I focus my practice exclusively on estate and wealth transfer planning for high net-worth individuals. I work on a variety of matters, including lifetime gift planning, life insurance planning, generation-skipping transfer tax planning and charitable planning, as well as probate and trust administration.
As an attorney, I have always been drawn to the complexities of the tax code. I took every tax course available in law school, and I completed my school’s tax emphasis program as part of my degree. Although I am technically-inclined at heart, my priority in working with clients is to realize their personal estate and gift planning goals – which often place far more weight on financial stewardship and the security and education of the next generation than tax planning. Today, my favorite aspect of my work is implementing my technical knowledge in a way that complements these family- and individually-oriented goals.
Before joining Tuthill & Hughes in 2017, I was an associate at a boutique estate planning firm in Longmont, Colorado. Outside of the office, you might find me fly fishing in a mountain stream or trying to improve my skills as a novice gardener.
- Advising clients on how to structure testamentary plans to pass wealth on to their family and descendants;
- Creating and implementing lifetime gift planning strategies, including drafting and modifying complex trusts and advising on gift tax return reporting;
- Guiding individuals through the probate and trust administration process;
- Negotiating and drafting premarital agreements;
- Reviewing and drafting LLC and limited partnership governance documents, including operating agreements and shareholders agreements, to implement both asset management and wealth transfer planning goals;
- Advising clients on using charitable split-interest trusts or other charitable gifts to create income tax or transfer tax efficiencies while also planning for family; or
- Researching a wide variety of tax and trust and estate issues, such as generation-skipping transfer tax issues, gift and estate tax valuation issues, and trust modification and decanting issues.
- Rocky Mountain Estate Planning Council, Member
- Phi Beta Kappa, 2013
- Licensed in Colorado since 2016
- Colorado Bar Association
- J.D., University of Colorado, 2016 - with an emphasis in taxation
- B.A., English, Economics, German, University of Tennessee, 2013 - summa cum laude
- Orange Book: Colorado Estate Planning Handbook, Seventh Ed. (David K. Johns and Julia Griffith McVey eds, CLE in Colo., Inc. Supp. 2022), Co-Author of Chapter 32-Split Interest Charitable Trusts and Chapter 45-Charitable Dispositions