• Estate planning for high net worth clients
• Estate, gift and generation-skipping transfer tax planning
• Administration of large and complex estates and trusts
• Business succession planning
• Charitable gift planning

Admissions

• State Bar of California
• Bar Association of San Francisco
• American Bar Association
• American College of Trust and Estate Counsel, Fellow

Education

• J.D. – University of California, Hastings College of the Law, 1982
• B.A. – University of Wyoming, 1978

Articles:

• Co-editor of the four-volume California Probate Practice treatise by Matthew Bender & Co.
• Co-author of a chapter entitled “Lifetime Gifts and Transfers” for
• Co-author of GRITs, GRATs and Defective Grantor Trusts: The Best Laid Plans, in New York University 58th Institute on Federal Taxation, 2000
• Co-author of “Title Insurance for Estate Planning Transfers”, Probate and Property, May/June 1998
• Author of “Decline in Value of Estate’s Assets Does Not Always Call for Use of Alternate Valuation Date,” Estate Planning Magazine, September/October 1989
• Estate Planning Alert: Status of Federal Estate Tax and GST Tax in 2010 and Beyond

Speaking Engagements:

• A frequent speaker on estate planning and administration topics, including recent developments presentations to various bar groups

• Family Wealth Practice
• Taxation