I am the grizzled veteran of all matters related to trusts and estates in Pennsylvania. As Trust Counsel, I supply fiduciary advice, counsel and guidance in connection with holistic reviews of estate and wealth transfer plans, in collaboration with relationship teams and with our clients’ external professional advisors.
My Experience
After 9+ years as a practicing estate planning and fiduciary litigation lawyer, I joined the managerial ranks at Mellon Bank, BNY Mellon and Wells Fargo for 25+ years of leading teams of trust and fiduciary professionals in the Northeast and Mid-Atlantic regions.
I am a Past President of the Philadelphia Estate Planning Council (2010) and a Past Chair of the Philadelphia Bar Association’s Probate and Trust Law Section (2020).
Education
- University of Michigan, B.A. cum laude, Classical Languages and Literature
- University of Florida School of Law, J.D., cum laude
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Upcoming Events
9
Nov
Tredyffrin Township Libraries
Proud sponsors of the 2nd Annual Charity Miniature Golf Classic
We look forward to seeing you on the green!
14
Nov
The Pennsylvania Bar Institute
Proud sponsors of the 2025 Estate Law Institute
We look forward to connecting with you there!
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!