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EDUCATION |
| BOSTON
UNIVERSITY SCHOOL OF LAW, J.D. SUMMA
CUM LAUDE WITH CONCENTRATION IN
LITIGATION AND DISPUTE RESOLUTION, 1998 |
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GPA: |
4.08
(Class Rank: 1/359) |
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Honors: |
BOSTON
UNIVERSITY LAW REVIEW • The
Dr. John Ordronaux Prize • The
Alumni Academic Achievement Award • Edward F. Hennessey,
Paul J. Liacos, and G. Joseph Tauro Distinguished Scholar • Dean's
Awards in Criminal Law, Constitutional Law, Basic Environmental
Law, International Law, and Professional Responsibility |
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Clinics: |
Student
Prosecutor Program, Spring 1998 • Criminal
Clinical Program, Fall 1997 |
PRINCETON
UNIVERSITY, A.B. CUM
LAUDE IN ART HISTORY WITH CERTIFICATE IN
FRENCH, 1995 |
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GPA: |
3.7
in concentration, 3.76 overall |
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Honors: |
The Grace May Tilton Prize in Fine Arts for senior
thesis entitled Artists of the Sea: The Parallel Development of the
Marine Works of Herman Melville and Winslow Homer |
EXPERIENCE |
| WARNECK
LAW OFFICES, HINGHAM, MASSACHUSETTS |
| Founder
and Principal, 2004-Present |
- Manage all aspects of a solo law practice that emphasizes estate
planning and administration, small business advising and representation,
and business succession and transition planning. Additional
areas of practice include real estate, domestic relations, and
litigation.
- Attend numerous continuing legal education programs to stay current
with evolving laws and methods of practice. Topics include
estate planning, elder and disability planning, asset protection,
organizing and advising emerging businesses, intellectual property
protection, and business succession planning. Courses have
been at Massachusetts Continuing Legal Education, the Boston Bar
Association, and the Massachusetts Bar Association.
- Matters handled include the following:
- Multiple estate planning engagements and preparation of associated
documents. Issues include guardianship decisions and asset
management for minor children, estate tax planning, complex property
disposition where there are children from multiple marriages,
provision for non-citizen spouses, and long-term care planning.
- Multiple estate administration engagements, which generally
include, among other things, appointment of fiduciaries, marshaling
of estate assets, payment of debts and bequests, and preparation
of inventories and accounts.
- Representing the principal and sole shareholder of a multi-generation
stoneworking business in planning for and implementing the transition
of corporate ownership and control and company management to
his children in conjunction with his family’s overall estate
planning.
- Represented one half-owner of
a well-established day care provider in negotiating and closing
a buyout of the other half-owner.
- Representing an individual in starting up a media production
company, which has included the client’s amicable departure
from his employer, formation of a limited liability company,
and preparation of a standard services agreement and other
contract-related documents.
- Representing a professor and author as the writer for a multi-media
documentary project with a production budget of approximately
$2 million. Work has included forming a Subchapter S
corporation and advising with respect to various contract-related
issues.
- Represented and advised several high-level executives, officers,
and directors in resolving differences with their colleagues
or navigating departures from their companies.
- Represented multiple family members of different generations
in ascertaining ownership interests in, clearing title to,
coordinating the ongoing management of, and preparing to sell
a valuable multi-family building following termination of the
trust that held title.
- Represented homeowners in a land swap transaction with their neighbors,
which required, among other things, complying with myriad requirements
to secure the approval of multiple lenders, ensuring compliance with
local zoning laws and approval requirements, and preparing agreements,
deeds, and other conveyance-related documents.
|
FOLEY
HOAG LLP, BOSTON, MASSACHUSETTS |
Associate, Litigation Department, 1999-2004 |
- Represented companies and individuals in a variety
of complex business disputes and litigations, with a focus on securities
and governance issues.
- Responsibilities included case management, drafting and arguing
motions, taking and defending depositions, drafting discovery requests
and responses, legal and factual investigation and analysis, correspondence
with opposing counsel, preparing cases for trial, and assisting
at trial.
- Matters handled included the following:
- Defended a Big Four accounting firm in fraud and professional
malpractice actions commenced in Georgia state courts and claiming
more than a billion dollars in damages.
- Defended members of the board of directors of a software company
in a Delaware Court of Chancery lawsuit claiming breaches of
fiduciary duty in the context of a multimillion dollar bridge
loan transaction.
- Defended a former outside director of a technology company
in a civil insider trading action brought by the SEC in federal
court in Massachusetts.
- Defended a realty trust against claims by a commercial tenant
in Massachusetts state court alleging contract breaches arising
out of a $20 million shopping center redevelopment.
- Represented several individual clients in disputes with major
securities brokerage houses concerning broker-dealer misconduct.
- As
a member of the firm’s pro bono Domestic Violence Prevention
Project, represented domestic violence survivors in Massachusetts
District courts and Probate and Family courts. Matters included
obtaining abuse prevention orders, defending against retaliatory
orders, and child custody and visitation proceedings. Also
assisted in the training and supervision of other associates and
paralegals in the program.
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U.S.
COURT OF APPEALS FOR THE FIRST CIRCUIT, BOSTON, MASSACHUSETTS |
| Law
Clerk to the Honorable Bailey Aldrich, Senior Judge, 1998-1999 |
- Assisted in drafting and editing of First Circuit opinions.
Responsibilities included discussion and initial evaluation of
appeals prior to oral argument, significant factual and legal
research, drafting and/or editing of opinions Judge Aldrich authored,
and evaluation of opinions by other panel judges.
- Opinions addressed such topics as criminal and civil procedure,
substantive criminal law, the Federal Sentencing Guidelines,
habeas corpus, and estate tax, contract, and products liability
law.
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ENVIRONMENTAL
LEAGUE OF MASSACHUSETTS,
BOSTON, MASSACHUSETTS |
| Legal
Intern, Summer 1996 |
- Prepared a study of Massachusetts open space acquisitions
and management policy under the direction of the Vice President
for Legislative Affairs.
- Worked with the President to assist a legislative committee
in the oversight of a state environmental agency.
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| PUBLICATIONS |
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| Co-author, The Lead Plaintiff
and Lead Counsel Provisions of the PSLRA: A Defense |
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Perspective,
THE REVIEW OF SECURITIES
& COMMODITIES REGULATION, at 83 (Standard & Poor's May 12,
2004) |
| Co-author, Lead
Plaintiff and Lead Counsel Issues, A.L.I.-A.B.A. COURSE
OF STUDY– |
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SECURITIES LITIGATION: PLANNING
AND STRATEGIES (2002, 2004) |
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| Contributing Author, The
Children’s Bench
Book: Improving Court Responses to Child |
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Victims of
Intra-Familial Violence and Sexual Abuse (THE CHILDREN'S
LAW AND POLICY INITIATIVE, MASSACHUSETTS CITIZENS FOR CHILDREN,
Boston, Massachusetts 2002) |
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| Co-author, The SEC’s
New MD&A “Suggestions”,
THE REVIEW OF SECURITIES & |
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COMMODITIES REGULATION, at
73 (Standard & Poor’s April 24, 2002) |
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| Co-author, The
Lead Plaintiff Provisions of the PSLRA: Do They Raise
Constitutional |
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Issues, SECURITIES
NEWS - A.B.A. SECTION OF LITIGATION, COMMITTEE ON SECURITIES
LITIGATION, at 2 (Summer 2001) |
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| Author, Note, A Preemptive
Strike: Using
RICO and the AEDPA to Attack the Financial |
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Strength of International
Terrorist Organizations, 78 B.U.L. Rev. 177 (1998) |
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BAR
ADMISSIONS AND PROFESSIONAL INVOLVEMENT |
- Admitted to practice in Massachusetts and before
the United States Supreme Court, the U.S. Court of Appeals for
the First Circuit, and the U.S. District Court for the District
of Massachusetts.
- Member of the Boston Bar Association and the
Massachusetts Bar Association.
- Member of the South Shore Chamber of Commerce.
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PERSONAL
NOTES |
- Member of House of Prayer Lutheran Church in Hingham. Recently
chaired the committee that rewrote the congregation’s 1991
constitution and bylaws.
- Sailed competitively at Princeton (FJ, 420, Laser) and taught
sailing for three summers.
- When children and schedule permit,
enjoy mountain biking and sea kayaking.
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