Overview
I firmly believe that estate planning is a collaborative effort among you, your financial advisor, accountant, and attorney. I will work with your advisory team to make sure that your plan both meets your needs and is properly implemented to ease the burden on your family.
I handle estate planning, probate and trust administration, and guide clients through the process of establishing and maintaining tax-exempt organizations.
Knowledge is power – and confidence. I take a proactive approach to estate planning, crafting sensible, effective plans that provide for your family and ensure your wishes are carried out. When it comes to settling an estate or administering a trust, I provide tailored guidance, preparing and filing all necessary court documents, and support clients with their other duties as the Personal Representative of the estate. I also provide end-to-end support for tax-exempt foundations and charitable organizations.
I am authorized to practice law in Maryland, Washington D.C., and in U.S. Tax Court, and I am a member of the Maryland State Bar Association, District of Columbia Bar, and American Bar Association. A graduate of Yale College (B.A.), I also hold a J.D., LL.M. Taxation from the University of Baltimore Law School and an M.B.A. from Merrick School of Business. A frequent speaker for the Maryland Department of Aging Senior Centers on estate planning and probate topics, I have presented on tax topics to the Maryland State Bar Association and the D.C. Bar Association and am a contributing author to Using & Drafting Trusts in Estate Planning (M.S.B.A.).
I firmly believe that estate planning is a collaborative effort among you, your financial advisor, accountant, and attorney. I will work with your advisory team to make sure that your plan both meets your needs and is properly implemented to ease the burden on your family.