Elizabeth practices in the Estate Planning and the Automotive Dealership groups. Her practice is focused on estate and tax planning for families and individuals and succession planning for closely-held businesses.
What does Elizabeth do for Clients?
Over 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 family wealth and business interests from one generation to the next, advising 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 frequently collaborates with members of the firm’s Litigation groups on probate disputes and fiduciary litigation.
How does Elizabeth spend her free time?
Elizabeth spends her time away from the office enjoying travel and music. She has extensive experience serving the Harrisburg community with non-profit organizations supporting the arts and education.
Boston College, B.A., 1991
University of Pittsburgh, J.D., 1995, cum laude
Journal Of Law And Commerce, Editor-In-Chief 1994-1995
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
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
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