A mediator through DRC, I mediate family and business disputes in my experience areas. With four decades of practicing estate and trust law and consulting on high stakes divorces, I am uniquely qualified to mediate solutions not only with dollars and cents, but also with tax and estate/trust solutions. I mediate business disputes about ownership, succession and management, and family conflicts like divorce, wills, trusts, guardianships, and elder care. My law practice is specific to estates: estate planning (including business succession planning), trust and estate administration, estate and gift tax defense, probate, guardianship, and resolution of related disputes or litigation. My favorite activity has always been successfully resolving truly messed up estates and trusts regardless of how the mess arose. Our estate and business planning services have addressed estates valued from $25,000 to $200,000,000.
As a law partner with Schaffer Herring, I can field efficient litigation teams to resolve disputes between fiduciaries (trustees, executors, guardians, agents) and beneficiaries or wards. My legal team has in-depth experience in estate and trust administration and creative estate doctoring (easing the consequences of poor, poorly executed, or non-existent estate planning). I was a federal Assistant General Litigator for Health and Human Services, IRS Estate and Gift Tax Lawyer, and private practice estate attorney. An Adjunct Professor, I taught estate tax at Northeastern State University and jurisprudence at the University of Tennessee. My education includes a BA, JD, LLM in Taxation, and certificates in mediating litigated cases, elder care, and family law.I sit on the Advisory Board for Purview Life, support veteran’s causes, and am a Be My Eyes volunteer for blind or visually impaired people. I blog in my subject areas and present professional or public seminars for attorneys, CPAs, financial planners, business groups, and the general public.
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