Member, Orange County Bar Association, Trusts and Estates Section.
Author of the chapter on Compensation and Fees in the CEB California Decedent Estate Practice, Second Edition. (Cal. Decedent Estate Practice (Cont.Ed.Bar 2d ed. 2012) Compensation and Fees, § 30.)
Past Chair of the Orange County Bar Association, Trusts and Estates Section.
Honors/Awards:
Super Lawyers, 2022 - 2024, Super Lawyer
Educational Background:
University of California, Irvine, Bachelor of Arts, Linguistics, cum laude
Scholarly Lectures/Writings:
Speaker for Professional Exchange Network, Benefits of Estate Planning and Avoiding Probate, January 2020.
Speaker for various continuing legal education programs in the trusts and estates practice area.
Speaker, Ten Things a Professional Fiduciary Needs to Know About the Attorney-Client Relationship, Professional Fiduciary Association of California 16th Annual Educational Conference, April 2012.
Speaker, Ten Things You Need to Know About the Attorney- Fiduciary/Client Relationship, Trust and Estate Section, Orange County Bar Association, June 2013.
Speaker, First American Trust, Difficult Administrations: How to Avoid Litigation While Preparing For It, First American Trust, 8 sessions, 2016.
Speaker, Difficult Administrations: How to Avoid Litigation While Preparing For It, Elder Law Section, Orange County Bar Association, July 2016.
Speaker, What Estate Practitioners Need to Know About Fiduciary Accountings-From Intake Through Litigation and Appeal, Trust and Estate Section, Orange County Bar Association, Fall Seminar, October 2017.
Speaker, It’s Your Estate-An Overview of Living Trusts, Financial & Estate Literacy, Spring 2019.
Speaker, How to Fund Illiquid Conservatorships and Trusts, Conservatorship, Guardianship and Protective Proceedings Section, Orange County Bar Association, September 2019.