served as President of the Tri-Valley Estate Planning Council, 2007
Special Licenses/Certifications:
Certificate of Specialization in Estate Planning, Trust and Probate Law by the California Board of Legal Specialization, 2007
Pro bono/Community Service:
Active in the Livermore Rotary Club, Past Chair of the Livermore Valley Chamber of Commerce Board and Chamber Member since 2001.
Scholarly Lectures/Writings:
I have had the privilege of speaking at a number of CEB mcle programs over the past four years. Including: Presenter as a part of the inaugural Basics Course on Estate Planning in September 2012, covered four topics; Speaker as a part of the panel on Incorporating Retirement Assets into the Estate Plan May 2013; Speaker as a part of the Basics in Estate Planning course 2013, covered five topics; Co-Presenter in March 2014 - Estate Planning with Family Law Strings Attached; Moderator and speaker May 2015 - How to Administer a Revocable Living Trust; additionally rewrote and edited 3 chapters of the CEB practice guide on Guardianships in 2006, 2008 & 2009., Moderator & Presenter, MCLE, CEB, CEB, 2015
Industry Groups:
CEB
Tri-Valley Estate Planning Council (past President)