Bobbi has worked in the legal field of estate planning, trusts and estates for over 23 years. In 2013, Bobbi began extending her knowledge in tax planning, corporate work and more sophisticated high end estate planning.
Bobbi’s wide range of experience allows her to provide legal support in estate planning, trust funding and administration, business formation and succession planning, gift tax planning, and probate administration. Bobbi also assists in preparing and filing gift and estate tax returns.
Bobbi strives to develop and maintain a quality professional relationship with clients while assisting the attorneys in providing exceptional legal service. Bobbi also works closely with financial advisors, accountants, appraisers, court staff, fiduciaries, and other outside vendors. Bobbi prides herself on attention to detail and organization and strives to provide top notch legal support service while making every client feel like a priority.