Specializes in all aspects of personal estate planning, including implementation of available estate planning devices, procedures and documentation; Extensive knowledge with closely held business planning, and tax strategies.
Carl has over 40 years’ experience with emphasis on a broad range of estate planning matters, such as lifetime planning; taxation; estate and trust administration; charitable giving; business entity choice, formation, governance, management, transactions, and succession; and asset protection.
He previously served as the Director of Education for the American Academy of Estate Planning Attorneys. Carl holds the advanced law degree of Master of Laws in Estate Planning (LLM) and is published extensively in various law journals such as Taxation for Lawyers, The Journal of Taxation and Estate Planning. He has been recognized in the Kansas and Missouri Super Lawyers listings and in Kansas City Business Magazine’s “Best Personal Wealth Managers.”
BA, Niagara University
JD, SUNY at Buffalo Law School
LLM in Estate Planning, University of Miami School of Law
Kansas, Missouri, New York, Florida, Virginia and Indiana Bar Association, Member
U.S. Tax Court, Admission to Practice
Western District of NY Federal Court, Admission to Practice
Rotary Club of Kansas, Past District Treasurer
Fort Hays State University Endowment Association Board of Trustees, Emeritus Member