Practice Groups: Business & Finance, Estates & Trusts, Taxation
Bill has been an attorney in private law practice in Bucks County, Pennsylvania since 1970. His practice areas include Business Transactions, Taxation, Tax Litigation, Estate Planning, Probate Litigation and Business Finance, with a concentration in domestic and cross border business capital problems and federal, state and international tax. This work includes financial planning and capital development for individual and corporate clients, including audit, collection and tax litigation problems, as well as tax planning.
Additionally, Bill represents clients in the areas of corporate development, real estate development, health care, estate planning, estate administration and estate litigation, along with clients involved in start-up businesses, mezzanine level ventures and related financing transactions.
Bill is a frequent speaker to the CPA community, and has been a lecturer for the Pennsylvania Bar Institute on business and immigration topics. He is also active as a founder, officer, board member and counsel to several Central Bucks non-profits, charities and church groups.
New York University, LL.M., Taxation, 1972
Dickinson School of Law, J.D., 1968
Denison University, B.A., 1965
Bucks County, Pennsylvania and American Bar Associations
1973, U.S. District Court, Eastern District of Pennsylvania
1974, U.S. Tax Court
1977, U.S. Claims Court
1979, U.S. Supreme Court
Published Works, Editorial & Presentation Experience
"Finding the Money, Business Transfers - GRITs, GRATs and GRUTs"
"Recent Developments in Gift Estate Generation Skipping Inheritance and Fiduciary Income Taxes"