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, Member (2009-Present)
• The New York Bar, Member (2013-Present)
• Real Property, Probate and Trust Law Section of the Florida Bar, Member (2012-Present)
  • Executive Council (2021-2022)
  • Fellowship (2019-2021)
• Florida Fellows Institute of the American College of Trust and Estate Counsel (ACTEC), Fellow (2021-2022)
• Central Florida Estate Planning Council, Member (2012-Present)
  • Secretary (2021-2022)
  • Board Member (2016-2020)
• Orange County Bar Association (“OCBA”), Member (2012-Present)
  • Board Member of OCBA Bench Bar (2018, 2020, & 2022)
  • Estate, Guardianship, & Trust Law Committee of OCBA
    • Steering Committee (2015-Present)
    • Chair (2016)
• Estate Planning Discussion Group
  • Member (2012-Present)
• Citrus Club of Orlando
  • Board of Governors (2020-2022)
  • Leadership Alliance, Board Member (2018-2019)
• Sunshine State Scholarship Foundation, Director & Treasurer (2012-2019)

Presentations:

• “Lady Bird Deeds & other non-probate transfers”, CLE presentation OCBA EG&T Committee (May 2021) (Presentation)
• “Tax Law Changes on the Horizon”, Health, Wealthy, & Wise Panel Luncheon (March 2021) (Presentation)
• 2020 Employer Opportunities: Giving More While Spending Less,https://vimeo.com/478578251 Primerus Webinar Series (November 12, 2020) (Presentation)
• Florida Enhanced Life Estate Deed & other non-probate transfer techniques, Martin County Estate Planning Council (October 15, 2020)
• 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)

Publications:

• Lady Bird Deed Practice Points, Orange County Bar Association Briefs (July 2021)
• Probate & Trust Division Roundtable, RPPTL Actionline (Spring 2021)
• 2020 Employer Opportunities: Give more while spending less, Tax Adviser (October 15, 2020)
• Probate Case Summaries Fall 2020, Florida Bar Real Property Probate & Trust Law Section Actionline (Fall 2020)
• Probate Avoidance Primer, Orange County Bar Association Briefs (August 2020)
• PPP Loan Forgiveness Tax Alert – Notice 2020-32 (July 21, 2020)
• Trust Drafting Consideration: Fla. Stat. 736.0412 Nonjudicial Modification, Florida Bar Real Property Probate & Trust Law Section Actionline (Summer 2020)
• Lady Bird Deed: An Inexpensive Probate Avoidance Technique, Florida Bar Real Property Probate & Trust Law Section Actionline (Spring 2020)
• Probate Case Summaries Spring 2020, Florida Bar Real Property Probate & Trust Law Section Actiionline (Spring 2020)
• Is notice to ACHA required or just a good idea in a summary administration, Florida Bar Real Property Probate & Trust Law Section (winter 2019-2020)
• The solar energy credit: Where to draw the line? (August 2019)
• LLC: Disregarded Entity or S Corp Tax Status?, Florida Bar Tax Section Bulletin (Fall 2018)
• President Trump’s Executive Order Deals Blow to Proposed 2704 Regulations
• Estate of Powell: A New Example of Failed Deathbed Tax Planning, Wealth Counsel (August 2017)
• Drafting Third-Party Spendthrift Trusts after U.S. v. Harris, Wealth Counsel (July 2017)
• Maintaining Tax Exempt Status When Partnering with a For-Profit Entity, Florida Bar Tax Section Bulletin (Spring/Summer 2016)
• Primer: Rights of a Surviving Spouse in Florida, Orange County Bar Association Briefs (August 2016)
• The Impact of Co-ownership on Florida Homestead, The Florida Bar Journal (May 2012)
• The Check-and-Merge: A Viable Answer to Cross-entity Merger?, The Florida Bar Journal (July/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
• Qualified Domestic Relations Orders (QDRO’s)