Expert Knowledge to Guide You Through Difficult Decisions

After practicing in New York for several years with a focus on real estate transactions, estate planning and elder law, I moved to Colorado and completed my Masters in Taxation to better serve clients with complex assets. I understand that approaching some of the topics of estate planning, like naming guardians for your children or agents who will take over your financial and medical affairs if you cannot manage them yourself, can be daunting and stressful. I am here to listen and discuss the different options you have when faced with difficult decisions allowing us to come up with the best possible plan for you and your family or business.

With more than thirteen years of experience working with a wide range of clients as well as training under estate planning experts, I stay current with the changing tax, federal and state laws by actively participating in the Statutory Revisions Committee of the Colorado Bar Association, attending frequent Continuing Learning Education classes, serving as an American Bar Association reporter for the preeminent conference on estate planning and tax, the annual Heckerling Institute in Florida, and continually review national publications that discuss the constantly evolving strategies for this area of law.

Professional Credentials:

  • LL.M., University of Denver Graduate Tax Program, Denver, CO, 2010
  • Tax Advocate with the Low Income Taxpayer Clinic, Fall 2009 – Spring 2010
  • J.D., Hofstra University School of Law, Hempstead, NY, 2003
  • B.A. (English / Economics), University of Vermont, Burlington, VT, 1998
  • Licensed to practice in New York and Colorado
  • Reporter for the American Bar Association on the Heckerling Institute, beginning in 2013

Professional Affiliations and Community Involvement:

  • Board Member of the Women’s Estate Planning Council, Denver, Co-Chair of the Public Relations Committee
  • Member of the Colorado Bar Association (Sections: Tax; Trusts and Estates; and Elder Law)
  • Member of the Colorado Women’s Bar Association, and the Rocky Mountain Estate Planning Council
  • Past Co-Chair of the Taxation, Estate Planning and Probate Section of the Boulder County Bar Association (2011- 2013)
  • Volunteer Mentor for the New Lawyers Society of the Trust and Estate Section of the Colorado Bar Association
  • Volunteer at Boulder and Denver County Senior Law Days
  • Participant in Walk MS Denver 2016

Articles and Presentations:

  • Published “Considerations for Estate Planning with a Blended Family” in the March and April 2015 Boulder County Bar Association Monthly Publication and later presented on the same topic to attorney associations and public groups
  • Published “How a Trust can Protect Your Child’s Estate from a Divorcing Spouse” in the March 2012 Boulder County Bar Association Monthly Publication and later presented on the same topic as well as other asset protection strategies to the Boulder County Bar Association
  • Presented on Trends in Tax Planning and Estate Planning for Women in Business to the Golden Women in Business group in January 2014