Practice Areas
Rita works with clients and financial advisors in developing and implementing estate plans and related tax planning that address individual needs as well as family and business interests. Her extensive experience includes advising clients on tax and planning issues, including strategies to manage assets, minimize taxes, and provide for an effective plan of distribution utilizing wills, trusts and other appropriate documents. Her clients include high net worth individuals, business owners, land owners and professionals.
Rita helps families implement multi-generational asset transfers using generation-skipping trusts. She assists those planning for family business succession. In addition to counseling clients on premarital agreements and asset protection strategies, Rita can recommend strategies to achieve charitable giving goals.
Professional Memberships
Member, South Carolina Bar
Certified Specialist in Estate Planning and Probate Law – South Carolina Supreme Court
Fellow, American College of Trust and Estate Counsel
Member, Columbia Tax Study Group
Member, Columbia Estate Planning Council
Selected, Legal Elite in Greater Columbia Business Monthly
Selected, Best Lawyers in America (2008-Present)
Selected, 2014 Best Lawyers in America Columbia Litigation – Trusts and Estates Lawyer of the Year
Selected, South Carolina Super Lawyers (2011-Present)