Profile

Elizabeth practices in the Estate Planning and the Automotive Dealership groups.  Her practice is focused on estate and tax planning for families and individuals, succession planning for closely-held businesses, and trust and estate administration.

Elizabeth’s twenty years of experience inform her advice to clients on matters ranging from simple wills to complex estate and gift tax issues.  She assists clients in the transition of their family wealth and business interests from one generation to the next, advising them on tax minimization, trust structures and asset protection.  With particular experience in the automotive dealership sector, she counsels dealers on family ownership, gifting and other succession issues.  She also represents clients with respect to charitable planning matters, including formation of private foundations and creation of donor-advised funds and charitable trusts.

In the area of estate administration, Elizabeth guides families through the process of settling an estate.  She has substantial experience in various post-mortem tax issues involving distribution choices, tax elections and fiduciary income tax planning.

Elizabeth handles a variety of court proceedings, both adversarial and not, including will contests, disputes over estate and trust administration, guardianship appointments for disabled adults and trust modifications.

Elizabeth has presented at numerous seminars on estate planning and administration for the Pennsylvania Bar Institute and community organizations.

EDUCATION

Boston College, B.A., 1991

University of Pittsburgh, J.D., 1995, cum laude
Journal Of Law And Commerce
, Editor-In-Chief 1994-1995

HONORS/AWARDS

The Best Lawyers In America®, Trusts And Estates Litigation, 2006-present

Central Penn Business Journal, “Forty Under 40”

YWCA of Greater Harrisburg, Tribute To Women Of Excellence Award

Leadership Harrisburg Area Graduate, 20 Leaders/20 Years

MEMBERSHIPS

Pennsylvania Bar Association

Dauphin County Bar Association

Central Pennsylvania Estate Planning Council

Capital Area School for the Arts Charter School, Trustee

Capital Region Arts & Education

YWCA of Greater Harrisburg, Friends Board Member

LGBT Center Coalition, Past President and Board Member

Concertante, Past President

Harrisburg Young Professionals, Director Emerita; Past President

Harrisburg Parks Partnership, Past Director

Bar Admissions

Pennsylvania