Representative Experience
- Counsel and advise clients regarding estate and tax planning matters
- Prepare estate planning documents including wills; intervivos, testamentary, revocable and irrevocable trusts; charitable remainder and charitable lead trusts; perpetual charitable trusts; and private foundations
- Counsel and advise clients regarding estate administration matters
- Represent individuals and corporate fiduciaries in will construction and reformation suits and other estate related matters
- Represent clients before the Internal Revenue Service in appeals from audit determinations in estate matters
Education
- West Virginia University, B.A., 1962
- West Virginia University College of Law, J.D., 1967
Admissions
- West Virginia State Bar
- United States District Courts for the Northern and Southern Districts of West Virginia
- United States Tax Court
Affiliations
- Ohio County Bar Association, Member, 1967 - present; President, 1990 - 1991
- American Bar Association, Member, 1967 - present
- American Bar Foundation, Fellow, 1997 - present
- West Virginia Bar Foundation, Fellow, 1999 - present
- Estate Planning Council of the Upper Ohio Valley, Member, 1984 - 2007
- West Virginia University Foundation, Member, Board of Directors, 1995 - 2010; Chair 1999 - 2001
- Wheeling Park Commission, Commissioner, 1992 - present
- The Linsly School, Member, Board of Trustees, 2001 - present
- Community Foundation for the Ohio Valley, Inc., Member, Board of Directors, 1997 - present; Scholarship Committee, 2002 - present
- Hall of Fame Board of the City of Wheeling, Member, 2006 - 2011
- Women's Giving Circle, Community Foundation for the Ohio Valley, Inc., 2010 - present
Honors/Awards
- YWCA Tribute to Women Award, 2011
- West Virginia College of Law, Justitia Officium Award, 2004
- West Virginia State Bar and the Pro Bono Referral Project Certificate of Recognition, Member, 100 Hour Club, 1999
- The Order of Vandalia for Distinguished Service to West Virginia University, 1999
- West Virginia University Most Loyal Mountaineer Award, 1995
- West Virginia State Bar, 1994 Kaufman Award, Pro Bono Referral Project, 1995
- North Central Association of Colleges and Schools, Honorary Member, 1991
- West Virginia State Bar Pro Bono Referral Program, 1991, Certificate of Recognition for 1990