Barbara has more than 30 years of experience in tax, estate planning and personal wealth law. She advises clients on every aspect of estate planning and administration, including the coordination of employee benefits with overall estate objectives.

Her practice includes tax planning, business succession planning, elder law and the administration of significant estates. She regularly evaluates and implements a range of estate planning techniques—such as QPRTs, GRATs, multigenerational trusts, disclaimers, stock option transfers, family limited partnerships and split-dollar arrangements, while also drafting wills and a wide variety of trusts, including credit shelter, revocable, irrevocable “Crummey,” defective grantor and Florida “flite” trusts. A key part of her work involves integrating retirement plan assets into comprehensive estate plans and advising on elder law considerations.

Prior to her work in law, Barbara spent 15 years in financial services, where she served as Vice President Product Manager. In that role, she developed and managed a broad suite of financial products for small business, middle market, and large corporate clients including deposit accounts, employee benefit programs, cash management services, investment products and oversaw business deposit operations.