California State Bar Board of Trustees, Member (2015, 2016, and 2017), 2015
Member of the Executive Committee of the Solo and Small Firm Practice Section of the State Bar, California State Bar Board of Trustees, 2009
STEP (the Society of Trust and Estate Practitioners), Member
Colorado, 1975
California, 1977
Representative Clients:
Individuals having estates that are subject to estate tax. Preparation of ILITs, IDGTs, SLATs, QDOTs, LLCs, and other sophisticated irrevocable trusts and estate planning tools to reduce or eliminate estate and gift taxes. , 2021
Special Licenses/Certifications:
California certified estate planning and probate specialist, California State Bar Board of Legal Specialization, 1995
Honors/Awards:
Avvo Rated, 10/10
"Northern California Super Lawyer", 2007-2020
Educational Background:
Golden Gate University, MBA, 1982
Golden Gate University Law School, LLM in Taxation, 2010
Scholarly Lectures/Writings:
Instructor, CFP (certified financial planner) program at UC – Santa Cruz
Estate planning, UCSC Certified Financial Planner certificate program