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PROFESSIONAL VITA
Director of Continuing Legal Education
The Sharper Lawyer
Bar Memberships:
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- New Jersey (1982)
- Pennsylvania (1982)
- District of Columbia (1981)
Awards and Accolades:
Education:
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- 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 through 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
Professional Affiliations:
- The Network for CLE Professionals Worldwide (April 2010 – present)
- Co-Chair of Entrepreneurs SIG (July 2012 - present)
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- American Bar Association
- Law Practice Management Section
- General Practice, Solo & Small Firm Division
- National Speakers Association
- National Association of Consumer Bankruptcy Attorneys (2009 – 2010)
- Academy of Special Needs Planners
- Advisory Board (September 2009 - December 2009)
- 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
PAST ACTIVITIES
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- 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
Community Activities:
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- 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
Professional Speaking Engagements:
THE SHARPER LAWYER
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- December 19, 2012: Strategies for Taking Charge of Your Life and Your Law Practice - Webinar 12:00PM 1:00PM EST
- December 7, 2012: Technical Revolution - Ethical Evolution; Sponsored by NJ ICLE and NJ SBA Elder & Disablility Law Section. New Jersey Law Center, New Brunswick, NJ
- 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, NJ
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March 29, 2012: Take Charge of Your Life: Personal and Professional - Sponsored by Ameriprise Financial - Goldsmith & Associates. Woodcrest Country Club, 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
- 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
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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
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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
- 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, New Jersey. 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, Pennsylvania. 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. Topic- Administering Special Needs Trusts
- December 14, 2006: Coldwell Banker Elite. Topic - Elder Care
- December 7, 2006: Senior Care Center of Delran. Topic - 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, California. 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 – Let's 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: 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
Television Appearances:
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- 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:
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- 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:
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- January 2010 - Present
- Director of Continuing Legal Education
- The Sharper Lawyer
- January 2010 - April 2011
Of Counsel - Rothamel Bratton Attorneys at Law
- 2003 – 2009
Private Practice - Sharp Bratton Attorneys at Law
Main office - Haddon Heights, New Jersey
Branch office - Lawrenceville, New Jersey
- 1993 – 2003
Law Office of Cynthia Sharp
Main office - Haddon Heights, New Jersey
Branch office - Lawrenceville, New Jersey
- 1984 – 1993
Jenkins and Jenkins - Partner
- 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)
Representative Publications:'
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- Mercer County Bar Association Newsletter, October 2011: Improving Your Law Firm’s Bottom Line: Part Two
- Mercer County Bar Association Newsletter, August 2011: Improving Your Law Firm's Bottom Line: Part One
- Equipping Our Lawyers, August, 2011 PA CLE Annual Provider Conference Notes
- Equipping Our Lawyers, April 7, 2011 Spotlight Article: Mandatory CLE: Let's Stop Playing Time Games and Get Serious About Learning!
- New Jersey Law Journal, March 21, 2011 Parents of Children with Special Needs Entitled to Income Tax Benefits
- Mercer County Lawyer, February 2009 Public Benefits In The Context of Divorce
- The Straight Word, February 2009 Public Benefits In The Context of Divorce
- The Barrister, December 2008 The Special Sister
- Round The Table, (Official Publication of the Million Dollar Round Table), July/August 2008 Five Estate Mistakes
- The Barrister, March 2008 Special Needs Trusts Part II
- The Barrister, February 2008 Special Needs Trusts Part I
- The Barrister, November 2007 Medicare: What You Need to Know Part II
- The Barrister, October 2007 Medicare: What You Need to Know Part I
- The Barrister, June 2007 Appointment of Funeral Agent Authorized by the Cemetery Act
- New Jersey Law Journal, Benefit the Right Beneficiary
- Estate and Financial Planning Council of Southern New Jersey Newsletter, March/April 2006 Hospice Care: Practical Information and Personal Reflections Part II
- New Jersey Law Journal, March 13, 2006 In Estate Planning, Who Is The Client?
- Estate and Financial Planning Council of Southern New Jersey Newsletter, January/February 2006 Hospice Care: Practical Information and Personal Reflections Part I
- The Barrister, January 2006 Hospice Care: Practical Information and Personal Reflections
- Mercer County Lawyer, May 2005 Medicaid Annuities - Alive and Well in New Jersey
- The Barrister, May 2005 Medicaid Annuities - Alive and Well in New Jersey
- South Jersey Magazine, October 2004 Recognized as an Awesome Attorney in 2004
- Estate and Financial Planning Council of Southern New Jersey Newsletter, September/October 2004 Settlement of Legal Actions for Disabled Plaintiffs
- Estate and Financial Planning Council of Southern New Jersey Newsletter, May/June 2004 New Jersey Adopts Domestic Partnership Act
- Mercer County Lawyer, April 2004 New Jersey Adopts Domestic Partnership Act
- Courier-Post (Senior Scoop), September 8, 2003 It's Your Estate; Make Sure Your Wishes Are Heeded
- New Jersey State Bar Association (Newsletter of the Elder Law Section), August 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
- 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 Annuities: Tax Traps, Tax Disasters
- Courier-Post (Senior Scoop ), June 30, 2003 Some Basics on the Basis of Taxation
- The Hospice of Moorestown VNA, (Volunteer Newsletter), January/February 2003 Planning Can Help Ease Stress of Loved Ones Death
- Estate and Financial Planning Council of Southern New Jersey Newsletter, March/April 2003 Sponge Tax Reform Soaks The Taxpayer
- New Jersey Banker, Winter 2003 Final Minimum Required Distribution Regulations Issued By IRS
- Courier-Post (Senior Scoop), December 17, 2002 Medicare and Medicaid Rules Are Often Complicated
- Courier-Post (Senior Scoop), November 19, 2002 How To Protect Your Home With A Life Estate Plan
- Courier-Post (Senior Scoop), October 15, 2002 Variety of Trusts Exist, But Not Everyone Needs One
- The Estate and Financial Planning Council of Southern New Jersey Newsletter, September/October 2002 Section 529 Plans Make The Grade
- Courier-Post (Senior Scoop), October 1, 2002 Planning Can Help Ease Stress of Loved Ones Death
- The Elder Law Section Newsletter of the New Jersey State Bar Association, October 2002 Final Minimum Required Distribution Regulations Issued by the 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 Final Minimum Required Distribution Regulations Issued by IRS
- New Jersey Lawyer, July 1, 2002 Required-Distribution Regs Finalized
- Courier-Post (Senior Scoop), May 15, 2002 Elder Law Attorneys Help Plan for Today, Tomorrow
- The Elder Law Report, May 2002 The Tax Relief Act of 2001: Implications for the Elder Law Practitioner (Part II: Planning and Drafting Considerations)
- Courier-Post (Senior Scoop), April 17, 2002 Advance Directives Help with Decision-Making
- New Jersey Lawyer, The Magazine, April 2002 Section 529 Plans Make the Grade: Tax Breaks for Education Savings
- The Elder Law Report, April 2002 The Tax Relief Act of 2001: Implications for the Elder Law Practitioner (Part I: Major Provisions Relating to Elder Law)
- New Jersey State Bar Association (Newsletter of the Elder Law Section), February, 2002 A Comparison of New Jersey and Pennsylvania Medicaid Regulations
- New Jersey Law Journal, November 19, 2001 Seeking Medicaid Eligibility in New Jersey and Pennsylvania
- The Elder Law Report, May, 2001 Pennsylvania and New Jersey Substantially Revise Rules for Powers of Attorney
- New Jersey Law Journal, May 28, 2001 Simplifying IRAs and Retirement Plans
- Retirement Planning, Author of 2001 update chapter on Charitable Planning, Social Security and Retirement Planning (published by Practitioners Publishing Company)
- National Academy of Elder Law Attorneys Tax SIG Newsletter, Winter 2001 Radical Changes for IRAs and Retirement Plans: Far Reaching Implications
- New Jersey Law Journal, November 20, 2000 Retirement Plan and IRA Assets: Estate Planning Considerations
- The Elder Law Report, November 2000 Jurisdictional Issues in Interstate and International Guardianships
- NAELA NEWS, March 2000 A Guide to Deductibility of Medical Expenses
- National Academy of Elder Law Attorneys Tax SIG Newsletter, Fall 1999 Income Distribution Requirements for Estates And Trusts
- New Jersey Law Journal, August 16, 1999 Know the Ropes When It Comes To Deducting Medical Expenses
- Mercer County Lawyer, February, 1999 Settlement of Legal Actions for Disabled Plaintiffs
- The Estate and Financial Planning Council of Southern New Jersey Newsletter, January/February A Guide to Deductibility of Medical Expenses
- New Jersey Lawyer, January 4, 1999 Modifications Enacted for Roth IRAs
- New Jersey State Bar Association (Newsletter of the Elder Law Section), December 1998 Roth IRAs Revisited
- New Jersey State Bar Association (Newsletter of the Elder Law Section), June 1998 A Look at the Roth IRA
- New Jersey Lawyer, April 13, 1998 Comparing IRAs: Here's the Lowdown
- Retirement Planning Author of 1998 update chapter on Charitable Planning (published by Practitioners Publishing Company)
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