20+ year experienced Trusts and Estates attorney who is highly effective at communicating with clients and their trusted advisors to develop and implement a comprehensive estate plan. Dedicated Make-A-Wish Maine volunteer who has served on the Board of Directors and as a Co-Chair of the highly successful Chips N Dips event that increased its net revenue by 325% this year.
|
|
Bar Admissions: Maine and New Hampshire (1994)
Maine State Bar Association (Member 1994-present)
New Hampshire State Bar Association (Member 1994 -present)
Cumberland County Bar Association (1994 -present)
Maine Estate Planning Council (Member 1995 - present)
Maine Estate Planning Council (Board of Directors 2001-2011, President 2007-2008)
Provide clients with high quality legal services, including representation with regard to wills, trusts, power of attorneys, advance health care directives, estate and gift tax planning; planned giving, elder law planning, probate administration, trust administration, business and wealth transition planning. Represent individuals, fiduciaries, beneficiaries and business owners. Serve as Personal Representative and Trustee. Actively participate in the management of 15-18 attorney firm. Served on the management committee, marketing committee, budget committee and as managing partner. Active in client development and stewardship. Mentor to partners and associates.
Active member of the Board of Directors: participated in development throughout board term, served as co-chair of the strategic planning committee, chair of the human resources committee, member of original Chips N Dips team and co-chair of event for 2 years, member of the executive search committee for the chapter CEO, and appointed Board Member for quarterly national liaison calls. Board of Directors term expired in August 2015, eligible to return to the Board of Directors in September 2016. Continue to serve as a non-board member volunteer on the human resources committee and the Portland regional development committee.
Participate in the annual screening, interview and selection process for post-secondary education scholarships.
Prepared course materials, prepared lesson plans, and taught the comprehensive FP106 Estate Planning course to students preparing for the Certified Financial Planning (CFP) examination.
Selected to participate in Federal Judicial Clerk Internship Program, Intern Clerk for the Honorable Steven J. McAuliffe, United Stated District Court, New Hampshire. (1993/1994 academic year).
Companies Worked For:
School Attended
Job Titles Held:
Degrees
Advertisement
