I assist fiduciaries with estate and trust administration processes. I guide personal representatives through the probate process, advise trustees on the management and distribution of trust assets, and recommend best practices to help avoid costly litigation. I work with clients to collect assets and gather the necessary information to prepare fiduciary accounts, and estate and gift tax returns. I also work with clients to develop estate plans tailored to the planning and wealth transfer goals of individuals and families. This planning includes the drafting of wills, durable powers of attorney, health care proxies, revocable trusts, and irrevocable life insurance trusts. Each estate plan is implemented with a view toward passing assets according to clients’ unique wishes, eliminating or reducing estate taxes, and avoiding probate.
I see changes in federal tax law providing more opportunities to develop creative strategies for transferring wealth. Also, as the regulatory framework for estate and gift taxation evolves in the wake of legislation proposed by the Biden administration, the need for specialized tax and financial expertise will continue to grow.
Tufts University, B.A.
Washington and Lee University School of Law, J.D.
Subscribe to stay informed of the latest legal news, alerts, and business trends.Subscribe