Areas of Practice
Strategic wealth and business transfer and succession planning for high net worth families and business owners; estate planning; administration of trusts and estates; formation of business entities to implement tax and non-tax planning; tax-exempt organizations

Prior Experience
Associate, Holland & Knight LLP, Portland, OR

Judicial Clerk, Honorable Thomas A. Balmer, Oregon Supreme Court, Salem, OR

Publications and Presentations
Author, "What’s next for your family’s business?" The Daily Journal of Commerce, January 3, 2008

Author, Pet Trusts, Oregon State Bar, Administering Trusts in Oregon

Speaker, Navigating the Oregon Principal and Income Act, Oregon Board of Accountancy Continuing Professional Education

State Bar Admissions
Admitted to Practice in Oregon and Washington

Memberships and Activities
Oregon Bar Association

Washington State Bar Association

American Bar Association

Multnomah County Bar Association

Education
J.D., summa cum laude, Willamette University College of Law, Salem, OR, 2002

• Articles Editor, Willamette Law Review