Education & Admissions
- Building Wealth, Creating Professional Freedom, Healthcare Businesswomen's Association, Bethesda, MD, May 22, 2019, Panelist
- Joint Trusts: Does It Take Two (Revocable Trusts) to Make a Thing Go Right?, D.C. Bar Estate Planning Tax Series, Washington, D.C., May 17, 2017, Co-Presenter
- Picking Up the Tab: Considerations in Drafting Tax Apportionment Clause, D.C. Bar Estate Planning Tax Series, Washington, D.C., September 8, 2015, Co-Presenter
The Tax Cuts and Jobs Act of 2017 created sweeping amendments in federal tax legislation, including important modifications to the federal estate and gift tax laws. The impact of the federal estate tax changes on the D.C. and Maryland estate tax systems created a frenzy of local legislation during 2018. As the dust settles on 2018, there is more clarity for estate tax exemptions in 2019.