My goal is to ensure your story is told and your family is protected in the long run. As an estate planning attorney, my passion is to assist you in successfully navigating the inevitable while also being prepared for the unexpected. I hope to clear up any complexity and provide you with a meaningful plan that will carry out your wishes while telling your story.
I take pride in providing quality work, clear and quick communication, and detail oriented services. My practice includes counseling clients on a variety of trusts and estate matters, including estate and tax planning, estate and trust settlement, and community property agreements. I also enjoy assisting clients with charitable planning from advising tax-exempt organizations on formation, application for exemption, compliance with federal and state tax exemption laws, and also with individual planned giving.
I graduated from Ohio State University with a degree in Economics and then received my J.D. from Seattle University School of Law graduating cum laude. I was an editor of the Seattle University Law Review and a member of the Alternative Dispute Resolution Board. Currently, I am pursuing my Executive LLM degree in Taxation at New York University.
|Award name||Grantor||Date granted|
|CALI Excellence for the Future Award - Antitrust||Center for Computer-Assisted Legal Instruction||2016|
|CALI Excellence for the Future Award - Gift and Estate Tax||Center for Computer-Assisted Legal Instruction||2016|
|CALI Excellence for the Future Award - Corporate Tax||Center for Computer-Assisted Legal Instruction||2016|
|Association name||Position name||Duration|
|South Sound Planned Giving Council||Member||2017 - Present|
|Seattle University School of Law||JD - Juris Doctor||2017|
|Ohio State University||BA - Economics||2014|
|New York University School of Law||Candidate for Executive LL.M - Master of Laws in Taxation||N/A|
|Edward Jones Continuing Education Event||Becoming the Trusted Advisor||2018|
Posted by ANDREW
Mon Jun 25 2018
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