I have extensive experience working with individuals and small businesses, concentrating primarily on wealth transfer issues for Estates and Trusts. I pride myself on being very responsive to the tax planning and compliance needs of my clients.
Years of Experience
54
Education
Bachelor’s, University of Alabama
J.D., Woodrow Wilson College of Law
Professional & Civic Leadership
Managing Director for Private Foundation Drei Schwestern Foundation, Inc.
Professional Credentials
Certified Public Accountant (CPA)
