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Kentucky Elderlaw, PLLC
Elder Law Attorney
2001 - Present
Louisville, Kentucky
Created a legal practice focused on the needs of older citizens. I interact with my older clients, their children and other family members, regarding financial, Nursing Home, Medicaid, asset preservation, asset distribution, mental capacity, Guardianship and other issues, both financial and non-financial. At times, Nursing Homes, hospitals and other organizations ask for assistance directly, or on behalf of a resident. We draft legal documents such as Wills, Powers of Attorney, Living Wills, Health Care Surrogates, and Care Agreements for clients and family members. I also speak and teach in a variety of forums.
Carpenter, Mountjoy & Bressler, PSC
Tax Related Services
1998
Louisville, Kentucky
Diabetic Food Emporium, Ltd.
President, Owner, Manager
1992 - 1995
Created a mail order business selling foods for diabetics. Founded and built the business - developed the concept; created 24-page color catalog; ran day to day operations.
Did substantial business in all 50 States.
Disabled - Aviation Accident
1990 - 1992
Empire State Planners, Inc.
A Financial Planning Company
Founder/President
1984 - 1990
Financial planning, with an emphasis on the human aspects and consequences of the choices selected.
Registered Investment Advisor (RIA)
Chartered Financial Consultant (ChFC)
Mutual of New York (MONY)
Field Underwriter
1970 - 1990
Sale of life and health insurance, annuities and mutual funds. Specialized in estate planning, retirement planning, tax planning. Offered computerized in-home planning, via CompuServe, since 1972. Sales manager (1976 - 80). Organized and led financial seminars; public speaker; wrote financial articles for local Manhattan newspaper. National Quality Award (NQA) recipient for 17 years and Million Dollar Round Table (MDRT) Lifetime qualifier, among other honors, awards and achievements. Chartered Life Underwriter (CLU)
Bell Telephone Laboratories
Electrical Engineer
1969
Member - computer design team for Safeguard/Sentinel missile defense program.
Sunrise Home Juices, Inc.
General Manager
1967 - 1969
Responsible for beverage manufacturing plants and product distribution. Successfully designed a pasteurizing plant to bottle fruit juices, at age 19, while an engineering student and part-time employee.
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