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I have extensive experience in the use of revocable living trusts of varying complexity for contingency planning; the design and implementation of irrevocable trusts for gifting purposes, both charitable and non-charitable; and the use of limited partnerships and limited liablity companies for purposes of asset management.
My practice includes:
My clients have included founders and executives of technology companies, prominent entrepreneurs and land owners, members of the venture capital community, high-net-worth individuals, family business owners, investors and others.
I was awarded a "Northern California Super Lawyer" distinction in 2012, 2013 and 2014 by San Francisco Magazine as one of Northern California's "Rising Stars" - a distinction awarded to only a small percentage of attorneys in each state. I also serve as a Triathlon Team Mentor for the Leukemia & Lymphoma Society's Team in Training Program.
Prior to founding my estate planning firm, I practiced trusts & estates, gift planning and probate law with prominent Silicon Valley law firms.
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|Award name||Grantor||Date granted|
|Rising Star||Super Lawyers||2015|
|Rising Star||Super Lawyers||2014|
|Rising Star||Super Lawyers||2013|
|Rising Star||Super Lawyers||2012|
|Attorney||Silicon Valley Estate Planning||2013 - Present|
|Attorney||Berliner Cohen||2013 - 2013|
|Attorney||Hopkins & Carley||2010 - 2012|
|Attorney||Sheffield Law Office||2009 - 2010|
|Attorney General||Silicon Valley Law Group, A Law Corporation||2006 - 2009|
|Association name||Position name||Duration|
|Santa Clara County Bar Association||N/A||2006 - Present|
|Golden Gate University School of Law||Taxation||LL.M - Master of Laws||2013|
|University of California at Davis School of Law||Law||JD - Juris Doctor||2006|
|University of California - Irvine||Political Science||BA - Bachelor of Arts||2003|
|Los Gatos High School||N/A||N/A||1999|