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EXPERIENCE
Certified Estate Planning, Trusts & Probate Law Specialist, State Bar of California Board of Legal Specialization.
Practice includes all areas of basic and advanced estate planning, including wills, trusts, powers of attorney, simple and sophisticated irrevocable trusts, entity formation, business succession planning and charitable planning, including all related estate, gift and income tax planning issues and specialized high net worth planning.
Practice also includes all areas of estate and trust administration, including probates, summary probate procedures, other probate court proceedings relating to estate and trusts, property allocation agreements, fiduciary and beneficiary representation, accountings, qualified disclaimers, guardianships, conservatorships, special needs trusts with related court proceedings, marital agreements, spousal property characterization, preparation and review of estate and gift tax returns and audit representation.
Practice also includes estate and trust litigation, including will and trust contests, contested Probate Code 17200 petitions, beneficiary/trustee disputes, accounting issues, settlement agreements, discovery, mediation and other contested probate proceedings.
MEMBERSHIPS
State Bar of California, Taxation Section, Estate and Gift Tax Sub-Committee
Sacramento County Bar Association, Estate Planning and Probate Section, Member; Former Chair, Vice Chair, Treasurer and Secretary
International Association of Financial Planning, Member, Former Director-at-Large, and Membership Director
Sacramento Estate Planning Council, Board Member
Stockton Estate Planning Council, Member
EDUCATION
University of the Pacific, McGeorge School of Law (J.D., With Distinction, 1995)
California State University, Sacramento (B.A., 1992)
PRESENTATIONS
Certified Financial Planning Program (Estate Planning), University of California, Davis, Instructor
Continuing Education of the Bar, Speaker
California Society of Certified Public Accounts, Speaker
Certified Financial Planning Association, Speaker
Legal Secretaries Association, Speaker
CPA Law Forum, Speaker.
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