With over twenty-five years’ experience, Cassie has established a practice focusing on sophisticated trusts and estate planning and administration, in addition to strategic business planning for individuals and closely-held business owners.
Cassie’s practice primarily involves evaluating and addressing estate, gift, and income tax exposure, addressing probate concerns, and planning for disability, blended families, minor children, spendthrift beneficiaries, creditor exposure, and special needs beneficiaries. She works with clients to achieve an estate plan that is tailored to their individual needs and goals, while reducing or eliminating unnecessary expenses, taxes, and administrative burdens.
Cassie also has extensive experience with estate/trust administration, probate administration, and beneficiary representation. Fiduciary appointments, in which she is appointed as executor or trustee, are accepted on a limited basis.
Additionally, Cassie assists business owners with a variety of business planning needs including the formation, acquisition, operation, and disposition of their business.
Bar Admissions
Virginia
Maryland
District of Columbia
Education
Capital University Law School, Columbus, Ohio, J.D.
University of Maryland, College Park, Maryland, B.A., Political Science
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