I am a member of the Vorys Trusts, Estates and Wealth Transfer Group. My practice ranges from representing individuals with their estate planning and wealth transfer needs, corporate fiduciaries with respect to trust and estate administration issues and nonprofit organizations with their tax exempt compliance.
Working with individuals, I assist them with a variety of wealth transfer matters, including estate planning, charitable planning and business succession planning. My clients consist of high net worth individuals and families, closely-held business owners, corporate executives, retirees, young professionals. I use creative strategies to accomplish my estate planning clients’ tax and non-tax goals, and focus on providing practical solutions.
I also regularly represent corporate fiduciaries on a wide range of trust and estate administration issues, and nonprofit organizations with respect to general governance issues, qualification for tax exemption, compliance with private foundation rules, public charity qualification and use of supporting organizations, and reorganization and dissolution.
I serve on the Executive Committee of the Estate Planning, Trust and Probate Law Section of the Ohio State Bar Association. This Section monitors Ohio’s trust and estate laws and drafts and proposes new legislation for consideration by the Ohio General Assembly.
I am the President of the Board of the Patty Brisben Foundation for Women’s Sexual Health, a public charity working to enhance women’s sexual health and well-being through research and education.
In my free time, I enjoy traveling and playing golf with my husband, and playing with our four-legged child, Kiki.
Areas of Practice
Trusts & Estates
University of Miami School of LawUpdate this Profile