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Ms. Isabel concentrates her practice in the areas of wills, trusts and administration of estates. She also focuses on fiduciary litigation, tax-exempt entities (including public charities, private foundations and business leagues), as well as estate, gift and generation-skipping transfer tax, business succession planning and tax controversies.
In addition, Ms. Isabel's representative experience includes:
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Serving as a lead for a pro bono project in partnership with Atlanta Legal Aid and the American Cancer Society for low-income individuals battling cancer.
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Representation of a corporate fiduciary in a declaratory judgment action in probate court involving interpretation of a change in beneficiary form.
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Representation of a client and company worth approximately $1 billion with trust interpretation, estate planning and business succession planning.
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Winning an appeal before the Georgia Court of Appeals for a corporate fiduciary in a trust dispute that resulted in the return of approximately $1 million to the beneficiary.
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Representation of a large public charity regarding planned giving issues.
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Advising a high profile, nonprofit hospital regarding reorganization to avoid insolvency.
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Advising a private college on governance issues.
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Regularly advising a large corporate foundation regarding issues related to private foundation status.
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Education |
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| LL.M., Comparative & International Law, Duke University, 2001
|  | | J.D., Duke University, 2001; Duke Law Journal, Managing Editor
|  | | B.A., summa cum laude, Eureka College, 1998 |  |
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Bar & Court Admissions |
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| Georgia, 2002
|  | | United States Court of Appeals for the Sixth Circuit, 2002
|  | | United States District Court for the Northern District of Georgia, 2007 |  |
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Memberships |
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| American Bar Association, Member
|  | | Atlanta Bar Association, Member
|  | | Eureka College Board of Trustees, Executive Committee
|  | | Georgia Association of Women Lawyers, Member
|  | | Georgia Bar Association, Fiduciary and Taxation Sections
|  | | Georgia Bar Association, Young Lawyers Division, Member
|  | | The Foundation Center, Member of Advisory Board |  |
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Publications |
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"Protecting Nonprofit Directors and Scarce Resources," 3 Journal of Payment Systems Law 3, co-authored, July/August 2007
"Laws, Not Lawyers," 5 Stanford Social Innovation Review 27, co-authored, Summer 2007
"Sarbanes-Oxley and Nonprofit Organizations," 14 Federal Reserve Bank of Atlanta - Partners in Community and Economic Development 11, 2004
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Speaking Engagements |
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| "'Special Use' Trusts in Estate Planning," Salvation Army Annual Conference for Planned Giving Advisors, October 2007
|  | | "Estate Planning for Pro Bono Clients," In-house Firm Training, partnering with Atlanta Volunteer Lawyers Foundation & the American Cancer Society, 2004-2007
|  | | "Use of Revocable Trusts in Estate Planning," Salvation Army Annual Conference for Planned Giving Advisors, November 2006
|  | | "Executive Compensation for Tax Exempt Organizations," Nonprofit Conference for Georgia Society of CPAs, October 2006
|  | | "Legal Issues in Joint Venture Partnerships," Georgia State Association of Nonprofit Developers, joint presentation, August 2006
|  | | "The Formation of Non-Profit, Tax-Exempt Entities, Legal Considerations Non-Profit Workshop," part of the Women's Economic Development Agency Atlanta Microenterprise Initiative, Bi-Annual Presentation, 2003-2006
|  | | "The New IRS Form 1023," The Foundation Center - Atlanta, Spring 2005
|  | | "Estate Planning Techniques," Georgia Pacific, joint presentation, Spring 2005 |  |
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Awards & Honors |
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| Daily Report Pro Bono Award Winner (Advocate for the Voiceless, 2008) |  |
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