Areas of Practice

Examples of Matters

Community Development and Affordable Housing

  • Representing developer in $23.4 million new markets tax credit financing of acquisition and restoration of historically significant downtown building in southeastern Vermont.
  • Advising affordable housing non-profit in $4 million acquisition of multi-building property to be converted to permanent affordable housing
  • Assisting affordable housing non-profit in $1.3 million low income housing tax credit financing for rehabilitation of senior housing in downtown historically significant building
  • Assisting economic development non-profit in acquisition of 18-unit mobile home park and financing for replacement of water and wastewater system.

Real Estate

  • Facilitating the low-income housing tax credit financed redevelopment of a 72-unit former hotel property in Williston.
  • Advising non-profit developer in connection low-income housing tax credit financing of a 20-unit new construction affordable housing project in Bristol.
  • Representing non-profit developer of low-income housing tax credit financed transitional housing project for the unhoused in historic building in Bennington.
  • Assisting developer in $14 million new markets tax credit financing for the expansion of manufacturing facility in southeastern Vermont for employee-owned company.
  • Representing lender in $9.38 million new markets tax credit financing of state office building in northwestern Vermont.
  • Facilitating the acquisition of multiple commercial properties in connection with downtown renewal project in historic mill town.

Businesses and Finance

  • Assisting with the transition of ownership, from the owner to an employee, of classical musician representation agency.
  • Advising numerous clients, such as a guitar manufacturer and an artisan cheesemaker, in connection with formation of company.
  • Facilitating acquisition of socially responsible cosmetics business.
  • Assisting in sale of personal and home care product business to multi-national corporation.
  • Preparing commercial contracts for personal care product business.

Agriculture, Food Producers & Retailers

  • Assisting dairy farmers with organizing and raising capital for a low-profit limited liability company, which operates an innovative research and educational dairy farm.
  • Representing local food co-op in Vermont crowdfunding offering.
  • Assisting start-up specialty foods retailer with identifying and formulating plans for complying with Vermont laws relating to food retailers.

Nonprofits

  • Facilitating merger of non-profit meals-on-wheels providers.
  • Advising regarding the formation of low-profit limited liability company serving to improve the energy efficiency of public purpose buildings.
  • Representing affordable housing organization in structuring joint venture with for-profit development company.
  • Preparing governance documents for local youth center.

Health Care

  • Representing non-profit health care organization in acquisition of real property.
  • Advising non-profit health care provider board of directors on governance matters.

Energy and Public Utilities

  • Representing developer in real estate aspects of development of multiple 1.0 MW + solar facilities.
  • Advising on real estate issues and facilitating the acquisition of real estate necessary for development of 1,000 MW High Voltage underwater and underground transmission cable.
  • Representing non-profit organization in crowdfunding offering for development of community solar project.
  • Assisting non-profit organization in structuring and executing innovative community solar project benefitting company employees.
  • Advising on execution of program aimed at extending benefits of renewable energy projects to low income households.

Education and Bar Admissions

Education

  • BA, Stanford University, 2000
  • MA, University of North Carolina at Chapel Hill, 2004
  • JD, Boston College, summa cum laude, Order of the Coif, 2007

Bar Admissions

  • State of Vermont
  • Commonwealth of Massachusetts

Community Service

  • Board Member, Middlebury Community Music Center
  • Board Member, Lake Champlain Chamber Music Festival
  • Member, Town of Cornwall Planning Commission
  • Former Member of Public Policy Committee, Vermont Businesses for Social Responsibility (2014 – 2020)

Recent Posts

Miscellaneous Content

News, Publications & Presentations

  • Presented on New Developments in Opportunity Zone Regulations at 2019 Vermont Development Conference.
  • Presented on Opportunity Zones in Statewide Workshop hosted Agency of Commerce and Community Development, the Vermont Community Foundation and the Governance Project in 2019.
  • Presented on Opportunity Zones at 2018 Vermont Development Conference.
  • Presented at Small Business Workshop sponsored by Wilmington Works, in Wilmington Vermont in 2018.
  • Presented on Legal Issues facing Growing Businesses at the Vermont Businesses for Social Responsibility (VBSR) 28th Annual Conference in 2018.
  • Presented on Crowdfunding Community Development Projects at 2017 Vermont Development Conference.
  • Presented on Raising Capital and the Federal and State Securities Laws at the 2017 Vermont Bar Association Mid-Winter Thaw in Montreal.
  • Presented on Entity Formation at the Brattleboro Development Credit Corporation’s INSTIG8 Series in 2017.
  • Presented on Low-Profit Limited Liability Companies (L3C’s) at the 2015 Vermont Specialty Food Association Conference.
  • Presented on Health Care Reform and Regulation in Vermont at the 137th Annual Meeting of the Vermont Bar Association.
  • Expert Commentary, Oncology Nurse Advisor – ONA on ‘Apology bill’ shields health care providers’ apologies from malpractice suits in Wisconsin.
  • Co-author, Taking the Road Not Taken: Vermont’s Health Benefit Exchange and the Green Mountain State’s Journey to Single Payer Healthcare, American Health Lawyers Association’s Health Lawyers Weekly, Vol. X, Issue 34, August 24, 2012.

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