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Bio

I am an attorney responsible for planning and executing sophisticated charitable gift transactions at Elon University's Office of Advancement. My work focuses on helping donors and their professional advisors understand and consider charitable gifts that require some measure of tax, legal, or financial planning. This includes charitable gift and tax issues related to estates, trusts, life income gifts such as charitable gift annuities and charitable remainder trusts, real estate, closely held companies, partnerships, IRD assets, and other complex gift arrangements. In addition, I oversee the fiduciary administration of robust endowment, trust, and annuity portfolios, as well as providing counsel to the university on issues of governance, policy, and management of institutional funds.I am also in the process of completing my LL.M. in Taxation at NYU through a part-time program. As a Marine, I am assigned to a local Reserve unit in Greensboro NC

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