Plan Your Family's Tomorrow...Today.
I bring multiple facets of estate planning experience to our law firm having been a bank trust officer, an insurance company advanced concept attorney and a financial planner. I hold the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations.
I am a volunteer attorney with the Minnesota State Bar Association's "Wills for Heroes" Program for first responders. I am the Past Chair of the Minnesota State Bar Association's Insurance for Members Committee.
I served as Endowment Counsel for the Minnesota Jewish Community Center. I served on the Board of Directors of the Temple of Aaron Congregation and am the immediate past Sisterhood President.
I earned my law degree from William Mitchell College of Law and my undergraduate degree from the University of Minnesota,
I have published the following works and have taught the following classes:
Minnesota Continuing Legal Education: "Planning & Drafting for the Small Estate...It's Not So Small Anymore!" Course Chair & Presenter, 2022.
Minnesota Continuing Legal Education: "How to Navigate the Emotional and Psychological Aspects of Estate Planning and Probate Litigation." Co-Presenter 2021.
"Irrevocable Life Insurance Trust With Commentary" published by Minnesota Continuing Legal Education. Co-Author 2020.
Minnesota Continuing Legal Education: "Estate Planning for the Small Estate...It's Not So Small Anymore!" Course Chair & Presenter 2020.
Minnesota Continuing Legal Education: "Elder Law Estate Planning for Clients with Estates under $3,000,000: The Estate Planner’s Toolbox for Elder Law Clients." Presenter 2019.
"Paying for Long-Term Care: Long-Term Care Insurance." Elder Law Handbook published by Minnesota Continuing Legal Education, Contributing Author 2008-2022.
"Paying for Long-Term Care: Reverse Mortgages." Elder Law Handbook published by Minnesota Continuing Legal Education, Contributing Author 2018-2022.
Minnesota Continuing Legal Education, “Planning & Drafting for Small Estates.” Course Chair 2015-2019.
Minnesota Continuing Legal Education: "Elder Law Institute, A Look Inside Long-Term Care Insurance Policies: Legal Requirements, Federal Partnerships and Claim Disputes." Presenter 2015.
Minnesota Continuing Legal Education Webcast: Elder Law Manual: "Long-Term Care Insurance." Presenter 2015.
Ramsey County Bar Association, "Trust Tidbits." Presenter 2014.
Minnesota Continuing Legal Education, Drafting Wills & Trusts. Presenter 2012.
Ramsey County Bar Association, "Ethics and Elimination of Bias: Aging Attorneys and Their Clients." Presenter 2012.
Minnesota Continuing Legal Education/Hennepin County Bar Association, "What if Opposing Counsel Disappears or Isn't Doing Their Job?" Presenter 2012; 2010.
Minnesota Planned Giving Council Conference, "Awareness When Working with Vulnerable Adults." Presenter 2011.
Minnesota Continuing Legal Education, Ramsey County Bar Association, "Emotional and Psychological Aspects of Estate Planning & Probate." Presenter 2010.
Minnesota Continuing Legal Education: Elder Law Institute, "A Long-Term Care Partnership Program: Diamond in the Rough or Broken Glass?" Presenter 2008.
LifeSpan Services, Inc., "Estate Planning for Mid-Career & Pre-Retirement Employees." Guest Presenter 2009 & 2010.
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