Licensed since 1991
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|Association Name||Position Name||Duration|
|San Diego County Bar Association||Member||N/A|
|State Bar of California||Member||N/A|
|Luce Forward Family Wealth and Exempt Organizations E-Update||"Taxpayers May Contribute up to $100,000 Directly From Their IRAs to Qualified Charities||2006|
|Luce Forward Nonprofit Organizations E-Update||Special Tax Relief Created to Encourage Employer-Sponsored Leave Donation Programs to Benefit Hurricane Katrina Survivors||2005|
|Luce Forward Nonprofit Organizations E-Update||Tsunami Disaster Relief Cash Donations Made During January 2005 May Be Deducted on 2004 Income Tax Returns||2005|
|Luce Forward Nonprofit Organizations E-Update||What Every Director, Trustee, and Manager of a Charity Needs to Know About the California Nonprofit Integrity Act of 2004||2005|
|Luce Forward Trusts and Estates E-Update||Estate Planning for Your Pets||2003|
|Del Mar Times||About Charitable Remainder Trusts||2003|
|Luce Forward Trusts and Estates E-Update||California Expands Domestic Partnership Law||2002|
|New York University School of Law||Taxation||LL.M - Master of Laws||1995|
|University of San Diego School of Law||Law||JD - Juris Doctor||1991|
|Claremont McKenna College||N/A||BA - Bachelor of Arts||1988|
|Successful Estate Administration||Successful Estate Administration||2007|
|Executive Breakfast Seminar sponsored by Luce Forward||Corporate Philanthropy and Company Charitable Foundations||2005|
|California Continuing Education of the Bar||Special Assets in Estate Planning||2005|
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