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