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University of Louisville School of Law, Louisville, KY, J.D., 1999
- Cum Laude
University of Louisville, Louisville, KY, B.A.,1995
- Major: Political Science
My practice is focused primarily on the areas of estate planning and administration. However, these areas by their nature touch on a host of other legal areas in which I also practice, such as tax (estate, gift, income, and inheritance), general business law, business succession planning, real estate, and the like. Beyond those rather impersonally stated legal areas, my planning practice also involves assisting clients in the implementation of their personal goals such as charitable planning and addressing sensitive or unique personal issues that impact themselves and their families.
The areas of estate planning and administration initially fascinated me because of their technical intricacies. As my practice matured, though, I came to appreciate the personal side of the practice and that sometimes it is difficult for clients to consider, let alone plan for, their estates because of the finality they see as being involved. Similarly, for those who have lost a loved one, the process of administering an estate can be equally difficult due to the impact of their loss. By talking through the intricacies in a relatable manner and focusing on developing a plan that will benefit the client’s family after they are gone, or in advising a family on the ins and outs of the administration of an estate, I feel I can provide peace of mind value that cannot be stated in dollars and cents. Virtually every situation I encounter is unique, as no two families are exactly alike and, as a result, I’m never fearful of a dull day at work.
HOW I’M DIFFERENT
My approach to advising on a planning issue is two-fold. The first thing I do is listen…and then keep listening. In order to help a client achieve their goals, it is imperative that I understand not only the issue they have in mind, but also to understand why that issue is important to them and what outcomes they feel are acceptable, and vice versa. Then, I work to help the client understand the structure of a plan from a legal perspective and how the structure will allow them to achieve or implement their goals. From a plan implementation perspective, I regularly work with individual and corporate fiduciaries to ensure that they are implementing the terms of the particular estate or trust within the bounds of the plan and in such a manner so as to ensure that the goals of plan are achieved efficiently and effectively.
My career spans 20 years, in which time I have had the benefit of working with attorneys in firms of various sizes and have also been fortunate to have gained experience with the area’s largest trust company for a time. Each step in my career has been beneficial as I have been able to forge terrific relationships both within the legal community and with other professional advisors so we can work collaboratively in achieving a client’s goals.
Kentucky Bar Association,2000
Indiana Bar Association, 2003
Louisville Bar Association
Estate Planning Council of Louisville
Louisville Estate Planning Council
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