|
Experience
Certified Estate Planning, Trusts & Probate Law Specialist, State Bar of California Board of Legal Specialization.
Prepared wills, trusts, powers of attorney, and related documents for several hundred clients over the past ten years.
Prepared tax saving irrevocable trusts (e.g., life insurance trusts, qualified personal residence trusts, charitable remainder trusts, and children's educational trusts), family limited partnerships, and limited liability companies for many clients and advised them of their tax consequences.
Counseled executors, administrators, and trustees in the administration of over 100 decedents' estates over the past ten years, including preparation of federal and California estate tax returns and advice on fiduciary income tax issues as required.
Represented many fiduciaries and beneficiaries in contested estate administration matters in California state courts.
MEMBERSHIPS
American College of Trust and Estate Counsel (ACTEC), Member
State Bar of California, Estate Planning, Trust and Probate Law Section, Executive Committee, Former Member and Advisor
State Bar of California, Real Property Section, Member
Sacramento Estate Planning Council, Member
Sacramento County Bar Association, Member | 