Education:

• University of Florida Levin College of Law, 2010 (LL.M. in Taxation)
• Florida State University, summa cum laude 2009 (J.D.)
• Stetson University, cum laude, 2006 (B.B.A., Business Administration)

Professional Memberships:

• The Florida Bar
• The New York Bar
• The Orange County Bar Association
• Central Florida Estate Planning Council, Board Member
• Estate Planning Discussion Group
• Citrus Club, Leadership Alliance, Board Member
• Citrus Club of Orlando, Board of Governors (2020- 2022)
• Sunshine State Scholarship Foundation, Director & Treasurer (2012 –  2019) OCBA Bench Bar, Board Member
• Fellow, Real Property, Probate and Trust Law Section of the Florida Bar (2019-2021)

Presentations:

• Lady Bird Deeds: an inexpensive probate avoidance technique, Central Florida Estate Planning Council Luncheon (February 11, 2020)
• How to Avoid Probate without Trusts workshop for Fairwinds Credit Union (Jan 2020) (Presentation)
• Asset Protection Planning Workshop for Fairwinds Credit Union (July 2019)
• Estate Planning Basics Workshop for Fairwinds Credit Union (Jan 2019)
• “To deed or not to deed, Lady Bird is the Question,” Orange County Bar Association Estate, Guardian, and Trust Law Committee (2018)
• Florida Fiduciary Acess to Digital Assets, CLE Presentation for Orange County Bar Association (June 2016)
• Asset Protection for Professionals, Entrepreneurs, & Investors Lunch & Learn (May 2016)
• Taking Title: Options & Implications for Foreign Investors, Central Florida AREAA (Sept 2015)
• “Basic Estate Planning & Asset Protection Session,” Orange Country Bar Association Leadership Law (April 2014 & April 2015)
• “Estate Planning 5 Minute Update,” Central Florida Estate Planning Council (2013-2014)
• “Florida Durable Power of Attorney Update,” Orange County Bar Association Continuing Legal Education (2013)
• “Tax Law Session,” Orange Country Bar Association Leadership Law (April 2013)
• “Asset Protection Planning for Business Owners,” Popular Community Bank Panel Luncheon (September 2012)
• “Business Contract Basics,” Citrus Club Young Executive Luncheon Speaker Panel (July 2012)
• “10 Estate Planning Myths,” Palm Valley Coffee Hour (August 2011)

Practice Areas:

• Estate Planning
• Estate (Probate) Administration
• Trust Administration, Modification, & Termination
• Estate Tax Return Preparation (IRS Form 706)
• Asset Preservation Planning
• Homestead Law
• Business Law
• Tax Law
• Debt Collections
• Qualified Domestic Relations Orders (QDRO’s)