My legal education was devoted to estate planning and taxation. During law school I received an estate planning certificate of completion upon graduation and I then went on to receive an LL.M (legal master) in taxation. Afterward, I clerked for the US Tax Court in Washington, DC. My private practice has similarly been devoted to trusts and estates law, elder law, taxation, and probate/trust administration. For me, it's a passion and nothing brings me more satisfaction than helping clients develop their estate plans.
While most of my clients need general estate planning documents, such as Wills, Trusts (both Revocable and Irrevocable), Powers of Attorney, and Health Care Directives (Proxies), I also assist clients on a routine basis with Medicaid planning, with an emphasis on Wills with Supplemental Needs Trusts provisions and Irrevocable Real Estate Trusts. I also assist clients with sophisticated estate planning where estate taxes are an issue.
I practice with my spouse, attorney Mary Kathryn Brennan, and together we have developed a law firm that strives to provide informed and compassionate care. To us, that means that our practice adheres to checklists and systems to ensure that every step of our practice is meaningfully regulated. It also means that we regularly take time out to examine what we do and how we do it and are always looking for ways to improve, innovate, and learn.
As a law firm, we strive to be compassionate and less transactional by providing estate planning clients with home service options when needed, an affordable annual wellness update service option, a monthly and yearly newsletter and being there for them when times are difficult. We take an interest in the well-being of our clients and try to make ourselves available over and above what one might expect from an attorney. In the broadest sense, compassionate legal care means serving clients the way that they would hope for and providing them with the means to stay informed.