As a Wealth Advisor with J.P. Morgan Private Bank, I draw upon my experience as a trust and estate attorney at several large law firms in D.C. and Florida to design integrated strategies for estate planning, business succession and wealth transfer. I assist clients with their philanthropic interests and guide them on appropriate structures to establish their vision.I serve on the board of directors of the Washington, D.C. Estate Planning Council. I have gained national recognition through my writing and speaking about a breadth of estate planning topics, including generation-skipping transfer tax planning, beneficiary designations for retirement accounts, gift tax return preparation, insurance planning, decanting and Florida homestead. Also, I won Best Overall Article for Trust & Estate in 2017 and Best Practical Use Article for Trust & Estate in 2016 from the American Bar Association Section of Real Property, Trust and Estate Law’s Probate & Property magazine.“J.P. Morgan Private Bank” is a brand name for private banking business conducted by JPMorgan Chase & Co. and its subsidiaries worldwide. Bank deposit accounts, such as checking, savings and bank lending, may be subject to approval. Deposit products and related services are offered by JPMorgan Chase Bank, N.A. Member FDIC. JPMorgan Chase Bank, N.A. and its affiliates (collectively “JPMCB”) offer investment products, which may include bank-managed accounts and custody, as part of its trust and fiduciary services. JPMorgan Chase & Co. does not practice law, and does not give tax, accounting or legal advice. We are available to consult with you and your legal and tax advisors as you move forward with your planning. Other investment products and services, such as brokerage and advisory accounts, are offered through J.P. Morgan Securities LLC (“JPMS”), a member of FINRA and SIPC. JPMCB and JPMS are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.