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I write practical, easy-to-understand guides for non-lawyers on estate planning, probate and trust law topics.
For many of my 30+ years as an attorney, I practiced estate planning, probate and trust law, in three different states, both as a partner in a large firm and as the principal of a boutiques trusts & estates firm. I have helped numerous clients define their goals and objectives, and then implement their wishes as simply and efficiently as possible through their estate plans. My approach is client-oriented.
During my law practice, I also taught a course on the topic of trusts at the Osher Lifelong Learning Institute at the University of South Carolina Beaufort. I greatly enjoy explaining complicated trusts & estates topics to non-lawyers in a practical, easy-to-understand way.
My most recent book Estate Planning for the Savvy Client: What You Need to Know Before You Meet With Your Lawyer, will help you discover:
If you're interested in reading it, it's available at all major retailers.
I also enjoy speaking to non-lawyer groups about estate planning and related topics. My seminars are informative and fun, with plenty of time for questions. For more information about a seminar for your organization, please contact my publisher at .
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Chat withState: South Carolina
Acquired: 2007
No misconduct found
State: Connecticut
Acquired: 1987
No misconduct found
State: New York
Acquired: 1984
No misconduct found
State: Georgia
Acquired: 2007
No misconduct found
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Real estate lawyer
2008 - Present
South Carolina Bar
2007 - Present
State Bar of Georgia
1998 - 2013
Connecticut Bar Association
1983
JD - Juris Doctor
1980
BA - Bachelor of Arts
2013
Nine Ways Clients Can Ruin Their Estate Plans
2013
Ten Ways to Ruin Your Estate Plan
2012
To Trust or Not to Trust
2011
To Trust or Not to Trust
2010
To Trust of Not to Trust
2009
To Trust of Not to Trust
2017
2001
English
French