How Rhonda Helps Clients
Rhonda serves as a trusted advisor to high net worth clients seeking estate planning counsel. She assists individuals and families with all manner of sophisticated planning, including special needs trusts, asset protection trusts, spousal lifetime access trusts, charitable remainder trust, qualified small business trusts and other trusts used to minimize or eliminate the capital gains and estate taxes.
Additionally, Rhonda advises business owners and C-level executives on eliminating or minimizing capital gains before a sale or IPO using various means, including qualified small business trusts and charitable remainder trusts.
Being admitted in California, Rhonda is able to meet the business or personal needs of her bi-coastal clients.
Rhonda’s clients appreciate her extensive experience in helping them mitigate or eliminate their estates by developing complex tax and entity planning strategies, including sales to intentionally defective grantor trusts, GRATs, charitable trusts, life insurance trusts and family limited partnership plans.
Rhonda is a highly sought-after public speaker. She teaches continuing legal education and is a continuing education sponsor for the Certified Financial Planner Board and insurance agents.
What Clients Can Expect
Rhonda is attentive to her clients need and wants, always hearing them out before proceeding with their planning. She gains their trust by ensuring that all parties involved are on the same page and agree with the course of action. She takes time to get to know her clients and understand the family or the business dynamic.
Clients often praise Rhonda for her out-of-the-box thinking, especially when presented with unusual situations. To her, estate planning is a puzzle and she enjoys coming up with different solutions to various problems.
Outside the Office
Rhonda lives in Northern Virginia with her children and Rottweiler named Chloe. She enjoys watching football especially Penn State. She loves being active outside, travelling and exploring. She loves to sing and briefly considered it as a career but decided that a regular paycheck was more appealing.
- AV Preeminent® Peer Rated by Martindale-Hubbell® Peer Review Ratings™, Client Champion Silver 2018
- Woman Leader in the Law as seen in Forbes Magazine, 2013, 2014, 2015
- Top Lawyers in California, Virginia, and DC, 2013
- Best Attorneys in Virginia and DC, 2014
- Top Lawyer in Virginia and DC as seen in Wall Street Journal, 2015
- Women in the Law, 2016
- Legal Leader: Trust & Estates, 2017
- Legal Leader: DC Metro Area as seen in the National Law Journal, 2017
- Women Leader in the Law, 2017
- Women Leader in the Law, 2018
- Top Rated Lawyer in Trust and Estate Law, 2018
- 10 Best Client Satisfaction Award given by American Institute of Attorneys, 2018
- Using small business trusts or charitable remainder trust to mitigate or eliminate taxes due upon sale of business interest.
- Preserving community property assets and the corresponding tax benefits for clients who move to marital property jurisdiction.
- Using entities and intentionally defective trusts in creative ways to remove assets from taxable estates.
- Author of “Virginia Estate Planning Guide” published by Lexis Nexis.
- Frequent national speaker for the National Business Institute, a continuing legal education provider.
Loyola Law School, J.D., with honors
Pennsylvania State University, B.A., with honors, Psychology
- District of Columbia
- U.S. District Court for the Central District of California
American Bar Association
Capital Gymnastics Girls Booster Club, Board of Directors