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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 goal is to provide professional, courteous, and confidential estate planning legal services at a reasonable fee.
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I enjoy working with families and helping them achieve the comfort and peace of mind that comes with a suitable estate plan while passing assets in a tax-efficient manner.
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The value of having the appropriate documents to deal with health care and life and death situations should not be underestimated and I will make certain that estate planning services that I provide effectively address those concerns.
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| Licenses and organizations: |
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I am a member of the California Bar Association and American Bar Association Trusts & Estates section, as well as the Real Property section.
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In the past I have been a member of several estate planning organizations such as the Los Angeles and Beverly Hills Estate Planning Councils.
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I was the chair of the Los Angeles County Bar Associations Gift Tax Committee.
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As a Certified Public Accountant I focused mainly on individual income taxes.
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