Contra Costa Bar Association Trusts and Estates, 2020
Special Licenses/Certifications:
Certified Specialist in Estate Planning, Trusts and Probate Law by the State Bar of California, 2016
Honors/Awards:
The Order of the Coif is a national honor society for law school graduates who attended member schools. Each year it extends invitations to the top 10%, Order of the Coif, McGeorge School of Law, 2006
Educational Background:
Golden Gate University School of Law Master of Laws in Estate Planning, Trust & Probate Law with Honors, 2019
Golden Gate University School of Law- Master of Laws in Taxation with Honors, 2011
University of the Pacific- McGeorge School of Law, Juris Doctor with Distinction , 2006
White Papers:
An overview of the Grantor Retained Annuity Trust. , Reduction of the Taxable Estate with GRATs, Legal And Tax, 2020
This article explains the benefits of portability of the estate tax exemption between spouses. , Portability of the Estate and Gift Tax Exemption, Legal, 2018
A summary and analysis of the proper entity choice for small businesses in California. , Proper Entity Choice for a Small Business in California, Legal And Tax, 2018
An overview of the benefits of Qualified Personal Residence Trusts. , Reducing the Taxable Estate with Qualified Personal Residence Trusts (QPRTs), Legal, 2018
An introduction to the Family Limited Partnership. , Reducing the Taxable Estate with Family Limited Partnerships, Legal, 2016
This article explores simple techniques to receive valuation discounts without complex trusts. , Utilizing Fractional Share Discounts to Reduce the Taxable Estate, 2016
This article is an analysis of the attorney's duty to assess a client's competency., The Attorney's Duty to Asses Competency, Legal, 2015
Scholarly Lectures/Writings:
I presented to Cal CPA on the topic of the intersection of estate planning and divorce., Speaker, Intersection of Estate Planning and Divorce, Cal CPA, Accounting And Legal, 2022