Member at ElderCounsel, LLC
Estate Planning Trust and Probate Attorney for over twenty years. Management Consultant at McKinsey & Co. for three years. My primary legal focus is estate tax planning, special needs planning, and asset protection. Quoted in the Wall Street Journal, New York Times, and Time Magazine. Interviewed on special needs planning by Fox Business News. Teaching continuing legal education will always be a passion of mine; I am a lifelong learner who loves to share the wealth through teaching. Nationally recognized expert speaker, author, and practitioner in estate and special needs planning. I love to work closely with people to create highly customized plans that ensure the support of sometimes-hard-to-define family values and goals. If I can provide measurable value with creative ways to mitigate threats, even better!
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