Areas of Specialty:

Professional Experience:

Prepares (and/or coordinates with certified public accountants in the preparation of) federal gift and estate tax returns for clients documenting the transfer of nearly $400 Million in assets and counting.
Advises clients in relation to the full life cycle of business and entity structures from formation through dissolution, including, but not limited to, operation, succession of ownership and management, insurance planning, salary continuation agreements, asset protection, transfer restrictions (family and non-family), tax planning, dispute resolution, and mergers and reorganizations.
Advises clients in conjunction with their financial planners, certified public accountants, and insurance agents with respect to their personal estate and gift planning goals, including charitable and non-charitable gifting, prenuptial and postnuptial agreements, life insurance and retirement account planning, asset protection planning, special needs planning, and testamentary and non-testamentary planning through Wills and Trusts.
Advises trustees, executors, and administrators in the performance of their fiduciary duties and advises beneficiaries with respect to their rights and interests in trusts and estates.
Advises and negotiates on behalf of taxpayers in relation to federal tax audits and assessments.
Forms and qualifies entities as private foundations and provides continued guidance in the administration.

Professional Admissions, Memberships & Affiliations:

Member-At-Large (08/2015-07/2018)
Secretary (08/2018-07/2019)
Vice Chair (08/2019-07/2020)
Chair (08/2020-07/2021)
Past Chair (08/2021-07/2022)

Education:

European and International Moot Court Competition Team, Spring 2008 (Leuven, Belgium)

Bachelor of Business Administration, cum laude, Marketing/Management major, 2003

Community Involvement: