My passion is helping individuals and families achieve peace of mind, by developing and implementing customized, well-structured and comprehensive plans. As part of my family oriented estate planning process, I have an initial meeting with every client, so I can clearly understand their needs and intentions. At that meeting, I use my legal experience, of over 20 years in practice, to inform my clients about how their estate planning documents will advance their cherished family goals.
This thoughtful and caring guidance is given in plain English, so my clients know what they need to do, in order ensure that their plan works the way they intend. My legal experience includes protecting families, preserving assets, and creating strategies to pass on family traditions and values.
My goal is to make estate planning as accessible, effective and understandable, as possible, so individuals and families are motivated to plan, and families do not have to deal with the disastrous fallout from a lack of proper planning or no planning at all. I treat my clients like family, protecting their interests as if they were my own, fulfilling their family objectives, and building relationships as a family attorney over a lifetime, and beyond.
In addition to creating estate plans, I work in the real estate arena, and have represented lending institutions nationwide, business entities and private individuals in their commercial and residential real estate transaction endeavors. As part of my customized planning, I offer sound advice and strategies for the real estate component of the estate planning, and can assist with the implementation and execution of all real property transfer needs.
Practicing since 1998, I have been certified by the Institute of Business and Finance for Estate Planning, am an active member of Elder Counsel, a prestigious organization comprised of top estate planning and elder law attorneys, committed to the highest standard of practice excellence.