Practice Areas
For more than 35 years, Patricia has represented clients with respect to their wealth transfer needs, advising clients on matters ranging from estate and gift tax planning, charitable planning, and estate administration. Patricia’s estate planning practice focuses on the creation of sophisticated plans for wealth transfer, and her estate administration practice entails advising Executors and Trustees from the beginning of the administration process through audit. Patricia is a frequent speaker on these topics to groups of other professionals, as well as community groups and charitable organizations.
Professional Memberships
Fellow, The American College of Trust and Estate Counsel
Fiduciary Law Section of the State Bar of Georgia, 1992 - Present; Executive Committee (2017-2021), Assistant Secretary (2017-2018), Secretary (2018-2019); Chair Elect (2019-2020); Chair (2020-2021)
Atlanta Estate Planning Council, 2002 - Present (Director, 2011 - 2013)
Philanthropic Advisors’ Leadership Institute
Philanthropic Advisors’ Giving Circle Advisory Committee Member