Experience
As a young attorney, I worked with families in crisis because a family member needed nursing home care or a child with a severe disability needed social security benefits. My clients wanted an empathetic and knowledgeable attorney who could navigate them through the bureaucracy and uncertainty of Medicaid and special needs planning. My practice evolved after I attained my L.LM. in Taxation and my clients wealth profiles dramatically changed, but their preference to work with an attorney who takes the time to listen and understand their families' needs remained the same.
Education
I am a 2003 graduate of Boston College Law School and received my undergraduate degree from Rosemont College in 2000. After receiving my J.D., I attained my L.LM. from Boston University’s Graduate Tax Program in 2006, graduating with my class’s highest cumulative GPA. I am licensed in both Massachusetts and Florida.
Professional and Civic Community Involvement
I am an active member of the Boston Estate Planning Counsel, having served on its Young Professionals Committee (2009-2010), its Sponsorship Committee (2010-2011) and its Programs Committee (2011-2012). I am also an active member of the Boston Bar Association, for the BBA’s Trust & Estate’s Committee, having served as a co-chair of the Practice Fundamentals Subcommittee (2012-2014) and a co-chair of the Communications Subcommittee (2015-2016). I also served on The Boston Foundation’s Professional Advisor Network from 2009 until 2011. I served as a volunteer attorney with Shelter Legal Services Foundation Inc. (SLSF) from 2003 until 2011 and served as a board member of SLSF from 2009 through 2011. I am also a volunteer with the New England Chapter of the National Multiple Sclerosis Society.
Publications and presentations
Estate Planning Symposium 2015, MCLE, June 2015 (Presenter)
Estate Planning: Client Hypotheticals, MCLE, June 2015 (Presenter)
Irrevocable Life Insurance Trusts: An Overview of Drafting, Funding and Administering an ILIT, BBA, April 2015 (Presenter)
Gifting Basics: Year-End Planning for the Estate Planner, BBA, December 2014 (Presenter)
Death Bed Planning, MCLE, October 2012 (Presenter)
Lessons from Turner to Protect Against IRS Challenges to FLPs, Estate Planning Magazine, Summer 2012 (Co-Author)
Gifting Strategies, MCLE, May 2010 (Presenter)
When is an Irrevocable Trust Not Really Irrevocable, Women’s Business Boston, May 2009
Pass Along your Family’s Business through Gifting, Women’s Business Boston, June 2008
The State Matters, Private Wealth Magazine, April/May 2008 (Co-Author)