Managing Partner

• Apr 2018 - Present

Attorney

• Jul 2013 - Present

- Advising individuals and families on estate planning strategies that focus on control planning, asset protection, and tax planning. - Drafting revocable living trusts, wills, powers of attorney for finances and medical decisions, irrevocable life insurance trusts, GRATs and other types of irrevocable trusts. - Drafting grant deeds for transfers of real property and well as assignments of business interests. -- Working with individuals and families to create limited liability companies, and limited partnerships. - Representing clients with trust administrations, small estate administrations and probate proceedings. - Developing marketing solutions and organizing seminars for individuals in the community and businesses.

ARAG Network Attorney

• Jul 2016 - Present

Proud Member of the ARAG Attorney Network Proud Member of the ARAG Attorney Network

Tax Appeals Assistance Program Law Clerk

• Aug 2013 - Dec 2013

- Researched Sales and Use Tax Appeals - Conducted client interviews - Negotiated and communicated with auditors regarding clients' cases - Communicated daily with client regarding status and strategy - Researched Sales and Use Tax Appeals - Conducted client interviews - Negotiated and communicated with auditors regarding clients' cases - Communicated daily with client regarding status and strategy

Legal Intern

• May 2013 - Aug 2013

• Researched and drafted legal memoranda in the area of tenants’ rights. • Drafted demand letters, client communications, and summaries for supervising attorneys. • Conducted settlement negotiations with opposing counsel. • Communicated daily with client regarding status and strategy. • Researched and drafted legal memoranda in the area of tenants’ rights. • Drafted demand letters, client communications, and summaries for supervising attorneys. • Conducted settlement negotiations with opposing counsel. • Communicated daily with client regarding status and strategy.

Law Student Volunteer

• Feb 2013 - Feb 2013

- Conducted client interviews. - Prepared powers of attorney for finance, simple wills and advanced health care directives while consulting with supervising attorneys. - Conducted client interviews. - Prepared powers of attorney for finance, simple wills and advanced health care directives while consulting with supervising attorneys.

Law Student Volunteer

• Dec 2012 - Dec 2012

- Met with clients to develop facts of their case and analyzed the client’s issues. - Discussed strategies with supervising attorneys. - Met with clients to develop facts of their case and analyzed the client’s issues. - Discussed strategies with supervising attorneys.

Administrative / Marketing Intern

• Sep 2011 - Aug 2012

- Communicated with local companies to promote volunteer and education programs. - Organized a complex filing and database system. - Created lesson plans and strategies for humane education programs. - Administrative duties including answering phones, contacting clients, and copying. - Communicated with local companies to promote volunteer and education programs. - Organized a complex filing and database system. - Created lesson plans and strategies for humane education programs. - Administrative duties including answering phones, contacting clients, and copying.

Administrative Assistant

• Sep 2010 - May 2012

- Received training and professional development in early childhood theory and practice, including language and literacy development, leadership skills and communication. - Coordinated 25 team members’ schedules, - Presented and implemented ideas for volunteer coordination - Office duties such as copying, filing, data input and general organization - Received training and professional development in early childhood theory and practice, including language and literacy development, leadership skills and communication. - Coordinated 25 team members’ schedules, - Presented and implemented ideas for volunteer coordination - Office duties such as copying, filing, data input and general organization