Practice Overview
I primarily assist clients with estate planning and estate and trust administration, focusing primarily on the preservation of wealth, minimization of transfer and income taxes, succession planning and the creation of a cohesive estate plan to ensure that clients' wishes are carried out during life and at death. I work with both individuals and fiduciaries on a variety of discrete and long-term projects.
One of my areas of focus is advising clients with complicated situations, arising from challenging family relationships, a highly complex estate plan or a difficult estate or trust administration (or sometimes all of the above).
I consider myself very lucky to love what I do and I derive great pleasure from helping clients successfully navigate stressful planning and administration issues.
Volunteer
Roger Williams Park Zoo, Board Member, 2023-present
Women's Fund of Rhode Island
- Member, Event Planning Committee, 2024-present
- Board Member and Treasurer, 2018-2023
Recognition
American Bar Association, Real Property, Trust & Estate Law Section, TE Fellow, 2022-2024
Admissions
Commonwealth of Massachusetts, 2013
State of Rhode Island, 2016
State of Florida, 2017
State of Connecticut, 2020
Education
Boston College Law School, J.D.
Northeastern University, B.A.
Contributions to the Field
Publications
- Author, "The Tax-Saving Potential of Gifts and Sales to Family Trusts," Trusts & Estates, Wealthmanagement.com, July 2023.
- Author, “Estate Planning for Non-Residents of Rhode Island,” Rhode Island Weekly, November 2016.
Presentations
- "Preparing Estate Tax Returns, Part I," ABA Section of Real Property, Trust & Estate Law eCLE Webinar, October 2023..
- “The Generation-Skipping Transfer Tax: Back to Basics,” 35th Annual ABA Section of Real Property, Trust & Estate Law National CLE Conference, Washington, D.C., May 2023.
- "An Introduction to the Generation Skipping Transfer Tax," ABA Section of Real Property, Trust & Estate Law eCLE Webinar, March 2023.
- "GST Update and Overview," ABA Section of Real Property, Trust & Estate Law Webinar Moderator, October 2022.
- "Trusts & Estates End of Year Review 2021," Boston Bar Association, June 2021.
