Experience

IRS, Office of Chief Counsel

• United States
• Law Practice
• 400 - 500 Employee

• General Attorney (Tax)

  • Sep 2022 - Present

  Denver, Colorado, United States



Mercer Advisors

• United States
• Financial Services
• 700 & Above Employee

• Associate Estate Planning Attorney

  • May 2021 - Sep 2022

  Denver, Colorado, United States • Meet with clients to design, fund, and maintain estate plans • Draft estate plan documents, including trusts, wills, powers of attorney, healthcare directives, and funding related documents • Prepare and review deeds and transfer of real property documents • Review and summarize existing estate planning documents, including making the appropriate observation regarding changes in law and family circumstances • Serve as in-house resource in estate planning to Wealth Management teams… Show more • Meet with clients to design, fund, and maintain estate plans • Draft estate plan documents, including trusts, wills, powers of attorney, healthcare directives, and funding related documents • Prepare and review deeds and transfer of real property documents • Review and summarize existing estate planning documents, including making the appropriate observation regarding changes in law and family circumstances • Serve as in-house resource in estate planning to Wealth Management teams nationwide • Remain current with related state, trust, and tax legislation nationwide • Manage at least one legal assistant, as assigned, as related to the overseeing day-to-day tasks, training, calendaring, time management, coaching, and mentoring • Perform other duties as assigned

• Law Clerk

  • Jan 2021 - May 2021

  Denver, Colorado, United States • Preparing deeds, assignments, and other documents, as well as working with county recorders to ensure deeds are properly filed • Drafting estate planning documents and preparing reviews of existing estate plans • Preparing and filing entity formation documents • Preparing estate planning binders for delivery, as needed • Maintaining client files



SNYPUR LLC

• Writer

  • Aug 2019 - Jan 2020

  Greater Denver Area  Research and write complex memorandum  Assist clients in improving their written product



Killmer, Lane & Newman LLP

• Law Practice
• 1 - 100 Employee

• Law Clerk

  • Jun 2018 - Aug 2018

  Denver, Colorado • Drafted memos, motions, discovery, and other pleadings concerning constitutional, employment, and disability law. • Researched and consolidated information relating to statutes, regulations, and judicial opinions • Aided in the facilitation of depositions



Marquette Unemployment Compensation Clinic

• Semester Volunteer

  • Jan 2018 - May 2018

  Milwaukee, WI • Vetted potential clients • Interviewed clients about the factually unique aspects of their claims • Researched and established clients' theory of the case • Communicated directly with the local hearing office • Prepped clients for their unemployment hearing • Represented clients in contested hearings



Levin & Perconti

• United States
• Law Practice
• 1 - 100 Employee

• Law Clerk

  • May 2017 - Aug 2017

  Chicago, Illinois • Drafted motions, mediation submissions, demands, discovery, and other pleadings • Researched and consolidated information relating to statutes, codes, model rules, regulations, court opinions, medical records, affidavits, and depositions • Assisted with deposition preparations



Tabak Law, LLC

• United States
• Legal Services
• 1 - 100 Employee

• Law Clerk

  • Jun 2016 - Aug 2016

  Milwaukee, Wisconsin • Drafted briefs, pleadings, applications, and correspondences related to matters of social security, veteran’s benefits, and workers’ compensation claims. • Communicated directly and effectively with clients, opposing counsel, medical providers, and insurance companies • Compiled medical records and evaluations for upcoming hearings



The Bar Association of Metropolitan St. Louis

• United States
• Professional Organizations
• 1 - 100 Employee

• Summer Intern

  • Jun 2014 - Aug 2015

  St. Louis, Missouri • Communicated with local law firms, attorneys nation-wide, and the public • Facilitated Association improvement plans • Developed and improved the bamsl.org website • Conceptualized and orchestrated Association events • Published in the Saint Louis Lawyer • Represented the Association



The Missouri Department of Labor and Industrial Relations

• Legislative Intern

  • Feb 2013 - Aug 2013

  Jefferson City, Missouri • Participated in hearings, legislative sessions, and press conferences • Communicated with state and national legislative offices • Drafted Department bill reviews • Compiled, calculated, and set Missouri's Prevailing Wage rates for the following year • Organized for the Mid-American Labor/Management Conference



Missouri Progressive Vote Coalition

• Intern

  • Jan 2012 - May 2012

  Springfield, Missouri Area • Informed volunteers and local organizations of the target issues • Petitioned high-traffic areas around Springfield, Missouri