Education & Admissions

  • LL.M. in taxation, University of Baltimore, 2005
  • J.D. (cum laude), University of Baltimore School of Law, 1998
  • B.S. in economics, Washington University, 1992

Activities

  • Member of the Maryland State Bar Association
  • Member of the Maryland Association of Certified Public Accountants
  • Member of the Baltimore Estate Planning Council and the Howard County Bar Association -- Estates & Trusts Section
  • Commissioner for the Howard County Commission on Aging

Posts

"The Weekly Scenario: Trust Decanting"

What is trust decanting? Trust decanting is the act of distributing assets from one trust to a new trust with…

"The Weekly Scenario: Required Minimum Distribution (“RMD”) under the SECURE Act"

Is there a year of death for Required Minimum Distribution (“RMD”) under the SECURE Act? Even over a year in…

"The Weekly Scenario: Uncertainty and Opportunity in 2021"

  Is Now the Time to Make a Substantial Gift? As I reported last week, we may soon see a…

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