For over forty years, I have been honored to help entrepreneurs and other business owners with their business transactions and operations, taxation, estate planning, and business planning. For the past thirteen years I have been privileged to work with my partners, Brian and Michael. Our long-term close cohesive working relationship is key to our extraordinary multi-disciplined personal in-depth efficient ongoing representation and counseling provided for our clients.
Charles was an Adjunct Professor at the University of Miami School of Law teaching in the Tax and Estate Planning LL.M. Programs. He taught advanced estate and gift tax, valuation and Chapter 14 of the Internal Revenue Code, and the role of charitable giving in estate planning. Charles has also served as President of the Planned Giving Council of Miami-Dade County, Florida.
Charles is the author of “Intra-Family Sales of Real Estate for Tax Planning Purposes,” The Florida Bar Journal, May 1984; “Year End Tax Planning for Individuals Through Charitable Contributions, 1984,” The Florida Bar Journal, January 1985; he was the author of Bureau of National Affairs, Tax Management Portfolio “Charitable Contributions – Percentage Limitations,” and Bureau of National Affairs, Tax Management Portfolio, 879 T.M., “Private Foundations-Self Dealing (Section 4941);” and “Entity Freezing,” published by Clark Boardman Callaghan, Chicago, Illinois; and he authored “Estate Planning Meets Business Law,” with Brian Lebensburger, Tax Management Estates, Gifts and Trusts Journal, Vol. 26, No. 5, 2001. Faculty Member, Thirtieth Annual Philip E. Heckerling Institute on Estate Planning, January 1996; and Thirty Seventh Southern Federal Tax Institute, 2002, “Estate Planning Meets Securities and Business Law;” and Forty Third Annual Philip E. Heckerling Institute on Estate Planning, January 2009.