B.B.A., cum laude, Pace University
J.D., cum laude, Pace University School of Law
Paul is a Florida Board-certified wills, trusts, and estates lawyer with more than 30 years of experience representing high-net-worth individuals on estate planning, probate, trust administration, and estate and gift taxes.
Prior to joining Hodgson Russ, Paul served as a senior vice president and wealth planner at Citi Private Bank in West Palm Beach, FL, which was preceded by a position as a senior vice president and financial planner at Wells Fargo Private Bank in Ft. Lauderdale, FL. Early in his career, Paul worked as a certified public accountant.
- Proposed Regulations May Substantially Reduce the Availability of Valuation Discounts for Interfamily Transfers of Business InterestsEstate Planning Alert, August 18, 2016
- The Florida Bar
- Florida Certified Public Accountant