Home » Curriculum Vitae

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

Book Publications

Contributing Author to How to Capture and Keep Clients: Marketing Strategies for Lawyers published in August 2015 by ABA Book Publishing
Author of The Lawyer’s Guide to Financial Planning published in June 2014 by ABA Book Publishing
Contributor to ABA Publication Effectively Staffing Your Law FirmProfessional Affiliations

American Bar Association
- Solo, Small Firm and General Practice Division
  - Ex Officio Member of GP Solo & eReport Boards
  - Council Member (2015 - 16)
  - Chairperson of the Publications Board (2015 - 16)
  - 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 (2015)
- Legal Marketing Association

Professional Speaking Engagements

Presentations Delivered:

May 18, 2017: “Chronic Illness - A Legal and Financial Potpourri”, ABA Solo Small Firm & General Practice Division & GLSA Joint Spring Meeting, Scottsdale, AZ.
Fall 2017, “The Ethics of Business Development for Attorneys”, Middlesex County, NJ Bar Association - 3 part series. Co-presenter: Kimberly Rice
March 1, 2017: “Speaking Skills for Lawyers”, McDowell, Posternock, Apell & Detrick, PC., Moorestown, NJ.
March 8, 2017: Pennsylvania Bar Institute presents “Running Your Law Firm Like a Business”, PBI Conference Center, Rossmoyne, PA.
March 10, 2017: Indiana Continuing Legal Education Forum presents “Strategies for Taking Charge of Your Law Practice” and “The Lawyer’s Guide to Ethical Business Development”; ICLEF Conference Facility, Indianapolis, IN.
February 1, 2017: “The Ethics of Business Development”, McDowell, Posternock, Apell & Detrick, PC.
December 13, 2016: The Burlington County Bar Association’s Continuing Legal Education Committee presents CLE Xtravaganza! “Learn More to Earn More: Running a Business While Serving Your Clients”
December 14, 2016: American Bar Association Solo Small Firm and General Practice Division presents “Anatomy of a Client Relationship: How to Attract and Keep Quality Clients – Brown Bag Session”
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”.
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. 15^th 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; 58^th 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, 54^th 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 46^th 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 PracticeContributions

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.

Representative Publications

“Unmasking the Impostor Syndrome”, ALM Marketing the Law Firm, November 2018
“All Things Must Pass - The Social Media Strategist”, American Bar Association GP Solo, September 2018
“Book Review - LinkedIn for Professionals”, ABA Solo Small Firm & General Practice eReport, February 2018
“Social Media Strategist: How to Create Profitable Relationships Through Social Media”, American Bar Association - GP Solo, January 2018
“Building a Practice: Early-Stage Rainmaking - Starting From Scratch”, American Bar Association - GP Solo eReport, November 2017
“The Lawyer’s Guide to Profitable Direct Mail Campaigns”, American Bar Association - GP Solo eReport, October 2017
“The Social Media Strategist: Social Media Content Strategy”, American Bar Association - GP Solo eReport, July 2017
“3 Tips to Help New Employees Get a Jump Start on Productivity”, American Bar Association - GP Solo eReport, July 2017
“Engaging Lawyers in a Profitable Speaking Initiative”, American Bar Association - GP Solo eReport, May 2017
“Video Killed the Telephone Call: How Social Networking Can Extend Your Reach”, May 2017, American Bar Association GP Solo Magazine
“The Lawyer’s Guide to Profitable Virtual Presentations, Part 3”, American Bar Association - GP Solo eReport, to be published in April 2017 issue
“Video Killed the Telephone Call: How Social Networking Can Extend Your Reach”, ABA GP Solo Magazine, to be published in May 2017 issue.
Engaging Lawyers in a Profitable Speaking Initiative, Law Journal Newsletters, Marketing the Law Firm, Volume 32 , No. 11 , March 2017
Social Media Tools Can Help With Marketing, Research and Networking, ABA Voice of Experience, Vol. 2, Issue 1, January 2017
The Social Media Strategist: “ Gain a Competitive Advantage by Using Competitive Intelligence”, American Bar Association - GP Solo Magazine, Vol. 34, No. 1, Jan/Feb 2017.
“The Lawyer's Guide to Profitable Virtual Presentations, Part 2”, American Bar Association - GP Solo eReport, Volume 6, No. 7, Feb. 2017
“The Lawyer's Guide to Profitable Virtual Presentations, Part 1”. American Bar Association - GP Solo eReport, Volume 6, No. 6, Jan. 2017.
In the Loop (ACLEA quarterly newsletter); co-author of column: “Books of ACLEA”
Essential Qualities of Successful Rainmakers, GPSolo eReport, Vol. 6, No. 4, November 2016
Essential Qualities of Successful Rainmakers, Law Journal Newsletters, Marketing the Law Firm®, Volume 37, No. 7, November 2016
The Lawyer’s Guide to Selling a Niche Practice, Article
Branding Essentials for Solos and Small Firms, American Bar Association - GPSolo eReport, Vol. 33, No. 6, Nov/Dec 2016
The Strategic Networker, American Bar Association - GPSolo eReport, Vol. 6, No. 3, October 2016
Obstacles to Effective Delegation*, American Bar Association - GPSolo eReport, Vol. 6, No. 1, August 2016
Tools for Developing Business Through Public Speaking, American Bar Association - GPSolo eReport, July 2016.
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.
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.
Low-Cost (or No Cost) Marketing for Lawyers, American Bar Association - GPSolo eReport, July/August 2014.
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.
Interview of Cynthia Sharp, Interview by Melanie Bragg, American Bar Association - GPSolo eReport, November 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.
Key Performance Indicators: Opportunity for Growth, Solo, Small Firms and General Practice News, Summer 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 Tips to Take Charge of Your Own Economy, American Bar Association - GPSolo 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,ical 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)

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

Podcasts

Guest Contributor for Solo Practice University

Client Relationship Mastery - Parts 1, 2 and 3

Video Blogs

January 27, 2015 - The Lawyers Guide to Delivering an "Elevator Pitch", Elder Law Answers, http://marketing.elderlawanswers.com/the-lawyers-guide-to-delivering-an-elevator-pitch/
February 9, 2015 - The Lawyers Guide to No/LowCost Marketing, Elder Law Answers, http://marketing.elderlawanswers.com/the-lawyers-guide-to-nolow-cost-marketing/
February 20, 2015 - Tips on Selling a Niche Practice, Elder Law Answers, http://marketing.elderlawanswers.com/tips-on-selling-a-niche-law-practice/
February 27, 2015 - 4 Keys to Developing & Protecting Your Professional Brand, Elder Law Answers, http://marketing.elderlawanswers.com/4-keys-to-developing-protecting-your-personal-professional-brand/

Awards and Accolades

May 2019 - Named Trainer of the Year by ABA Solo Small Firm and General Practice Division
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

Burlington County Bar Association
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

Curriculum Vitae

Blog

Testimonials

Contact Us