Advises business owners, corporate officers, executives, investors and families with inherited assets on trust and estate matters and wealth preservation needs. Counsels high net worth families on all facets of private family trust companies in Tennessee, including the migration of trusts and administration issues. Assists trust officers and other fiduciaries in the administration trusts and decedents’ estates.
Licensed in Tennessee, California and Florida. Joined Waller in 2010.
Tennessee, Florida, California and American Bar Associations
LL.M., (Graduate Tax Scholar), University of Florida, 2005; J.D., University of Tennessee, 2004; B.S., magna cum laude, University of Tennessee, 2001