Bio

My practice concentrates in the areas of estate planning, tax planning, and estate and trust administration, with a focus on wealth transfer and planning for high net-worth individuals and their heirs. 

 

I work with clients to achieve financial, personal, and tax objectives through estate and succession planning.  This includes planning for the management and ownership of family businesses, minerals, real estate, and other forms of wealth.  I employ a wide range of estate and tax planning tools including family limited partnerships, insurance trusts, residence trusts, revocable and irrevocable trusts as well as charitable and gift planning.

I also represent executors, trustees, and provide tax advice for gift, estate, and fiduciary returns.  I counsel clients in contested estate and trust disputes for fraud, breach of fiduciary duty, and undue influence.

 

I hold a J. D. from the University of Virginia School of Law as well as a B.A. in American Government from the University of Virginia.

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