Estate Planning, Trust and Estate Administration, and Taxation; Certified Specialist in Estate Planning, Trust and Probate Law, State Bar of California Board of Legal Specialization
Prior Professional Experience:
Procopio, Cory, Hargreaves & Savitch LLP, San Diego (Partner, 2000-2001; Associate 1996-1999)
Musick, Peeler & Garrett LLP, Los Angeles (Associate 1994-1996)
Thomas, Snell, Jamison, Russell & Asperger, Fresno (Associate 1992-1994)
Recent Publications and Speeches:
Author, Community Property Aspects of IRAs and Qualified Plans, ABA Probate and Property journal 1999 (Winner of Excellence in Writing Award for Best Cutting-Edge Article)
Lecturer, Sophisticated Irrevocable Trust Planning, University of California Continuing Education of the Bar, San Francisco and Los Angeles, 2002 (Topic: Irrevocable Life Insurance Trusts)
Lecturer, Recent Developments in Estate Planning and Administration, University of California Continuing Education of the Bar, San Diego, 2000, 2001, and 2002
Lecturer, Advanced Estate Planning Institute, California CPA Foundation, Newport Beach, 2000 (Topic: Marital Deduction Funding Formulas)
Lecturer, San Diego Tax Institute, San Diego, 2000 (Topic: Family Limited Partnerships)
Lecturer, Spring Estate Planning Symposium, ABA Real Property Probate and Trust Section, San Antonio, Texas, 1998 (Community Property Aspects of IRAs and Qualified Plans)
Professional Activities:
Chair, Committee on Estate Planning Issues of Owners of Community and Marital Property, American Bar Association Section of Real Property, Probate, and Trust Law
Member of State Bar of California Section on Estate Planning, Probate and Trust Law
Member of San Diego Bar Association Probate Section
Member of La Jolla Probate Section
Education:
J.D. - University of Oregon School of Law (Editor-in-Chief, Oregon Law Review, 1992)
B.S. - University of California, Riverside (1989)
Joined Firm: 2001 (Shareholder)
Additional Information of Interest:
Admitted to practice in all California courts and the U.S. Tax Court.
Interviewed for and recently quoted in Kiplinger's Personal Finance Magazine (May 2002).
