JoRhea focuses her practice on estate planning and estate and trust administration. Following graduation from law school in 1998, JoRhea lived in Saratoga Springs, New York and was employed by a subsidiary of Goldman Sachs, The Ayco Co. L.P., where she advised Fortune 500 executives and high net-worth individuals in the areas of estate, gift and income tax planning and compliance. Upon returning to the Eastern Shore of Maryland in 2006, JoRhea worked with the Easton law firm of Charles T. Capute LLC and most recently joined the firm of Armistead, Lee, Rust & Wright, P.A. as a shareholder in February of 2016.
JoRhea’s estate, gift and income tax background enables her to advise her clients in a holistic manner and tailor their estate planning needs to their individual situation. She assists clients with the implementation of foundational estate planning documents, including wills, revocable trusts, powers of attorney, health care powers of attorney and living wills. She also enjoys working with clients to create and implement sophisticated estate planning strategies, including qualified personal residence trusts, grantor retained annuity trusts, irrevocable life insurance trusts, charitable remainder trusts, irrevocable gift and generation skipping trusts, family limited partnerships and sales to defective grantor trusts. JoRhea advises fiduciaries and beneficiaries in the administration of estates and trusts. She assists personal representatives and trustees in all aspects of estate and trust administration, including probate proceedings and estate and gift tax compliance and fiduciary income tax compliance. JoRhea has significant experience in handling and resolving estate and gift tax audit matters with the Internal Revenue Service and Comptroller of Maryland.
JoRhea received her undergraduate degree from Baylor University in Waco, Texas and her law degree from Regent University in Virginia Beach, Virginia. JoRhea serves as a board member of the Christ Church Day School and on the Vestry of Christ Church, St. Peter’s Parish of the Diocese of Easton. She also serves on the Planned Gifts Committee for the University of Maryland, Memorial Hospital Foundation, the Major Gifts Committee for Habitat for Humanity Choptank and is a member of the Talbot County Advisory for the Mid-Shore Community Foundation of Easton. JoRhea is a frequent speaker in the community on estate planning and wealth transfer techniques. She is a native of Preston where her family has lived and operated Nagel Farm Service, Inc., a grain elevator business, on the Eastern Shore for several generations. JoRhea resides in Easton with her husband Chris, owner of a local contracting business, The Southern Tide Group, LLC, and their four children, Allie, Meghan, Brooklyn Snow and Ashton.