Educational Background and Experience: 1969—Bachelor of Science in Accounting, Virginia Commonwealth University; 1972—J.D., Marshall Wythe School of Law, College of William & Mary. Member of Law Review. Awarded Seidman Medallion for Studies in Federal Taxation. 1973—passed the certified public accountant exam in Virginia.
Admitted To: United States Tax Court; United States Court of Appeals, Fourth Circuit; United States District Court, Eastern District of Virginia; all Virginia State Courts.
Teaching & Lecturing: Adjunct Associate Professor of Law, T.C. Williams School of Law, University of Richmond (1978–1989); Adjunct Professor in Estate Planning and in Estate Taxation, Graduate Tax Program, School of Business, Virginia Commonwealth University; Instructor: Advanced Business Tax Planning, American College. Lecturer: Accounting for Lawyers and Financial Provisions of the Revised Model Business Corporation Act, CLE Programs, T.C. Williams School of Law, Univ. of Richmond; Frequent lecturer on estate planning and administration for: Annual V.C.U.-V.S.C.P.A. Tax Conference; Virginia Society of CPA’s; Univ. of Richmond Estate Planning Seminar; and Virginia Continuing Legal Education, including The Douglas W. Conner 31st Annual Advanced Estate Planning and Administration Seminar (2010).
Memberships: American College of Trust and Estate Counsel; Virginia and American Bar Associations; Virginia State Bar; Richmond Estate Planning Council; University of Richmond Estate Planning Advisory Council; Past Member Affiliated Professions Committee, Certified Public Accounting Subcommittee, Virginia State Bar; Past Member and Chair, Third District Ethics Committee, Section II, Virginia State Bar; Past Member and Chair of the Disciplinary Board of the Virginia State Bar; President of Temple Beth Ahabah; Audit Chair and Member of the Board of The Trust Company of Virginia, the Business Advisory Council of Virginia Commonwealth University; and Past Member of the Board of the Hospital Hospitality House, Richmond, Virginia.
Recognition: Named to The Best Lawyers in America, Woodward/White; one of the “Big Trouble Specialists” by Richmond Surroundings Magazine; one of Richmond’s best estate planners by Richmond Magazine; one of Virginia’s Elite Lawyers by Virginia Business; one of Virginia’s Super Lawyers (top 5%) by Law and Politics and Richmond Magazine (2006, 2007, 2008); and, 100 Top Estate Planning Attorneys by Worth Magazine.
Educational Background and Experience: 1988—Bachelor of Science in Commerce, concentration in Accounting, University of Virginia; 1990—passed the certified public accountant exam in Virginia; 1993—J.D., Cum Laude, The T.C. Williams School of Law, University of Richmond. Member of the McNeill Law Society. Awarded Lawyers Co-Operative Publishing Company Book Award for Studies in Federal Taxation.
Admitted To: United States Tax Court; all Virginia State Courts.
Lecturing: Lecturer for Virginia Continuing Education on topics including estate planning, employment and buy-sell agreements, and legal ethics; Lecturer for the Virginia Society of Certified Public Accountants on representing physicians and medical practices.
Memberships: Virginia Bar Association, Richmond Bar Association, Virginia State Bar, Richmond Estate Planning Council, and Private Business Study Group.
Recognition: Named as one of Virginia’s Elite Lawyers in Taxes, Estates, and Trust Law in 2005 by Virginia Business.
Educational Background and Experience: 2008-Bachelor of Business Administration in Accounting and Bachelor of Arts in French, College of William & Mary; 2009-Master of Accounting, College of William & Mary; 2010-Admitted as a Certified Public Accountant in Virginia; 2014-J.D., Magna Cum Laude, T.C. Williams School of Law, University of Richmond. Member of the McNeill Law Society, Order of the Coif, Richmond Journal of Law and Technology, and Exchequer of Phi Delta Phi. Awarded CALI Excellence for the Future Awards for Studies in Contracts, Taxation of Non-Corporate Entities, Estate & Gift Taxation, Sales & Leases, Real Estate Transfers & Finance, and Core Commercial Law Concepts; awarded Richmond Law Book Award for Studies in Lawyering Skills II.
Admitted To: All Virginia Courts.
Memberships: Virginia State Bar; Virginia Association: Metro Richmond Women’s Bar Association.