Experience

Barbara is a partner at the firm and practices in the areas of estate and trust planning and administration, tax, business and succession planning. She represents fiduciaries, both individuals and professional/corporate trustees, concerning trusts to meet their fiduciary obligations in trust administration. Barbara assists families, in amending and modifying trusts, both revocable and irrevocable and including for high-net-worth individuals and trusts.  Taking a personal approach, she guides small business owners from the formation and choice of entity to retirement and succession planning.Barbara is a partner at the firm and practices in the areas of estate and trust planning and administration, tax, business and succession planning. She represents fiduciaries, both individuals and professional/corporate trustees, concerning trusts to meet their fiduciary obligations in trust administration. Barbara assists families, in amending and modifying trusts, both revocable and irrevocable and including for high-net-worth individuals and trusts.  Taking a personal approach, she guides small business owners from the formation and choice of entity to retirement and succession planning.

For over thirty years, Barbara has counseled families and businesses through the challenges that come with life’s events, whether it is premarital planning, planning for the loss of a loved one, welcoming grandchildren or transitioning a family business to the next generation. Barbara can assist businesses and entrepreneurs in all stages of business ownership including formation of corporations and LLCs, managing and maintaining proper business records, transfers, and winding up a business, and the associated tax consequences.

Barbara represents tax exempt entities, and represents clients on like-kind exchanges, retirement planning and commercial transactions. Admitted to practice in Delaware and Maryland Courts, Barbara is also admitted to practice before the Internal Revenue Service and the United States Tax Court. Barbara has taught as an adjunct professor at Delaware Law School at Widener University as well as in the paralegal program. While attending law school, Barbara was research editor of the Delaware Journal of Corporate Law and was published in the Journal in 1992.

Barbara is a member of the Estates and Trusts Section of the Delaware Bar, member of the Wilmington Tax Group, and The Estate Planning Council of Delaware. She is a three-time recipient of Delaware Today’s “Five Star Delaware Wealth Manager”: 2011-2013 and has been named Top Lawyer in Delaware Today for Estate and Trusts in 2016 through 2024. She is a frequent speaker for tax-exempt entities on tax issues as well as estate and trust issues.

Born in Damascus, Maryland, Barbara has resided in Newark, Delaware with her husband for over twenty-five years. She is the Planned Giving Chair for the Aviat Foundation Endowment which supports Mount Aviat Academy, in Childs, Maryland where her husband and children attended elementary school.

Education

  • Delaware Law School At Widener University, J.D., 1992
  • George Washington School Of Law, Paralegal Certificate, 1988
  • University Of Delaware, BAAS, 1987

Awards

  • Delaware Today’s “five Star Delaware Wealth Manager” In 2011-2013
  • Top Lawyer In Delaware Today For Estate, Probate & Trusts In 2016-2024

Bar Admissions

  • Delaware State Bar
  • Maryland State Bar
  • Internal Revenue Service And The United States Tax Court

Memberships

  • Estates And Trusts Section Of The Delaware Bar
  • Wilmington Tax Group
  • The Estate Planning Council Of Delaware