As a certified public accountant and attorney, Richard brings a unique perspective and expertise to his clients. For over 25 years, Richard has provided clients with a full range of planning and reporting services in the fiduciary area, including estate planning, estate administration, preparation of estate and gift tax returns, fiduciary income tax returns, qualified retirement plan distribution planning, and split-interest gift and charitable planning.

He is a frequent speaker on trust and estate topics and has authored articles on a variety of subjects. Richard has published work in the New York Law Journal, Taxation for Lawyers, and Taxation for Accountants; he has been profiled in the Private Asset Management Newsletter.

Richard is a member of the Trusts and Estates Section of the New York Bar Association and of the New York City Estate Planning Council. In addition to his public accounting certification and admission to the Bar, Richard also is a licensed life and health insurance provider and holds the Series 6 and 63 Securities licenses. He is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA).

Education
Hofstra University School of Law, J.D.
Franklin & Marshall College, A.B., Accounting

Certifications
Licensed Life and Health Insurance Provider
Series 6 and 63 Securities