Elizabeth’s practice focuses on wealth transfer tax, estate planning, trust administration, and probate. She earned both her J.D. and LL.M. in Estate Planning from the University of Miami School of Law, where she completed the Heckerling Graduate Program.
Elizabeth has provided tax and estate planning services to ultra-high net worth individuals and families at both boutique and AmLaw 200 firms. She also worked with a California professional fiduciary company to administer primarily eight- and nine-figure trusts and estates in collaboration with outside counsel, CPAs, investment advisors, and beneficiaries. She prepares clients’ foundational and advanced tax and estate planning instruments and oversees administration to effectuate her clients’ wishes.
Principal Areas of Practice
Wealth transfer tax, Estate planning, Trust administration, Probate
Education
- University of Miami School of Law, LL.M. in Estate Planning, 2022 (Philip E. Heckerling Scholarship, LL.M. Honors Program)
- University of Miami School of Law, J.D., 2022 (Dean’s Merit Scholarship, Investor Rights Clinic)
- University of Michigan, Ann Arbor, B.A., 2019
Professional Qualifications and Activities
- Admitted to the California Bar in January 2025
- Admitted to the Florida Bar in April 2023
Memberships
- Monterey County Bar Association (membership pending)
- Taxation Section, California State Bar
- Trusts & Estates Section, California State Bar
Contact Information
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