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2
Practice Areas
45 years
45 years
We have not found any cost information for this lawyer
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Chat withState: California
Acquired: 1980
No misconduct found
6050 El Tordo PO Box 2329, Rancho Santa Fe, CA, 92067-2329
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"This attorney works very hard for the clients and keeps up with the law by attending legal seminars to assist them in this regard. I endorse this attorney."
"Your resume speaks for itself and I consider you a valuable member of the attorney community. I would recommend you to anyone and everyone who needs your services. I whole heartedly endorse this lawyer!"
Business lawyer
2017
Best Lawyers in America, Best Lawyers in America
2003 - Present
American College of Trust and Estate CounselFellow
2001 - Present
San Diego Planned Giving Roundtable
2000 - Present
American College of Trust and Estate CounselFellow
1991 - Present
Scripps Planned Giving Advisory CouncilMember
1980 - Present
State Bar of CaliforniaChair
Member
Member
1995 - 1995
California State Bar Tax-Exempt Organizations CommitteeChair
1980
JD - Juris Doctor
1973
BA - Bachelor of Arts
2003
Cutting Edge Tax Planning with Charitable Entities: Avoiding Stitches!
2003
Trustee Leadership Seminar: Tax, Legal and Fiduciary Responsibilities
2002
Planned Giving,
2002
Family Incentive Trusts: Some Ruminations on the Topic
2002
Cutting Edge Gift Planning: Avoiding Stitches
2001
Recent Tax Developments for Nonprofits
2000
Basic Charitable Planning
2000
Advanced Course of Study: Charitable Trusts
1999
Exempt Organizations and Charitable Activities in California
1999
How to Avoid Major Pitfalls in Charitable Planning and Recent Developments Affecting Tax-Exempt Organizations
1998
Basic Tax Planning for Charitable Organizations
1998
Family Charitable Giving Techniques
1998
Basic Tax Planning for Charitable Organizations
1997
Important New Legislation and Regulations: Charitable Remainder Trusts
1997
Planning Private Philanthropy Using Foundations
1997
We're from the Government and We're Here to Help: The New CRT Regulations
1996
Intermediate Sanctions
1995
Quid Pro Quo Contributions
1994
California Probate: Beyond the Basics
2000
1998
1994
1979
English