Areas of Expertise:
- 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
- Premarital and post-marital property agreements
- Charitable gift planning
Publication and Presentations:
- 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 Consideration," in CEB 's 2-volume set, Estate Planning Practice
- 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
- Frequent speaker on estate planning and administration topics, including recent developments presentations to various bar groups
Affiliations and Memberships:
- State Bar of California
- Bar Association of San Francisco
- American Bar Association
- American College of Trust and Estate Counsel, Fellow
Education and Certifications:
- J.D. - University of California, Hastings College of the Law, 1982
- B.A. - University of Wyoming, 1978