As Trust Counsel, I am a subject matter expert on matters related to estate planning, advanced tax planning and trust and estate administration. I work closely with clients to provide holistic reviews of their estate and wealth transfer plans in collaboration with our relationship teams and outside professional advisors.
I provide advice and guidance to team members on all aspects of new and ongoing trust business to ensure our beneficiaries are being suitably serviced and our teams are informed and knowledgeable with respect to changes in federal state and local laws which may impact our clients. I am an ally to both our colleagues and clients.
My Experience
I began my career as a trusts and estates attorney in private practice. For almost 14 years, I created estate and wealth transfer plans for high-net-worth individuals and families in New York, and a large part of my practice was spent administering trusts and estates.
Prior to joining Fiduciary Trust International, I served as the Chief Fiduciary Officer of a California chartered trust company, where I was responsible for overseeing fiduciary risk management efforts for the firm. I am pleased to be able to blend all of my experience here at Fiduciary Trust International to provide the best service for our clients.
Education
- Binghamton University, Bachelor of Arts
- Elisabeth Haub School of Law at Pace University, Juris Doctor
- Elisabeth Haub School of Law at Pace University, Adjunct Professor
Legal Credentials
- New York State Bar Association, Member
Let's talk
Upcoming Events
16
Nov
The American Bar Association
We are proud sponsors of the ABA RPTE Fall Meeting
We look forward to connecting with you in New Orleans!