Professional & Community Involvement
- Chair, Senior Services of Alexandria (2022-2024)
- Treasurer, Senior Services of Alexandria (2020-2021)
- Member of the Board of Directors, Senior Services of Alexandria (2019-2020)
- Chair, CLE Committee of the Virginia State Bar Section on Taxation (2023-2024)
- Chair, Virginia State Bar Section on Taxation (2022-2023)
- Adjunct Professor, Taxation on Wealth Transfers/Estate Planning, The Catholic University of America, Columbus School of Law (2018 to Present)
- Past President, Alexandria Bar Association (2019-2020)
- President, Alexandria Bar Association (2018-2019)
- Member, Senior Law Day Planning Committee (2015-2019)
- Chair of Finance Committee, Old Dominion Boat Club (2015-2016)
- Member of the Board of Directors, Alexandria Bar Association (2014-2018)
- Member of the Board of Directors, Alexandria Law Library (2014-2018)
- Chairman, Wills for Heroes Committee, Alexandria Bar Association (2013)
Awards & Recognition
- Best Lawyers®, Trusts and Estates & Tax Law – 2025 & 2024
- Super Lawyers, Estate Planning & Probate, Virginia – 2024 – 2022
- Super Lawyers Rising Star, Estate Planning & Probate, Virginia – 2021
- Legal Elite, Taxes/Estates/Trusts, Virginia Business Magazine – 2023 – 2020
- Top Attorneys, Tax, Arlington Magazine – 2024 – 2021
- Top Attorneys, Trusts & Estates, Arlington Magazine – 2024 – 2023
- Donald F. Mela Distinguished Service Award
- Harry L. Carrico Pro Bono Award
Publications & Speaking Engagements
- The Three-Headed Dragon: The Intersection of Real Estate Deeds, Divorce, and Taxes, VSB Annual Meeting (May 2024)
- The Pass Through Entity Tax: A SALT Cap Workaround, Taxation Law Reporter, VSB Taxation Law Section Newsletter (Winter 2023)
- Living Trusts: Forms and Practice (Matthew Bender), Update Contributor (2014 to Present)
- Top 5 LLC Mistakes to Avoid in Everyday Business Practices, NBI, Inc. (May 2021)
- LLC Tax Tactics 2021, NBI, Inc. (2021)
- What to Do with Existing IRA Trusts after the SECURE Act, NBI, Inc. (2020)
- Special Needs Trusts and ABLE Accounts, Presentation to Autism Society of Northern Virginia (2020)
- Income Tax Update 2020, Alexandria Bar Association CLE (2020)
- Planning with Retirement Accounts, Fairfax Bar Association (2019)
- Individual and Small Business Income Tax Highlights for 2019, Alexandria Bar Association CLE (2019)
- Navigating Tax Cuts and Jobs Act (2018)
- Impact of President Trump’s Unified Framework on Individual and Pass-Through Taxes, Alexandria Bar Association CLE (2018)
- Tax Tips for Parents of a Child with Special Needs, Presentation at McLean Bible Church (2018)
- Individual Tax Deductions, Presentation at Burke Library of Alexandria (2018)
- Virginia’s New Elective Share, Alexandria Bar Association CLE (2018)
- Tax Aspects of ABLE Accounts (2018)
- IRAs in Life and Death, Alexandria Bar Association CLE (2016)
- Legal Ethics – Medicaid Planning Seminar, NBI, Inc. (2014)