Carmen is an empathetic listener who endeavors to understand her clients’ singular perspectives to best design their legacy plan and further their goals for preserving family harmony, providing incentives for social responsibility and positive values, and addressing the financial and philanthropic education of their legacy recipients. Carmen’s high standards of commitment to her clients and years of experience enable her to pinpoint core issues, create alternative and innovative courses of action, and identify the best solutions and opportunities while simplifying complexity, identifying efficiencies, and motivating others to take action, all in a client-centric, collaborative, and tax-conscious manner.
Carmen is a Martindale Hubbell AV Preeminent (5 out of 5) rated tax attorney for ethical standards and professional ability in the areas of legal knowledge, analytical capabilities, judgment, communication, and legal experience, based on evaluations by other attorneys and the judiciary in the United States.
•U.S. and international income, gift, estate, and generation-skipping transfer tax planning
•Business counseling, restructuring, and succession planning
•Sophisticated life insurance and premium-financing planning
•Nontraditional couples and families
•Estate and trust administration
•Post-mortem tax planning
•Federal and state fiduciary, gift, and estate tax reporting
•Federal and state income, gift, and estate tax controversies
Recognition & Leadership
Awards & Accolades
•Rated, AV Preeminent 5.0 out of 5
AV , AV Preeminent , Martindale-Hubbell Distinguished and Martindale-Hubbell Notable are certification marks used under license in accordance with the Martindale-Hubbell certification procedures, standards and policies.
(Also at Washington, D.C. Office)
Professional & Community Involvement
•Member, American Bar Association, Sections of Taxation and Real Property, Probate and Trust
•Member, District of Columbia Bar Association
•Member, District of Columbia Estate Planning Council
•Member, Hispanic Bar Association of the District of Columbia
•Member, International Bar Association
•Member, National Hispanic Bar Association
•Member, Puerto Rico Bar Association
•Member, Society of Trust and Estate Practitioners (STEP)
•Member, Virginia State Bar Association
•Past Chair of the Subcommittee on Reporting Requirements and Gift Tax of the American Bar Association Section s Estate and Gift Taxes Committee
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