- Conduct client meetings and counsel clients on estate planning.
- Prepare complex estate planning documents, supervise document execution and assist clients with proper implementation of their estate plans.
- Perform all administrative functions for trusts and estates on which the firm is named as Trustee or Executor, or for which the firm has been retained to assist and advise the Trustee or Executor.
- Prepare federal and Virginia estate and fiduciary income tax returns and federal gift tax returns.
- Provide detailed research and prepare pleadings for litigation involving trusts and estates, including estates of incapacitated adults.
- Prepare all documents, including tax documents, necessary to create various entities including corporations, limited liability companies and partnerships.
Professional Experience
- Senior Associate, Troutman Sanders LLP, 2004-2009
- Senior Associate, Midgett & Rack, A Professional Corporation, 1999-2004
- Vice President - Private Banking, SunTrust Bank, 1998-1999
- Associate, Crenshaw, Ware & Martin, P.L.C., 1994-1998
- Independent Consultant, Welch + Associates, 1990-1991
- Senior Accountant, Price Waterhouse, 1987-1990
- Duquesne University, J.D., cum laude, 1994
- Duquesne University Law Review, 1992-1994
- University of Virginia, B.S., 1987
- Virginia
