Attorney Profile
Practice Areas:
- Estate Planning
- Estate Administration
- Trust Administration
- Wealth Transfer Taxation
- Family Wealth Succession Planning
Memberships:
- American College of Trust and Estate Counsel
- Maryland State Bar Association (MSBA Taxation Section Council, 1995-1998; Secretary/Treasurer, 1997-1998; Chair-Elect, 1998-1999; Chair, 1999-2000; Council Member, Estates and Trusts Section, 2003-present)
- District of Columbia Bar
- Montgomery County Bar Association
Awards and Distinctions:
- Listed, Top 25 Women, Maryland Super Lawyers, Baltimore Magazine, 2007
- Fellow, American College of Trust and Estate Counsel
- Washington, D.C. Super Lawyers - 2007, 2008, 2009
- Maryland Super Lawyers - 2007, 2008, 2009
- J. Ronald Shiff Memorial Pro Bono Award, 2009
- Judith C. Mero Memorial Award, 1995
- Montgomery County Bar Foundation, Pro Bono Service Award, 1995
Education:
- Valparaiso University (Indiana), Bachelor of Arts in Psychology with High Distinction (1978)
- George Washington University National Law Center, Juris Doctor (1983), Masters of Law in Taxation with Highest Honors (1985)
Professional History:
- Teaching Fellow, George Washington University National Law Center (1983-1985)
- Attorney-Advisor to Honorable C. Moxley Featherston, U.S. Tax Court (1985-1987)
- Associate, Law Firm of Miles & Stockbridge (1987-1994)
- Associate, Law Firm of Gordon, Feinblatt, Rothberg, Hoffberger & Hollander (1994-1995)
- Established sole practice in Rockville (1996)
Publications:
- "Top Ten Myths and Misconceptions in Estate Planning," Maryland Bar Journal, March/April 2003
- "Alternative Work Schedules," Maryland Bar Journal, May/June 1996
- Contributing Author and Editor, "Taxation of Investments," Prentice Hall Law and Business, 1987
- Research Assistant and Editor, "Tax Planning Strategies," Callaghan, 1985
- "Defining the Role of Qualified Terminable Interest Property in Effective Estate Planning," Taxation for Lawyers, July/August, 1983
- "What Every Planner Should Know About Q-Tips," Successful Estate Planning Ideas and Methods, June 6, 1983
