Profile

Elizabeth practices in the Estate Planning and the Automotive Dealership groups.  For over twenty years, her practice has focused on estate and tax planning for families and individuals, succession planning for closely-held businesses, and trust and estate administration.

Elizabeth’s experience informs 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 works with firm litigators in a variety of court proceedings, both adversarial and not, including will contests, disputes over estate and trust administration, guardianship appointments 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

Best Lawyers®, Lawyer of the Year, 2021

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

Theatre Harrisburg, Arts Award with Jeff Lynch, 2017

MEMBERSHIPS

Pennsylvania Bar Association

Dauphin County Bar Association

Central Pennsylvania Estate Planning Council

Central PA Food bank, Top Taste Committee, 2020

Capital Area School for the Arts Charter School, Trustee, 2013-2021

Capital Region Arts & Education

YWCA of Greater Harrisburg, Friends Board Member and Past President, 2012-2020

LGBT Center Coalition, Past President and Board Member

Concertante, Past President

Harrisburg Young Professionals, Director 1998 -2001, President 2001

Harrisburg Parks Partnership, Past Director

Bar Admissions

Pennsylvania

PUBLICATIONS

September 15, 2020 - Estate Planning and the Upcoming Elections
McNees Insights

March 13, 2020 - Estate Planning and Coronavirus
McNees Insights

March 27, 2019 - McNees Insights - Estate Planning News
Estate Planning for Real Estate Owners | Health Care Decision-Making in PA

January 7, 2019 - McNees Insights: Estate Planning Newsletter
Estate Planning After the Mid-Term Elections / Hold On (to the Original Will)

September 19, 2017 - Durable General Powers of Attorney
Auto Notes

July 14, 2017 - McNees Insights - Estate Planning Newsletter
Deducting Miscellaneous Itemized Deductions l Trust Modifications and Terminations by Agreement l Business Succession Planning in an Uncertain Tax Environment

March 27, 2016 - McNees Insights - Estate Planning
In this issue: Estate Planning For Real Property l Spousal Lifetime Access Trusts l Spendthrift Trusts – How to (Properly) Protect A Beneficiary From Herself

March 24, 2015 - McNees Insights- Estate Planning - Spring 2015
In this issue: In Defense of Probate  l  Life Insurance and Estate Planning  l  Who Will Get Your Assets - The Hazards of Beneficiary Designations

October 19, 2014 - McNees Insights - Estate Planning - Fall 2014
In this issue: Year-End Tax Planning 2014  l  Pennsylvania Makes Significant Changes to Power of Attorney Law  l  Have You Reviewed Your Estate Plan Recently?

November 7, 2013 - McNees Insights - Asset Planning and Federal Taxation - Fall 2013
In this issue: Timely Year-End Tax Planning Can Reduce Taxes l Income Tax Cost Basis Planning l Marriage and Taxes in 2013

Contact Info

Practice Groups