My practice emphasizes the legal and crisis issues faced by the elderly and their families, including incapacity, guardianship, long-term care, and end-of-life concerns. In my 30+ years of practice, I have truly enjoyed the relationships I have developed with my clients and their families. I have the privilege of helping and protecting them, often at one of the most difficult times in their lives. I also enjoy educating my community about elder law issues and am a frequent speaker to senior groups, medical and social workers, financial professionals and community groups.
I value helping people in times of crisis, whether it is guiding families through the probate system or relieving anxiety by simply answering questions. I pride myself on being reliable and thorough in my work. I strive to take the mystery out of the legal process. My practice emphasizes legal issues unique to the elderly and their families, including guardianship and conservatorship proceedings, probate estates, trust administration, and estate planning.
After 22 years of practicing estate planning and estate administration, I believe that promoting family harmony is the core of a good estate plan. My early background as a professor allowed me to develop the skills to explain the law, even technical aspects of the law like taxes and public benefits, in a way that is understandable and practical. I am a visual person so I tend to draw flowcharts and use a white board to illustrate the discussion points for my clients.
I pride myself on being approachable, down to earth, and willing to answer any questions my clients may have. My practice emphasizes estate and tax planning and estate administration and I cannot think of any area in which I would rather practice. I invest in learning about my client’s whole story which creates a friendly environment in which I can provide more effective assistance.
I want my estate planning clients to walk away with a customized, detailed, realistic, and clear estate plan which will accomplish their wishes. Estate planning can be uncomfortable and confusing and my goal is to explain complicated legal options in a way that is easy to understand and clear. I want to provide peace of mind and clarity for my clients while also giving them the information necessary to make well informed decisions.
I strive to provide the helping hand my clients can turn to for guidance and support in challenging times. Whether it is with a court-related case such as probate, guardianship or conservatorship, an administrative process like Medicaid, or the planning for a loved one with special needs, I thrive on helping individuals and families with their legal needs.
Practicing in the field of trust and estate administration means that I often work with spouses, family members, and friends named as Trustee or Personal Representative after a loved one’s death or incapacity. In this overwhelming time I want my clients to be at ease knowing they can rely on me to be accessible and answer all of their questions. I enjoy helping them understand their responsibilities and making the legal process easier to undertake.
I am passionate about using my experiences in advocacy to help families during tough life transitions. My goal is to listen to my client’s values and concerns, and offer individualized solutions to complex family situations. I aim to provide clear options to meet my clients’ needs and guide them through the legal processes of guardianship, conservatorship, trust and estate administration matters.
My highest priority is helping my clients feel heard, respected, and cared for. I know my clients have worked hard all their lives and now want to feel certain that all of their ducks are in a row and that they aren’t leaving any loose ends to be tied up for later in life or for their loved ones. I feel so honored to have the chance to help my clients achieve real peace of mind through estate planning and administration.