Estate/Probate Administration & Litigation

• Represented a surviving spouse in filing and resolving a contested elective share claim
• Represented personal representatives in multi-party litigation concerning the alleged professional malpractice of the decedent during his lifetime
• Represented estate beneficiaries in action seeking removal of a personal representative for breach of fiduciary duty
• Represented personal representatives in an action to invalidate a will that was allegedly obtained by undue influence
• Represented beneficiaries in an action to invalidate a will that was allegedly obtained by undue influence
• Represented personal representatives seeking to admit a lost or destroyed will to probate

Trust Administration & Litigation

• Represented trustees in an action to invalidate a trust agreement that was allegedly obtained by undue influence
• Represented beneficiaries in an action to invalidate a trust agreement that was allegedly obtained by undue influence
• Successfully defended individual and corporate trustees against beneficiaries’ claims of misconduct
• Drafted and negotiated beneficiary waivers and releases on behalf of individual and corporate trustees
• Represented trust beneficiaries in action seeking removal of a trustee for breach of fiduciary duty
• Successfully removed an individual trustee for theft and misappropriation of trust assets
• Filed complaints for declaratory judgment seeking court guidance on the interpretation of will and trust agreements
• Represented beneficiaries and fiduciaries in action to reform trust agreements
• Drafted private settlement agreements among trustees and beneficiaries to modify trust terms without seeking a court order
• Represented multiple beneficiaries in filing objections to estate and/or trust accountings
• Participated in mediations involving actions concerning the validity of a will and trust, the removal of the personal representative and/or trustee, breaches of fiduciary duty, and mismanagement of assets

Guardianship Administration & Litigation

• Represented numerous professional guardians in contested guardianship proceedings and administrations
• Successfully obtained orders appointing emergency temporary guardians after evidentiary hearings before the court
• Successfully obtained an injunction against exploitation of the elderly against a former caregiver mentally and financial abusing an elderly individual
• Filed numerous petitions to determine incapacity and appoint plenary guardians on behalf of family members of incapacitated individuals
• Successfully obtained orders appointing plenary guardians after discovery and evidentiary hearings before the court
• Participated in mediations involving contested guardianship proceedings with multiple parties seeking appointment as plenary guardian
• Filed numerous petitions to appoint a guardian advocate for parents of adult children with intellectual disabilities

• “Examining the Examining Committee” – Florida Bar Real Property, Probate & Trust Law Section, Annual Guardianship CLE (Feb 2025)
• “Nuts and Bolts of Guardianship” – Florida Bar Real Property, Probate & Trust Law Section (May 2024)
• “Oops! I Did it Again: Avoiding Ethical Pitfalls in Guardianship” – Florida Bar Real Property, Probate & Trust Law Section Annual Guardianship Seminar, Tampa, Florida (Apr 28, 2023)
• “The Estate Planner’s Guide to Guardianships” – Collier County Bar Association Trust & Estate Section, Naples, Florida (March 2023)
• “Oops! I Did it Again – Avoiding Ethical Pitfalls in Guardianship” – Florida State Guardianship Association, Southwest Chapter, Annual Seminar (Apr 22, 2022)
• “Taking Care of Business Means Taking Care of Yourself” – Collier County Bar Association Attorney Wellness Initiative (Feb 11, 2022)
• “Hijacking Your Inheritance” – Sanibel Captiva Trust Company (Feb 1, 2022)
• “Hijacking Your Inheritance” – The Naples Trust Company (Jan 18, 2022)
• “Guardian Jedi – May the 4th be With You!” – Trial Law Section of the Collier County Bar Association (May 2021)
• “The Estate Planner’s Guide to Guardianships” – Sarasota County Bar Association (March 2021)
• “The Estate Planner’s Guide to Guardianships” – Lee County Bar Association (October 2020)
• “Guardianship Case Law, Statute & Rule Update” – Florida Bar Real Property, Probate and Trust Law Section, Annual Guardianship Law Symposium (September 2020)
• “Lunch & Learn – Panel Discussion on Trust, Estate & Guardianship Practice” – Ave Maria School of Law (February 2020)
• “Guardianship Case Law, Statute & Rule Update” – Paralegal Association of Florida, Inc., Southwest Florida Chapter (January 2020)
• “Guardianship Case Law, Statute & Rule Update” – Collier County Bar Association Trust & Estate Section (December 2019)
• “The Estate Planner’s Guide to Guardianships” – Charlotte County Bar Association, Punta Gorda, Florida (October 2019)
• “The Estate Planner’s Guide to Guardianships” – Palm Beach Atlantic University’s Probate & Pumpernickel Seminar Series, Sarasota, Florida (May 2019)
• “A Guide to Guardianship” – Collier County Women’s Bar Association, Naples, Florida (April 2019)
• “Guardianship Legislative & Case Law Update” – Florida Bar, Real Property, Probate and Trust Law Section Annual Guardianship CLE, Tampa, Florida (April 2019)
• “The Estate Planner’s Guide to Guardianships” – Palm Beach Atlantic University’s Probate & Pumpernickel Seminar Series, Naples, Florida (October 2018)
• “Trust Protectors: Superheroes or Mere Mortals?” – Collier County Bar Association, Trusts and Estates Section, Naples Florida (2015) and The Florida Bar

• R.E.S.P.E.C.T. My Last Wishes – Adverse Witness, Collier County Bar Magazine (December 2023)
• Guardianship 101: Incapacitated Clients – The Docket, Sarasota County Bar Association (January 2022)
• Guardianship 101 – Incapacitated Clients – Adverse Witness, Collier County Bar Magazine (December 2021)
• Best Practices – Litigating During COVID-19 – Adverse Witness, Collier County Bar Magazine (May 2020)
• The Fiduciary Lawyer-Client Privilege: A Long Road to Confidentiality – The Docket, Sarasota County Bar Association (June 2018)
• The Saga of a $24,600,000.00 Trustee Fee – Adverse Witness, Collier County Bar Association (March 2016)
• Trust Protectors: 4th DCA Issues Decision – Adverse Witness, Collier County Bar Association (April 2015)
• Trust Protectors: The Florida Fourth District Court of Appeal Issues a Trailblazing Decision – Docket, Sarasota Bar Association (March 2015)
• Bulletin, Dade Bar Association (March 2015); The Lawyer, Hillsborough Bar Association (March 2015)
• Economic Loss Rule Returns to Its Roots – Adverse Witness, Collier County Bar Association (April 2013)

• AV® Preeminent rating from Martindale-Hubbell Law Directory
• Named to The Best Lawyers in America® for Trusts and Estates (2021-2025); Litigation – Trusts and Estates (2021-2025); Elder Law (2023-2025)
• Selected to Florida Trend’s 2023 Legal Elite NOTABLE – Women Leaders in Law (2023)
• Selected as Naples Illustrated “Top Lawyer” – Trusts and Estates (2019-2022, 2024); Elder Law (2021-2023)
• Selected as a “Legal Elite” in Litigation by Florida Trend magazine (2021)
• Selected as a “Florida Super Lawyers Rising Star” by Florida Super Lawyers magazine (2009-2020)
• American College of Trust & Estate Counsel Florida Fellows Institute Graduate (2017)
• Named in Gulfshore Business Magazine “40 Under 40” (2016)
• Leadership Collier Foundation, Growing Associates in Naples (GAIN ) Program Graduate (2015)

• The Florida Bar, Real Property, Probate and Trust Law Section (2006-present)
  • Executive Council at Large Member (2016-2020)
  • Probate & Trust Litigation Committee (2015-present)
  • Probate Law & Procedure Committee (2015-present)
  • Guardianship and Power of Attorney Committee (2014-present), Co-Vice Chair (2019-2020)
• Collier County Bar Association (2010-present)
  • Board of Directors (2018-2023)
    • Officer, President (2025-2026)
    • Officer, President Elect (2024-2025)
    • Officer, Treasurer (2023-2024)
    • Officer, Secretary & Editor-in-Chief of the Adverse Witness (2022-2023)
    • Director (2018-2022)
• Collier County Bar Foundation (2022-present)
  • Board of Directors
    • Officer, Past President (2025-2026)
    • Officer, President (2024-2025)
    • Officer, Treasurer (2023-2024)
    • Officer, Secretary (2022-2023)
• Collier County Women’s Bar Association (2010-present)
  • Board of Directors (2015-2022)
    • Immediate Past President & Membership Committee Chair (2021-22)
    • President (2020-2021)
    • Vice President and Program Committee Chair (2019-2020)
    • Secretary and Sponsorship Committee Chair (2017-2019)
    • Director & Special Events Committee Chair (2015-2017)
• Florida Twentieth Judicial Circuit Professionalism Committee (2024- present)

• Collier County Bar Association Wellness Initiative, Peer-to-Peer Program Panel Member (2022- present)
• Volunteer, Harry Chapin Food Bank (2021-present)
• Florida Gulf Coast University Planned Giving Advisory Council (2016-2020)
• Champions for Learning™ Planned Giving Advisory Council (2017-2020)
• Champions for Learning™ Classroom Grant Review Committee (2016-2018)
• Guardian Ad Litem Foundation 20th Judicial Circuit, Director (2014-2016)