Conshohocken, PA 19428
EducationLL.M., with Distinction, Taxation, Temple University, 2018
J.D., Cum Laude, Temple University Beasley School of Law, 2014
B.A., Magna Cum Laude, Villanova University, Political Science, 2011
B.S., Magna Cum Laude, Villanova University, Mathematics, 2011
I empower ambition when I assist families administering estates. I allow them to focus on what is important in their lives rather than being overwhelmed with the minute details of estate administration and estate and inheritance taxes.
My Practice Area iS:
I have worked with:
Trusts and estates of all sizes
Multigenerational family trusts
Families just beginning to establish themselves and established families who need succession plans
MY GREATEST STRENGTHS ARE:
Streamlining the estate administration process to help families navigate the difficult time of losing a loved one
Communicating with clients to ensure they have a complete understanding of their estate plans
Approaching issues from every angle to stop problems before they arise
I WANT YOU TO KNOW:
I started practicing at a firm in Center City Philadelphia prior to moving to the suburbs.
I received the Tax Faculty Award for my class when I graduated with my LL.M.
WHAT MAKES ME UNIQUELY ME IS:
Outside of the office, I volunteer with the Philadelphia Animal Welfare Society and Spay n Save to help homeless dogs and cats and enjoy spending time with my pet rabbits.
MY PROFESSIONAL & COMMUNITY ACTIVITIES ARE:
Member, Montgomery County Bar Association
Volunteer, Montgomery County Bar Association Middle School Civics Program
Member, Philadelphia Bar Association – Probate and Trust Law Section
Industries of Focus
Private Equity & Hedge Funds
Public & Private Companies
Real Estate Owners & Developers
Family Offices, Banks, & Trust Companies
Wills, Revocable Trusts and Irrevocable Trusts
Estate and Trust Administration
Powers of Attorney and Living Wills
Complex Gift, Estate and Generation-Skipping Transfer Tax Planning