29 April 2021 - Events
Maryland State Bar
Virginia State Bar
‘Introduction to the United States,’ The Law Society, Private Client Section Cross Border Conference - March 25, 2021, co-presenter
Me in a minute
The most satisfying aspect of my job is acting as a trusted advisor for clients during their major life events.
I became interested in a career in estate planning after I worked for several years in the financial services industry in New York City after college. While I enjoyed the numerical analysis aspect of that career, I discovered that I ultimately wanted a career that focused on working with individual clients in a more personal setting, so I returned to law school with the goal of becoming an estate planning attorney.
Now, after several years in practice, I can say that this career allows me to serve individual clients and see a tangible impact that my work has on their lives.
As estate planners, we are often called on when a client is going through a major life event such as a marriage, illness or death, birth of a new child, divorce, investment in a new asset or sale of an existing business. The most satisfying aspect of my job is acting as a trusted advisor for clients during their major life events. I truly enjoy guiding clients through the legal aspects of these events to help them achieve their personal goals in the most tax efficient manner possible.
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