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Background |
| For over 20 years I have provided quality legal, Certified Public Accounting, and consulting services for numerous individuals, partnerships, and corporations. |
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I have provided estate planning and probate services for clients in all ranges of asset size -developing plans that specifically meet their goals and objectives.
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I also understand the fiduciary duties of trustees and other service providers having been Bank of America's senior fiduciary and ERISA counsel for over 8 years.
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Recently, I taught Estate and Gift Tax in the San Jose State University Masters of Tax program. Currently I am teaching Executive Compensation in SJSU's program.
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I have spent several years with Deloitte & Touche and BDO Seidman counseling families, executives and their companies.
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| Goals:
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My primary goal is to provide professional, courteous, and confidential executive compensation legal services at a reasonable fee.
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To assist companies, executives and Human Resource representatives - helping them creatively achieve compensation goals that are fair to both parties, as well as tax-efficient.
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I will be responsive and timely when developing solutions.
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