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Experience |
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Alexis is proficient in all aspects of estate and business succession planning and estate and trust administration. She provides counsel for a diversity of planning needs centered around the transmission and preservation of family wealth. Her clients are a cross section and include young families, families with modest wealth, professionals, executives, business owners and others with complex estate and tax planning goals. Alexis also has experience with planning for individuals with special needs.
Alexis counsels tax-exempt organizations and helps not-for-profit organizations navigate the federal application needed to obtain tax-exempt status. She also provides counsel relating to all phases of charitable planning.
Alexis knows that all families and individuals benefit from careful planning. She offers clients the peace of mind to know that cherished family members will be taken care of now and in the years to come and wealth will be transferred in the most tax-efficient manner possible.
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Admitted |
Court of Appeals of Maryland
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Education |
University of Maryland School of Law, J.D., with honors, 2004
University of Maryland School of Law Merit Scholar
University of Maryland, B.A., summa cum laude, 1996
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Professional & Community |
American Bar Association
Section on Real Property, Probate & Trust Law
Baltimore Neighborhoods, Inc.
Board of Directors, 2005-present
Maryland State Bar Association
Section on Estates & Trusts
Ober|Kaler Mentoring Program
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Honoraries |
Listed as a Maryland Rising Star in Maryland Super Lawyers, Estate Planning & Probate, 2010 |
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Professional Background |
Summer Associate, Ober, Kaler, Grimes & Shriver
Research Assistant, Professor Oscar Gray, University of Maryland School of Law
Summer Law Clerk, Public Justice Center
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