EducationJ.D., Villanova University School of Law, Order of the Coif, Magna Cum Laude, Editor, Villanova Law Review, 2006
B.S., Cornell University, 2000
I empower ambition when I DISTILL COMPLICATED ESTATE PLANNING concepts to TAKE THE MYSTERY OUT OF THE planning PROCESS.
My Practice Area is:
I have worked with:
Business owners across a range of industries, including healthcare, entertainment, advertising, and real estate.
Families navigating the responsibilities that come with the stewardship of inherited wealth.
Entrepreneurs interested in prospectively structuring assets prior to significant business growth.
MY GREATEST STRENGTHS ARE:
Working with clients to ensure they are comfortable with each step of the estate planning process.
Tailoring plans to meet competing needs when there are complicated family dynamics.
Counseling clients through decisions that will have an impact through multiple generations.
I WANT YOU TO KNOW:
I started my career at two large firms before opening a solo practice, where I worked for the past six years.
Clients have asked me to serve in the trusted positions of Executor and Trustee.
After graduating from law school, I served as a law clerk in United States Tax Court.
WHAT MAKES ME UNIQUELY ME IS:
When I'm not in the office, I enjoy chasing after my three spirited children and two spoiled dogs, and coaching soccer.
MY PROFESSIONAL & COMMUNITY ACTIVITIES ARE:
Member, Philadelphia Bar Association – Probate and Trust Law Section
Member, Cornell Alumni Admissions Ambassador Network
Sustaining Sponsor, The Timothy School (School for Children with Autism in Berwyn, Pennsylvania)
Industries of Focus
Family Offices, Financial Institutions, and Trust Companies
Public and Private Companies
Real Estate Owners and Developers
Entertainment and Media
Medical and Professional Services
Private Equity and Hedge Funds
Wills, Powers of Attorney, Living Wills
Life Insurance Trusts
Complex Gift, Estate, and Generation-Skipping Transfer Tax Planning
Estate and Trust Administration
Business Succession Planning