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 also the Past Chair & a current member of the Bar Associations' Insurance for Members Committee.
I serve as Endowment Counsel for the St. Paul Jewish Community Center and am on the Board of Directors of the Temple of Aaron.
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:
"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...Its 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 2008-2020.
"Paying for Long-Term Care: Reverse Mortgages", Elder Law Handbook published by Minnesota Continuing Legal Education, Contributing Author 2018-2020.
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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