- Represented professional fiduciary in complex guardianship and court-supervised trust with related assets in excess of $20 million, including real estate purchases and sales, periodic reporting, investment decisions, and court-approved estate planning.
- Served as guardian ad litem to review trust accountings for beneficiary of long-term multimillion-dollar special needs trust.
- Advised clients on a wide variety of estate planning and tax issues, including drafting Wills, trust agreements, and Powers of Attorney.
- Developed exit strategies for Personal Representatives and Trustees dealing with difficult beneficiaries and/or assets.
University of Washington School of Law – Seattle, WA
Master of Laws in Taxation, 2008
Juris Doctor with Honors, Order of the Coif, 2007
University of Southern California – Los Angeles, CA
Bachelor of Arts, English Literature with Honors, Summa Cum Laude, 2001
Phi Beta Kappa, 2000
Professional Recognition and Awards
Top Rated Estate Planning & Probate Attorney and Rising Star 2014-2017 – Super Lawyers
Very Good Attorney Rating – Avvo
Professional and Community Associations
Washington State Bar Association
King County Bar Association
Phinney Ridge Lutheran Church
Publications and Presentations