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
  • Maryland

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 CARES Act from an Estate Planning and Individual Taxpayer Perspective"

What are the key takeaways to the Coronavirus Aid, Relief and Economic Security Act (“CARES Act”) from an estate planning…

"The Weekly Scenario: Who Can Serve as Executor of Your Estate?"

Question: Who can serve as executor of your estate? Answer: One important reason to have a will is to be…

"The Weekly Scenario: Replaced Lifetime Stretched IRA"

Question: Does the lifetime stretch IRA which is now replaced with a 10-year rule under the SECURE Act for the vast majority of beneficiaries apply to Roth IRAs?

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