|Association name||Position name||Duration|
|La Jolla Probate Section||President||1991 - Present|
|La Jolla Probate Section||Chairman||1990 - Present|
|Taxation and Real Property, Probate and Trust Law||Member||N/A|
|Taxation and Probate and Estate Planning Sub-sections||Member||N/A|
|Sections on Taxation and Estate Planning, Probate and Trust Law||Member||N/A|
|Probate and Trust Law Section||Co-Chair||1997 - 1998|
|Sub-committee F-9, Special Problems of Executives and Professionals||Chairman||1987 - 2003|
|Lawyers Club of San Diego||Treasurer||1987 - 1989|
|Lawyers Club of San Diego||Director||1987 - 1989|
|California Continuing Education of the Bar (CEB)||Handling Postmortem Trust Administration: A Checklist||2003|
|California Continuing Education of the Bar (CEB)||Handling Postmortem Trust Administration: A Checklist||2001|
|California Continuing Education of the Bar (CEB)||Handling Postmortem Trust Administration: A Checklist||1999|
|Warren, Gorham & Lamont publication||"Proper Disposition of IRD Items Can Produce Tax Savings" Estate Planning Magazine||1994|
|ABA Probate and Property magazine||Stock Option Plans after Tax Reform||1989|
|American Bar Association publication||Estate Planning and Tax Law||1988|
|California Continuing Education of the Bar (CEB)||Chapter 3 ("Planner's Guide to Fiduciary Income Tax") for "Drafting California Irrevocable Trusts"||N/A|
|West Group publication||Chapter 9 ("Family Business Estate Planning") and Chapter 16 ("Charitable Trusts") of California Transactions Forms, Estate Planning||N/A|
|California Continuing Education of the Bar (CEB)||chapter on Generation Skipping Transfer Taxation||N/A|
|California Continuing Education of the Bar (CEB)||Chapter 12, Estate Tax Returns||N/A|
|Boston University School of Law||Taxation||LL.M - Master of Laws||1981|
|University of San Diego||Law||JD - Juris Doctor||1980|
|University of California, San Diego||N/A||BA - Bachelor of Arts||1972|
Posted by anonymous
Ann was tremendous in helping with a family member's will. I would recommend her to anyone. She has a great paralegal working for her as well that is extremely helpful and responsive. No question I would go back to Ann with any estate issues I have in the future.
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