BUSINESS:
Of Counsel, Attorney at Law
(October 1994 to Present)
KALOGREDIS, SANSWEET, DEARDEN AND BURKE LTD.
Wayne, Pennsylvania
Attorney at Law, Private Practice
(October 1993 to Present)
Philadelphia, Pennsylvania
Of Counsel, Attorney at Law
(September 1988 - October 1993)
SCHNADER, HARRISON, SEGAL & LEWIS
Philadelphia, Pennsylvania
Director of Tax, Estate and Business Analysis
(June 1984 - September 1988)
FIDELITY MUTUAL LIFE INSURANCE COMPANY
Radnor, Pennsylvania
Associate Professor of Taxation
(March 1978 - June 1984)
THE AMERICAN COLLEGE
Bryn Mawr, Pennsylvania
Attorney at Law
(April 1977 - June 1984)
Consulting Practice
Assistant U.S. Attorney
(October 1973 - April 1977)
Eastern District of Pennsylvania
Philadelphia, Pennsylvania
EDUCATION:
Temple
University School of Law, LL.M. in Taxation, 1977
Villanova University School of Law, J.D., 1973
Newcomb College, Tulane University, B.A. in Sociology, 1965
The American College, CLU, 1983
The American College, Chartered Financial Consultant, 1983
BAR
ADMISSIONS:
Member
of Pennsylvania Bar.
PROFESSIONAL
ASSOCIATIONS:
Fellow
of American Bar Foundation.
American Bar Association, Section of Taxation,
Committee on Personal Service Organizations, Insurance;
Committee on Closely Held Businesses,
Chairperson of Subcommittee on Estate Planning;
Committee on Attorneys in Small Law Firms, Networking Subcommittee;
Employee Benefit Committee.
Subcommittee on Section 403(b) plans;
Adjunct Member, Estate and Gift Tax Committee,
Law Practice Management Committee.
American Bar Association, Section on Real Property,
Probate and Trust Law, Probate and Trust Division,
Section on Legal Financial Planning, Vice-Chair,
Committee on Cah Flow and Asset Management
Section on Family Law, Section on Law Practice Management.
Pennsylvania Bar Association, Real Property,
Probate and Trust Law Section, Estate Planning Committee.
Philadelphia Bar Association, Probate and Trust Law Section,
Member of Education Committee, Tax Section, Section on
Family Law.
TEACHING:
Seminars to Professional and Lay Organizations, including the American
Bar Association on insurance planning, estate planning, investments,
tax and financial planning topics.
WRITING:
Author of textbook, Readings in Estate and Gift Taxation.
Author of textbook, Readings in Income Taxation.
Manual on Split-Dollar Insurance.
Manual on Deferred Compensation.
Contributing author to various journals, including Physicians News Digest.
OTHER:
American Association of Life Underwriters.
Small Business Council of America, Legal Advisory Board.
National Association of Women Business Owners, Delaware Valley Chapter.
Main Line Chamber of Commerce, Local Government Committee.
Lower Merion Township Commissioner (1978-1982).
Board Member, Lower Merion Library Association (1978-1982).