Professional Information
Masschusetts, admitted July 2023
Rhode Island, admitted November 2019
55 Memorial Boulevard. Suite 5
Newport, RI 02840
Call Us Today401-841-5700
Masschusetts, admitted July 2023
Rhode Island, admitted November 2019
Roger Williams University School of Law, Juris Doctor, cum laude, May 2019
Hilbert College, Master of Public Administration, Non-Profit Management, magna cum laude, May 2015
Hilbert College, Bachelor of Science, magna cum laude, June 2013
Hartwick College, Bachelor of Arts, May 2012
I focus my practice in all areas of estate and tax planning, trust and estate administration, fiduciary litigation, and non-profit and family foundation advisement. I handle all related trust and estate matters, including preparation of wills, trusts, and powers of attorneys, probate, and administration of clients’ estates, accountings, federal and state estate and gift tax issues, fiduciary and kinship litigation, special needs and business succession planning, and charitable gifting. I also represent non-profits on planned giving and development-related matters and establish and advise private family foundations. As a substantial part of my practice, I regularly represent clients before the Rhode Island Probate and Superior Courts.
Having worked in the field of trusts and estates for more than ten years in both legal and financial capacities, I understand the sensitive nature of clients’ wealth and legacy concerns and believe that the best approach to planning and administration is to be a trusted adviser to my clients, working hand-in-hand with accountants and financial advisers to provide well-rounded guidance to achieve long-term financial and legacy goals.
Originally from Buffalo, New York, I now live in Newport with my husband, Xay, and our cat, Gracie. We love all things Newport has to offer, including sunny weekends on the boat and supporting our favorite community organizations.