• Represents individuals and families in connection with their estate planning, in work such as planning for the disposition of wealth and reduction of estate taxes.  

• Advises executors and trustees on all aspects of post-death estate and trust administration.  

• Counsels individuals and families on all aspects of charitable and legacy planning.  

• Helps high net worth clients and business owners transfer wealth to younger generations through sophisticated planning techniques such as Grantor Retained Annuity Trusts (GRATs) and Installment Sales to Defective Grantor Trusts.

• Assists corporate and individual clients in transactional, business planning and operational aspects of their business.

Speaking Engagements

• “Buy/Sell Agreements – Tax and Business Considerations for Multiple-Owner Entities”, University of Nebraska Estate and Business Planning Program

• “Estate and Gift Tax Planning Opportunities in Our Current Low-Interest Rate Environment,” University of Nebraska Estate and Business Planning Program

• Nebraska Bar Association, Real Property, Probate and Trust Law Section

• Omaha Bar Association

• Omaha Estate Planning Council

• Omaha Central High School Foundation, Board Member

• University of Nebraska, J.D., 2000

• University of Arizona, B.S., 1996

• Nebraska, 2000

• Nebraska State Courts

• U.S. District Court for the District of Nebraska