 – January 2003)
    • Vice President, Board of Directors
  • Borough of Haddon Heights Municipal Coordinator for the Camden County Office on Aging (January 1997 - January 1998)
  • Regular Volunteer at Camden County Office on Aging:
    • Consult with elderly clients, Honored at Annual Volunteer Luncheon
  • Temple Beth Sholom, Cherry Hill, New Jersey
    • Member of Mitzvah Day Committee
  • Jewish Federation of Southern New Jersey (January 2004 - 2006)
    • Professional Advisory Committee
    • Member of Board of Trustees
    • Co-Chair of Professional Advisory Committee (January 2004 - 2006)
    • Co-Chair AJA Day at Woodcrest Country Club (2004)
  • Jewish Community Foundation
    • Member of Lions of Judah
    • Member of Board of Directors (June 2004 - 2006)
  • Woodcrest Country Club, Cherry Hill, New Jersey
    • Member of Board of Directors (2004 - 2005)
    • Rules Committee
    • Membership Committee