I devote my practice to helping families and small businesses with their legal needs.
My expertise in estate planning focuses primarily on families with special needs children. I am passionate about helping families with special needs planning, which is estate planning for the benefit of a family which includes someone who is disabled or who may be receiving needs-based government assistance. The emphasis in our planning for such a family is to protect the family member who may receive (now or in the future) needs-based government assistance. I achieve this through estate planning and by utilizing specialized accounts, special needs trusts, and other legal and financial tools.
I began my legal career working at a large firm focusing on financial litigation. It was only after I adopted my middle child, with special needs, that I experienced the lack of resources available to similarly situated families. Managing that process for my own family inspired me to shift my legal focus to better advocate on behalf of my daughter. In doing so, my practice has also shifted.
Thus, one important focus of my law practice is helping families navigate the complexity of special needs advocacy. In doing so, I combine my legal knowledge with my personal experiences as the parent of a special needs child. I work with families as they learn to advocate for their child both in the education system and in life long planning. I work with families seeking to better understand special education and IEP meetings, help them secure additional services/accommodations, and understand the role of effective advocacy.
Many of the families I have served own and operate small businesses right here in our community. As I advised families with their personal affairs, I learned they also needed help with their businesses. In this way, I serve as the trusted advisor for my clients’ family matters as well as their business interests. As a consequence, I handle business entity formation, general business and corporate law matters, and litigation. I also have extensive experience in non-profit formation and management.