Practice Expertise

  • Tax
  • Private Wealth Advisors
  • Fiduciary Litigation
  • Tax-Exempt, Nonprofits and Charities

Areas of Practice

  • Fiduciary Litigation
  • Private Wealth Advisors
  • Tax
  • Tax-Exempt, Nonprofits and Charities

Profile

Terri is co-head of the firm’s Business Practice Group.

She focuses her practice on personal tax planning, with particular emphasis on structuring estate plans for high wealth individuals. She also has developed extensive experience in government ethics laws, and uses that expertise to represent officials in the federal administration. 

Education
BA, Southern Methodist University, with highest honors, 1975

Areas of Practice

  • Fiduciary Litigation
  • Private Wealth Advisors
  • Tax
  • Tax-Exempt, Nonprofits and Charities

Professional Career



Articles

  • Estate Planning Basics, Straightline
  • Seven Legal Steps to Consider When Caring for an Elderly Parent, Straightline

Meet our Firms and Professionals

WSG’s member firms include legal, investment banking and accounting experts across industries and on a global scale. We invite you to meet our member firms and professionals.