Bar Fellowship
· Greater Columbus Salvation Army Advisory Board
- Executive Committee member
- Past Secretary and Resource Development Committee Chair
· Miami University Alumni Association Recruiting Network
· Ohio Pet Fund, Board of Directors
· The Ohio State University College of Social and Behavioral Sciences, Advisory Panel (2004-2007)
Publications
· "Top Lawyers" - Columbus C.E.O. - article featuring Erika Haupt, Partner-in-Charge of Roetzel Columbus (April 2011)
· "Low Home Values Shine Favorable Light on Personal Residence Trusts" - Estate Planning Guide - Columbus Business First (March 2010)
· "Making Grandkids Rich" - Columbus C.E.O. (May 2006)
· "Making a Gift with Strings Attached?" -Today's Army - The Salvation Army (Winter 2006)
· "Time to Think About Saving Tax Dollars" -Today's Army - The Salvation Army (Fall 2005)
· "What is Planned Giving?" Today's Army - The Salvation Army (Summer 2005)
· "For Better, For Worse, For Richer, For Poorer: Premarital Agreement Case Studies," 37 Real Prop., Probate and Trust Journal 29 (2002)
· "Brady v. Safety-Kleen Corp.: Tipping Ohio's Workers' Compensation Scale in Favor of The Employee," 54 Ohio State Law Journal 837 (1993)
Presentations
· "Estate Planning for the Nontraditional Family: Toto, I've a Feeling We're Not in Kansas Anymore" - 22nd Annual Estate Planning Conference on Wealth Transfer (June 2011)
· "Planning with Premarital Agreements" - Columbus Estate Planning Council (January 2011); Worthington Estate Planning Council (March 2011)
· "Update on Tax Law Changes Affecting Tax-exempt Organizations"-The Ohio Society of CPAs' Not-for-Profit Conference (2006)
· "Tax & Business Planning for Family Limited Partnerships" - Capital University Law School Tax Conference (2006)
· "Creating an Exit Strategy: The Last Step to Ensure Business Continuity" - National Association of Women Business Owners, Women Helping Women Business Expo (2005)
· "Planning with GRATs - Ohio Society of CPAs (2005)
· "Getting Ready to Sell Your Business" - Women Presidents' Organization (2003)
· "Courting in the New Millennium: The Chase, The Catch and the Premarital Agreement" - Columbus Wealth Transfer Conference (2001)
Industry Experience
Associations & Charitable/Nonprofit Organizations
Information & Emerging Technology
Professional Services
Health Care
Financial Services & Banking
Member: Columbus Bar Association; Ohio State Bar Association; Columbus Estate Planning Council Group II.