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:
- Premarital agreements
- Separate property agreements
- Generation-skipping trusts
- Charitable remainder trusts
- Asset protection tax-exempt trusts
- Family partnerships
Estate Planning & Trust Administration
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.
A Distinguished Reputation Within the Community
When it comes to the legal industry, I am a respected source. It’s not uncommon for various types of businesses, churches, and philanthropic organizations to ask me to speak at an event addressing why estate planning should be considered. I also conduct seminars where I educate people on the same matters. I have been featured as a special guest for radio interviews where I have discussed how to avoid probate and tax planning. Throughout my career, several national and multinational Fortune 500 and Fortune 200 companies have asked me to serve as a corporate counsel. Every type of organization from hospitals to finance lenders has summoned me for my insight and expertise.
My legal background has a wide range. In addition to estate planning, my skills allow me to proficiently handle real property, contracts, regulatory policy, administrative law, and other difficult legal matters.
A true force in the community, I am active with the California State Bar’s Real Property as well as their Trusts and Estates branches. I am also a member of the San Diego Dementia Consortium.
I continue to prove that I really care about the people I serve and I look forward to helping you, as well.
Bar Admissions
- California State Bar, 1986
- San Diego North County Bar Association
Education
- California Polytechnic State University (magna cum laude)
- Thomas Jefferson School of Law
Professional Associations & Membership
- California State Bar - Real Property
- California State Bar - Trusts and Estate
- San Diego Dementia Consortium
