I provide clients with personal and individualized legal service and advice in the areas of estate planning and administration, estate litigation, nonprofit and tax-exempt organization law, and business planning.

Specifically, I advise individuals with regard to their personal and business succession and tax planning, providing documents such as wills, trusts, powers of attorney and advance directives, and business-based documents such as charters, bylaws, employment agreements, buy-sell agreements, partnership agreements, etc.

In addition, I assist clients in setting up tax-exempt organizations and non-profits, and help organizations obtain tax-exempt status with the IRS. I also advise existing tax-exempt organizations on best-practices and compliance with federal and local laws.

With regard to estate administration and litigation, I represent fiduciaries in navigating the probate system and post-mortem estate planning, as well as preparing any necessary estate tax returns. I also represent individual beneficiaries of estates who may need separate counsel.

Specialties: Estate planning and administration; trust administration; tax-exempt organizations (corporate documents and tax work); business planning; estate litigation; taxation.

I am a part-time Eastern Shore resident and have an office on Chincoteague Island, Virginia, as well as in Maryland. 

Outside of work, I enjoy running, biking, swimming, skiing, playing music in a local community band, reading, and playing with my dog and kids.

Free consultations are limited to discussion of fees and general procedures only. Legal advice is given upon engagement and payment of my hourly rate.