We listen, and don't rush things, and want to help you think deeply about your concerns and goals.
I have been an attorney since 1981, the first seven years in Portland, Oregon, where I was a staff attorney for a bank. Most of that work was in the area of commercial finance, but for two years I worked as a personal trust officer in a trust department. I have been a member of Andrews & Young, PC and its predecessor firms since 1991. During my early years with the firm I continued my work for financial institutions, but for many years now have focused my practice in the area of estate planning, probate, and what is called elder law, which is a broad way of looking at the legal and financial challenges we face as we age. I have been active in many Bar Association, municipal and community groups over the years, as may be set out in other areas of this site or on our firm's website. We have a very capable staff who help us work with clients to put plans in place for incapacity and death and settling estates. Sometimes we work with clients to anticipate and find ways to pay for long term care, which can include ways to seek eligibility for medicare and medicaid while protecting assets to the extent possible. Some of our work involves complex legal plans, but many are simple, and we favor simple approaches unless there is some material goal to be achieved in pursuing a more complex route. We are happy to help clients with real estate transactions such as purchases and sales. From time to time I help clients resolve disputes including business disputes, in a continuation of my years spent in the banking and commercial finance and bankruptcy world, and some of that experience is useful in my work in trusts and estates, and settling of estates. I enjoy getting to know our clients and to help them get appropriate plans in place, which sometimes leads them to feel relieved they have attended to these things. We think there is value in working with our clients over the years to continue to review, and as possible revise and improve, their plans.
|Award name||Grantor||Date granted|
|Attorney||Andrews & Young, PC||1991 - Present|
|Assistant General Counsel||First Interstate Bank Of Oregon||1985 - 1987|
|Trust Officer||The Oregon Bank||1983 - 1985|
|Assistant General Counsel||The Oregon Bank||1981 - 1983|
|Association name||Position name||Duration|
|Estate and Tax Planning Council of Eastern Connecticut||Board Member||2015 - Present|
|Connecticut Bar Association, Elder Law Section||Executive Committee||2012 - Present|
|New London Day Newspaper||Closing Thoughts||2015|
|Lewis & Clark Northwestern Law School||JD - Juris Doctor||1981|
|Southern Connecticut State University||BA - Bachelor of Arts||1975|
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May 3, 2019
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