I'm the kind of lawyer who helps clients stay OUT of court, and attain peace of mind that the people and causes they love will be taken care of with minimal confusion or conflict. With careful attunement to clients' individual needs, preferences, and family situations, I write and revise their core legacy planning documents such as wills, trusts, and powers of attorney, answer tax law questions and advise on strategies for tax efficiency, and write clear and enforceable agreements for family and closely-held businesses.

My clients are people who see money as the fuel for the life they want for themselves and their loved ones. The size of your bank account isn’t our main focus—the expansiveness of your happiness, peace, and community of care is the measure of success when we engage in planning together.* Fiduciary - I am a Certified Financial Planner™ and embrace the high ethical and competency standards of my profession.* Independent - I am not affiliated with any financial institution to minimize potential conflicts of interest.* Empathetic - Understanding what makes you tick and how emotions impact our financial behaviors is central to the unique value of my advice.

Family-owned business seeking licensee for patented home decorating textile product.

Developed and presented strategic plans to high-net-worth clients, helping clarify and achieve their personal goals and values through investments, family and charitable gifts and legacy, tax management, and risk mitigation, with ongoing communications and meetings with clients to facilitate implementation of plans and address new questions and circumstances.Beta tester and advisor for next-generation advanced wealth planning software.Leader of Planning for Special Circumstances working group for Advice & Planning University initiative.Member of Wealth Division's Diverse Advisory Committee and Advice & Planning Group's Communications Committee.Co-Chair of Greater Washington Region Pride@Truist business resource group.

Legal research, case design, and marketing support for life insurance agents working in advanced markets such as estate planning, charitable giving, business succession planning, and executive compensation.Analysis and strategic planning for legal and regulatory developments, including Tax Reform and Best Interest Standards.

Comprehensive financial planning, implementing insurance and investment solutions, primarily for attorneys and small business owners.

Represented insurance agents and financial advisors before Congress and federal agencies, with a focus on tax policy and employee benefit regulations.

Government Relations: Legislative analysis, drafting and advocacy; Federal agency comment and regulatory process; government relations strategy.Tax & Tax-Exempt Entities: Advised clients on tax and ERISA rules for employee compensation and benefits; tax regulations for non-profit organizations and advocacy activities; non-profit corporate governance and management.

Start-up phase program and budget development and supervision for nationwide network of educational non-profits founded by Ted Forstmann and John Walton.Designed, programmed and supported database used by over 40 offices to manage over $50 million in annual scholarships for students in thousands of private schools.

Redesigned databases, administrative systems and processes for efficiency and rapid growth. Organization was later chosen to administer the D.C. Opportunity Scholarship Program on the basis of the cost-effective systems we had put in place.Wrote communications to donors, schools and beneficiary families. Trained and managed administrative interns.