With a primary focus in estate planning, I have practiced law for over 30 years. My career started as a student at California Polytechnic State University, where I graduated magna cum laude. After completing my education there, I went on to graduate from Thomas Jefferson School of Law. In 1986, I was admitted to the California State Bar, and I am also admitted to the San Diego North County Bar Association.
Tactful in my approach, I utilize different types of strategies to help my clients achieve their long-term goals. Some of these strategies include implementing:
There are many factors at play when designing your estate plan. The plan itself includes the trust, the will, the advance health care directive with the appropriate HIPAA waivers, and Powers of Attorney (necessary for financial affairs). If you are a parent or legal guardian, your estate plan also includes placement and support of minor children and transferring your assets into the trust.
I am proficient in dealing with real property transactions and business succession planning. Some aspects of business succession planning involve supplying clients with counsel in order to ensure their small business enterprise is properly formed as well as any legal issues the business may face.
Honestly, I just have a love for law and being able to use that love to liberate people.