Born in Rio de Janeiro, Brazil, Diane was raised in Montgomery County, Maryland after her family moved from San Antonio, Texas. Diane graduated from the Academy of the Holy Cross in Kensington, Maryland. Presently she serves on the Investment Committee and the Finance Committee at the Academy of the Holy Cross.
Diane attended Boston University where she graduated from the Questrom School of Business, earning a Bachelor of Science in Business Administration (BSBA) in Accounting. She was also an active member and officer of the Eta Chapter of Alpha Phi Sorority.
Diane attended the Catholic University of America Columbus School of Law in Washington, DC. While attending law school, she served as the Law Clerk to the Register of Wills for Montgomery County, Maryland.
Diane is licensed to practice law in Maryland and the District of Columbia. She earned an AV Preeminent rating from Martindale Hubbell and was named among the top twenty-two estate planning attorneys in the area by Bethesda Magazine. Diane has also been named to the Maryland and District of Columbia SuperLawyers in Estate Planning and Probate for 2019.
Diane is a member of the United States Supreme Court Bar Association, the United States District Court for the District of Maryland, the Maryland State Bar Association-Estates and Trusts and Taxation Sections, The District of Columbia Bar, the American Bar Association-Real Property, Trust and Estate Law Section and Taxation Section and the Montgomery County Bar Association-Estates and Trusts Section. She is also a Fellow of the Maryland State Bar Association. She has been an active member of the Washington, DC Estate Planning Council since 2000. From 2010 to 2011, Diane served as President of the Washington, DC Estate Planning Council. Prior to that, she served on the Council’s Board from 2005-2012 and on various committees within the Council including as Chair of the Membership Committee. Diane is a member of the Montgomery County Estate Planning Council and is serving as a member of its Board of Directors.
Diane volunteers her time with several area charitable organizations. She currently serves as an Officer and a member of the Board of Directors of Montgomery Hospice and as a member of its Major Gifts Committee. She also serves as a member on the Professional Advisors Committee of the Greater Washington Community Foundation.
Diane and her husband reside in Montgomery County, Maryland.
Carole has practiced estate and trust planning and administration in Maryland and the District of Columbia for over thirty years. Born and reared in Norfolk, Virginia, Carole received a Bachelor of Arts degree in history from the College of William and Mary. At William & Mary she was tapped for membership in Mortar Board, a senior women’s academic/leadership honorary society. Carole was also a member of Pi Beta Phi sorority and has retained close ties to William and Mary, serving on her class reunion committee.
Carole earned her law degree from Georgetown University Law Center where she served as the staff editor of the American Criminal Law Review. At Georgetown, she focused her studies on tax and estate/trust law due to a deep personal connection with the subject. Carole’s father died when she and her four siblings were very young. As a result, Carole “lived an estate plan” that her father established under his will. She experienced first-hand the positive and negative aspects of her father’s and his attorney’s choices. That personal experience inspires and informs her work and engenders her strong commitment to plan appropriately for clients, especially those concerned for the long-term welfare of spouses, children and other family members.
Carole is a member of the Bars of Maryland and the District of Columbia and a frequent lecturer on estate planning. She is a member of the United States Supreme Court Bar, the Court of Appeals of Maryland, the U.S. District Court for the District of Maryland and the U.S. District Court for the District of Columbia. She is also a member of the Maryland State Bar Association (Estates and Trusts Section and Taxation Section); the District of Columbia Bar Association (Estates and Trusts Sections); the Bar Association of Montgomery County, the Montgomery County Women’s Bar Association and the Montgomery/Prince George’s Counties Tax Study Group.
Carole’s long commitment to community service and civic engagement includes pro bono legal work as well as serving in numerous elected roles in the PTAs at Luxmanor Elementary School, Tilden Middle School and Walter Johnson High School. She has also served as a religious education teacher for children and adults since 1983.
Carole and her husband Douglas live in Rockville. They have three sons.
Susan Sheehan Oldham has focused exclusively on personalized estate and trust planning and administration for over twenty-five years. Susan has been featured in both Washingtonian Magazine and Bethesda Magazine as one of the area’s foremost estate planning attorneys, has lectured for bar association and numerous professional groups, and has appeared on local television to discuss estate planning topics. Having received the highest AV Preeminent Martindale-Hubble rating, she has been listed in the Bar Registry of Preeminent Women Lawyers since its inception in 2011.
Susan received her J.D. in 1985 from Georgetown Law Center where she served as an Associate Editor of the Georgetown Law Journal and then earned her LL.M. in Taxation, with Distinction. Originally from Indianapolis, she graduated from Indiana University magna cum laude, served as Scholarship Chair while a member of Pi Beta Phi sorority, and was admitted to Phi Beta Kappa.
As a law school student, Susan was a founding member of Women in Law of Georgetown, co-chaired the organization, and as an alumna, was instrumental in establishing the organization’s endowed scholarship fund. She has enjoyed continuing involvement with the Law Center, serving as a member of the National Law Alumni Board, receiving the Outstanding Alumna Award, and presenting estate planning lectures at the university, the law school, and the medical school reunions.
Admitted to the bar in Maryland and in the District of Columbia, Susan is an active member of the Estate and Trust Sections and the Taxation Sections, as well as the Women’s Bar Associations, of both jurisdictions. While serving on the Executive Board of the Montgomery County Women’s Bar Association, she initiated and chaired Leaders and Legends, a multi-faceted program to document the association’s history and honor its founders and leaders.
She and her husband, Roger J. Oldham, M.D., reside in Potomac, Maryland. They have a daughter and two sons.
Susan was born in Manhattan, New York and was raised in Longview, Texas after her family moved there.
Susan graduated magna cum laude from the University of Baltimore School of Law. Susan participated in the Cardozo/BMI Entertainment and Communications Law Moot Court Competition and served as the Alumni Relations Representative of the Student Bar Association. While attending law school, Susan served as a Judicial Intern, a Trusts & Estates Intern at a prominent Baltimore law firm and as a Law Clerk at a law firm specializing in Estate Planning located in Howard County. Susan also participated in the Planning for Families and Seniors workshop where she prepared estate planning documents
Susan received her undergraduate degree (B.A.) from the University of Maryland, College Park, where she double majored in Criminology & Criminal Justice and Communication. Susan was an active member of her sorority, Sigma Delta Tau, served as a campus tour guide for prospective students and their families and was a member of both National Honor Societies for her undergraduate majors.
Susan is licensed to practice law in Maryland. She was selected to the Maryland Super Lawyers Rising Stars List for 2019. Susan is active in the local estate planning community. She assisted with the presentation of the “Top Ten Pitfalls in Estate Planning” at the Georgetown University Reunion Weekend, June 2018, in Washington, D.C and is a member of the Maryland State Bar Association-Estates and Trusts section and the Young Lawyers section, the American Bar Association-Real Property, Trust and Estate Law Division and the Young Lawyers Division and the Montgomery County Bar Association-Estates and Trusts section. Susan also serves as a member of the Young Professional Advisory Committee of the Greater Washington Community Foundation.
Susan currently resides with her husband in Montgomery County, Maryland.
Born and raised in Pittsburgh, Pennsylvania, Heather relocated to Montgomery County, Maryland to attend law school in Washington, DC. Heather graduated cum laude from the American University’s Washington College of Law.
Heather attended Allegheny College in Meadville, Pennsylvania where earned a Bachelor of Arts in History with a minor in Geology. While attending Allegheny College, Heather was an active member of the Alpha Theta Chi Chapter of the Phi Alpha Theta Society, an international Honor Society in History.
Heather is licensed to practice law in Maryland, the District of Columbia and the Commonwealth of Virginia. She has been named to the Maryland SuperLawyers Rising Stars list for 2013-2016, 2018 and 2019.
Heather is a member of the Maryland State Bar Association, District of Columbia Bar, Virginia State Bar Association and the Bar Association of Montgomery County, Maryland. Heather has been appointed by the Court on multiple occasions to represent children and disabled adults in guardianship matters and serves on the panel of court-appointed attorneys in guardianship matters. Additionally, Heather is trained as a mediator and collaborative law practitioner.
Heather currently resides with her husband and daughter in Montgomery County, Maryland and is an active member of St. Elizabeth’s Parish in Rockville, Maryland.