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Probate and administration of estates
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Creation and administration of trusts
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Charitable planning including creation and administration of
charitable remainder trusts and charitable lead trusts
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Preparation of returns and representation at audit regarding
gift tax, estate tax, and fiduciary income tax matters
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Advises charitable Section 501(c)(3) and other non-profit clients
on obtaining and maintaining tax-exempt status
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Marshall-Wythe School of Law, College of William & Mary
(J.D., 1993), Order of the Coif
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San Diego State University (B.A., Summa Cum Laude, 1985), Phi
Beta Kappa
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Judicial
Clerk to the Honorable Barbara Milano Keenan, Supreme Court
of Virginia (1993-1995)
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Admitted to Virginia Bar, 1993
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Martone ex rel. Martone v. Martone, 257 Va. 199, 509 S.E.2d
302 (1999)
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American Bar Association – Section of Real Property, Probate
and Trust Law; Section of Taxation; Exempt Organizations Committee
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Virginia State Bar –Trusts and Estates Section; Taxation
Section
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Norfolk and Portsmouth Bar Association
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Treasurer of The Norfolk and Portsmouth Bar Association Foundation
(2003 to present)
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Member, Professional Advisors Committee of The Norfolk Foundation
(2002 to present)
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Chesapeake Law Library Board (2000-2006; Chair, 2004-2005)
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Treasurer,
Tidewater Literacy Council (1998-2001)
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