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PRACTICE
AREAS
- Trust and
Estates
- Estate and
Gift Taxation
- Fiduciary
Income
EDUCATION
- New York
University (L.L.M., 1982)
- College of
William & Mary (J.D., 1981)
- College of
William & Mary (B.S., 1977)
COURT ADMISSIONS
-
Supreme Court of Virginia
-
U.S.
District Court for the Western District of Virginia
- U.S. Tax Court
PUBLICATIONS
-
"The Versatile
Disclaimer," Trust and Estate Newsletter, Virginia State Bar Trusts
and Estates Section (1995)
-
"Road Mines on the Path to Successful Disclaimer Planning," Trust
and Estate Newsletter, Virginia State Bar Trusts and Estates Section
(1995)
-
"Can a Beneficiary
Avoid a Federal Tax Lien by Using a Disclaimer," Trust and Estate
Newsletter, Virginia State Bar Trusts and Estates Section (1999)
-
"Supreme Court to
Address Effect of Disclaimers on Tax Liens," Probate Practice
Reporter (1999)
LEGAL
AFFILIATIONS
- American
Bar Association, Real Property & Probate Section
- American
Bar Association Annual Meeting, Speaker Real Property, Probate &
Trust Section
- American
College of Trust and Estate Counsel and Taxation Section
- Virginia
Bankers Association
- Washington
State Bar Association
- Past
Adjunct Professor, Marshall-Wythe School of Law, College of William
& Mary
AWARDS
AND HONORS
COMMUNITY
INVOLVEMENT
-
College of William
& Mary, Trustee Tribe Club, Trustee
-
Western Branch
Little League, Director
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