As the Director of Estate Administration at Fiduciary Trust International, I oversee the administration of complex estates and post-death trusts in accordance with legal, tax, and fiduciary standards. I manage a team of experienced professionals who work closely with clients, beneficiaries, and advisors to settle estates and administer trusts efficiently and thoughtfully when Fiduciary Trust International is serving as a fiduciary of the estate or trust, or is retained to act as agent to the fiduciary.
My Experience
Prior to joining Fiduciary Trust International in 2016, I was an attorney in private practice, where my primary practice areas were estate administration, estate planning, and matrimonial law.
Education
- Hofstra University School of Law, Hempstead, New York, Juris Doctor, May 2011
- Bucknell University, Lewisburg, Pennsylvania, Bachelor of Arts, magna cum laude, in Economics and Spanish, May 2007
Legal Credentials
I am admitted to practice law in New York State.
Board Positions
I am a board member of the Estate Planning Council of Long Island, Inc., and a member of the New York State Bar Association's Trusts and Estates Section, serving on the Trust and Estate Administration and Estate Taxation Committees.
I have presented and written on estate administration topics, including estate taxation and the administration of tangible personal property and artwork, for the New York State Society of CPAs, the Estate Planning Council of Lower Fairfield County, the American Bar Association, STEP LatAm, NYU School of Professional Studies, and the New York State Bar Association, among other organizations.
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Upcoming Events
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