Estate Planning & Administration
- Delaware Law School at Widener University, JD, 1992
- George Washington School of Law, paralegal certificate, 1988
- University of Delaware, BAAS, 1987
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 clients before the Internal Revenue Service and fiduciaries and beneficiaries concerning trusts. Taking a personal approach, she guides small business owners from the formation and choice of entity to retirement and succession planning.
For over twenty-five 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 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 was named Top Lawyer in Delaware Today for Estate and Trusts in 2016, 2017, 2018, 2019, and 2020. 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 and two daughters 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.
- Delaware Today’s “Five Star Delaware Wealth Manager” in 2011, 2012, and 2013
- Top Lawyer in Delaware Today for Trusts and Estates in 2016, 2017, 2018, 2019, and 2020
- Delaware State Bar
- Maryland State Bar
- Internal Revenue Service and the United States Tax Court
- Estates and Trusts Section of the Delaware Bar
- Wilmington Tax Group
- The Estate Planning Council of Delaware
You have been a true pleasure to work with and again I thank you!
I can tell you that you were an absolute Godsend, and I don’t say that lightly. If it were not for you, and later Steve, I am not sure I would have been able to keep it together.
You were prompt with responses no matter if during the workday, after hours, or the weekend, and you always brought a ray of hope to keep moving forward. This is over the top and something I have never experienced, and I truly am very grateful for. This has been a very distasteful and ugly matter to deal with, but you have been a true pleasure to work with and again I thank you!!
Thank you for the expertise, knowledge, and advice!
I wanted to again thank you for the expertise, knowledge, and advice you offered throughout the process of filing/settling the suit related to my mother’s case. Your guidance was invaluable during all the steps, decisions, and options that needed to be discussed and decided. I wanted to express my appreciation for all you did for our family to support us through the process.
I will highly recommend you and your firm to others and will use your services again as needed in the future.