Your personal lawyer with decades of experience in protecting people.
I am a retired Navy Captain, finishing thirty years Active and Reserve in March 2015.
After my first years with the Navy, I sold stock for a Wall Street investment firm until I learned that I hated it! I went to law school at the University of San Diego (where I met my wife in the Financial Aid line). I spent most of my career suing stockbrokers, mixing this with time in the Navy.
When my Navy career was over, I switched the emphasis of my practice to Estate Planning. It was an easy parallel move from all my work with financial planning, and after a few months of study I was ready to help people.
My guidelines for estate planning are to protect the estate from the ravages of debilitating diseases. The government will pay for your nursing home care without depleting your estate to nothing, but only if you plan it correctly and early. That is my primary goal for my clients.
|Award name||Grantor||Date granted|
|Wiley E. Manuel Certificate for Pro Bono Legal Services||California Lawyers Association||2019|
|Distinguished Service Award||San Diego Volunteer Lawyer Program||2018|
|Meritorious Service Medal||U.S. Navy||2013|
|Army Commendation Medal||U.S. Army||2011|
|National. Meritorious Service Award||Operation Homefront||2010|
|Navy & Marine Core Commendation Medal||U.S. Navy||2010|
|Joint Service Commendation||U.S. Navy||2007|
|Global War on Terrorism Expeditionary Medal||U.S. Navy||2004|
|Association name||Position name||Duration|
|Free Will||Fellow||2019 - Present|
|Legal Aid Society||Volunteer Attorney||2012 - Present|
|San Diego Volunteer Lawyer Program||Volunteer Attorney||2011 - Present|
|North County Times||Fraudulent Insurance Practices||1996|
|Times Advocate||Fraudulent Brokerage Sales Practices||1994|
|United States Army War College||MA - Masters||2004|
|University of San Diego School of Law||JD - Juris Doctor||1993|
|State University of New York, College at Oswego||BA - Bachelor of Arts||1983|
Posted by anonymous
Wed Jan 15 2020
Posted by Jane
Wed May 22 2019
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