As Trust Counsel, my goal is to make every client clearly and transparently understand their estate plans and maximize tax and administrative efficiency. I have worked with high-net-worth and ultra-high-net-worth individuals, families, executors and trustees for over a decade. I use my extensive experience to help Fiduciary Trust International's clients understand and tailor their estate plans by providing practical, understandable, goal oriented and holistic analysis and guidance. I have experience counseling business owners, multi-generational families, real property owners and clients with complex and intricate estate plans and sale and gift transactions. I also have extensive experience helping clients administer trusts both during life and after the death of a loved one.
Clients appreciate my clear explanations, friendly approach, patience and understanding of their core values and personal concerns.
My Experience
Prior to joining Fiduciary Trust International I worked exclusively at firms specializing in trusts and estates. Most recently I worked at Kopple, Klinger & Elbaz LLP, where I practiced law as a Senior Associate Attorney. Previously, I practiced law at the Law Offices of Michael K. Lanning, APLC (formerly Lanning & Peterson, LLP) and Weinstock Manion.
Education
-
University of California at Santa Barbara (UCSB), Bachelor of Arts, Psychology, high honors
-
University of California at Los Angeles (UCLA), Juris Doctor
Legal Credentials
- Juris Doctor (J.D.) from UCLA School of Law
- Admitted to the State Bar of California
-
I am a member of the Trusts and Estates Section of the California State Bar and the Beverly Hills Bar Association
Let's talk
Upcoming Events
12
Jan
The 60th Annual Heckerling Institute on Estate Planning
Please visit us at Booth #323.
We look forward to connecting with you in Orlando!
