Every situation is unique. Through communication, research, and understanding, I work with my clients to create a comprehensive estate plan that achieves their objectives. Together, we design estate plans that work to realize goals, minimize risks, and avoid taxes and court involvement.

Bio

Courtney works closely with clients to create customized solutions for their succession planning and trust administration needs. She provides thorough, strategic advice to assist her clients in all aspects of estate planning, tax planning, administration of estates, and settlement of complex estate matters. 

As a trusted advisor, Courtney works along-side clients to establish and administer trusts, to provide strategies for trust modifications and mergers, and to handle all aspects of both simple and complex planning agreements. She also represents fiduciaries and beneficiaries in probate proceedings, and guardians and wards in guardianship proceedings. She has represented clients in numerous matters, including contested trust and estate accounting proceedings, will and trust contests, contested guardianships, and appellate cases. She regularly works with her clients’ other advisors, such as bankers, trust officers, tax advisors, financial planners, investment advisors, accountants, and insurance agents, to facilitate a holistic approach that meets their estate plan goals. 

Courtney also has experience assisting clients in the cannabis industry. She works with clients of all sizes, from start-ups to large organizations, advising on all phases of licensing and development.  
 

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