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:
Hinchy, Witte, Wood, Anderson & Hodges (Shareholder 1985-1989)
Trust Services of America (Vice President and Trust Counsel 1980-1984)
Professional and Community Involvement:
Board Member and Past President, Rancho Bernardo Community Foundation
Board Member, Rancho Bernardo Chamber of Commerce
Member, Philanthropy Committee, San Diego Foundation
Member, Gift Planning, Advisory Board, Scripps Foundation
Instructor, UCSD Extension course on Estate Planning, Wills and Trusts (1987-1997)
Member of State Bar of California Section on Estate Planning, Probate and Trust Law
Member of San Diego Bar Association Probate Section
Member, North San Diego County Bar Association, Probate Section
Education:
J.D. - University of San Diego School of Law (1979)
B.S. - University of Oregon (1975)
Joined Firm: 1989 (Founding Shareholder)
Additional Information of Interest:
Admitted to practice in all California courts, U.S. District Court for the Southern District of California and the U.S. Tax Court.
