University of Florida (B.A.E., History-English, 1969)
University of Florida, Fredric G. Levin College of Law (J.D., 1981)
Supreme Court, State of Florida,1982
Associations / Memberships
American Bar Association
Association for Legal Excellence
Florida Bar—Chair, Member Benefits Committee, (1995-96), Chair, Prepaid Legal Insurance Committee (2006-2008)
8th Judicial Circuit Bar Assoc. Board Member (2004-09)
Florida Association for Women Lawyers
Society of Financial Service Professionals, President (2005-2015)
Estate Planning Council of North Central Florida, President (1982-83)
National Association of Insurance and Financial Advisors (NAIFA) President, NAIFA-Gainesville, (1982-84)
Jewish Ministers and Cantors Association (JMCA)
Million Dollar Round Table (MDRT)
Florida Lawyers Legal Insurance Corporation President (2012-14)
Phi Alpha Delta Law Fraternity International
Honors / Appointments
Pro Bono Award – 8th Judicial Circuit (2019)
Top Contributor Award – Avvo (2018)
Accredited Estate Planner (AEP), National Association of Estate Planners & Councils (NAEPC) (2017)
Outstanding Speaker, Florida Jaycees (1983)
Top Nine Speakers, U.S. Jaycees (1983)
Herbert F. Morgan Memorial Award – NAIFA – Florida (2015)
Chester R. Yates Award (Agent of the Year) — NAIFA – Gainesville (1974-75, 1984-85, 1987-88, 2002-03, and 2009-2010)
C.G. Snead / J.F. Bryan, III Memorial Award for Outstanding Service, Financial Advisor of the Year — NAIFA – Florida (2018)
Who’s Who in Law (1990-current)
Who’s Who in Finance (1993-current)
Florida Blue Key
Omicron Delta Kappa (ODK)
Leadership Gainesville (Class X) (1983)
Outstanding Board Member, Selective Service System (2003 – Appointed by President Ronald Reagan in 1984 and served for the maximum 20 years)
I worked as Of Counsel to a Gainesville firm from 1983 to 1985. I then incorporated my own law firm where I worked for 30 years before becoming Of Counsel to Bogin, Munns & Munns as an estate planning attorney.
I have a passion for justice and compassion for my estate planning clients. I care about my clients and want to help them determine the best choices for their objectives. I believe I have the ability to make that happen. I enjoy the challenge of finding solutions to peoples’ concerns. I want to help them achieve their objectives. I have a sense of wanting to see justice served and wanting to be a part of making that happen. I have a strong belief in our Constitution and feel an obligation to see people’s rights being protected.
Before I applied to law school, I looked into Rabbinical Schools and thought of becoming a Rabbi. I was a school teacher after I received my Bachelor’s degree and returned to graduate school to study educational counseling. While a graduate student in psychology, I had the opportunity to take the Strong Vocational Index Blank and the MMPI, the results of which indicated I should consider becoming a lawyer. I was accepted to law school, graduated and became a member of The Florida Bar. If I hadn’t, I probably would have continued to be an insurance and financial advisor, a practice I started when I moved back to Gainesville for graduate school.
I was a high school teacher for a couple of years and then served as a Cantor (Jewish Liturgical Leader) while I was in graduate school. I resigned when I started law school and then in 1983, after I passed The Florida Bar exam, I was asked by the congregation in Gainesville, of which I am a member, to serve them as their Cantor on the High Holy Days. Over the years that evolved into a year-round position. I served as the religious functionary when the Rabbi went on Sabbaticals (for 6 months at a time) or was out of town for any other reason and led religious services with the Rabbi when we were in town. After I left that position, I served in pulpits for High Holy Days in Florida and Australia. While I was in graduate school, I also became an insurance agent and later a Financial Consultant. I have two professional designations—Chartered Life Underwriter and Chartered Financial Consultant—the first earned before I started law school the latter the year after I started practicing. I worked for 43 years as an insurance and financial advisor and have provided expert witness testimony on life and disability insurance issues.
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