Ms. Copeland represents high net worth clients in creating and executing all aspects of their estate plans, including estate and tax planning and the creation of closely-held business entities. She advises clients on minimizing gift and estate taxes, and creates estate planning documents to address her clients’ needs, including revocable and irrevocable, inter vivos, and testamentary trusts. She also has experience advising nonprofit organizations on applying for and maintaining their federal and state tax-exempt statuses.

Before joining Carr McClellan, Ms. Copeland was an Estate, Trusts and Tax Planning associate at the Palo Alto office of Pillsbury Winthrop Shaw Pittman LLP advising high net worth clients on complex estate and tax planning matters. She also worked at Howrey LLP conducting research and performing economic analysis for antitrust litigation.

Academic Credentials

• J.D., University of Virginia School of Law
• B.S., University of Virginia, McIntire School of Commerce

Professional Affiliations

• State Bar of California

Civic Affiliations

• WriteBoston, Former Mentor and Tutor