Member

Representative Matters

• Designs plans to transition wealth and ideals to future generations while minimizing impact of gift, estate, and generation-skipping transfer taxes.
• Provides counsel to surviving spouses and children relating to administration of estates and trusts, transition of property to beneficiaries, and (with the assistance of family financial advisors) structures for diversification of portfolios to fit the intended disposition.
• Provides counsel on pre- and post-nuptial agreements.
• Establishes and provides advice on the administration of charitable trusts, charitable foundations, donor advised funds, and other charitable endeavors.
• Represents personal representatives, trustees, and beneficiaries in estate and trust administration disputes.

Professional Activities

• Admitted New York, 1997
• Admitted Colorado, 2001
• Member, Colorado Bar Association, Trust and Estate Section
• Member, Denver Bar Association
• Member, American Bar Association
• Professional Advisors Council, The Denver Foundation
• Member, Longmont Community Foundation Board

Education

• Juris Doctor, Harlan Fiske Stone Scholar, Columbia Law School, 1996
  
  • Submissions Editor, Columbia Journal of Transactional Law
• Bachelor of Arts, magna cum laude, Georgetown University, 1992
• Phillips Exeter Academy, 1988

Honors and Awards

• Phi Beta Kappa
• Alpha Sigma Nu