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Practice areas

Licensed

  1. Public Finance: 50%
  2. Estate Planning: 50%

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Contact info

Withers Bergman LLP

6050 El Tordo
Po Box 2329
Rancho Santa Fe, CA, 92067

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License
StateStatusAcquiredUpdated
CAActive196605/23/2016
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Awards
Award nameGrantorDate granted
Best Lawyers in AmericaBest Lawyers in America2009
Super LawyerSouthern California Super Lawyers - San Diego2008
Best Lawyers in AmericaN/A2007
AV RatingMartindale-HubbellN/A
Associations
Association namePosition nameDuration
American Bar Association, Estate and Gift TaxMemberN/A
State Bar of California, Taxation SectionMemberN/A
American College of Trust and Estate CounselFellowN/A
American Bar Association, Exempt Organizations of the Section of TaxationMemberN/A
American Bar Association, Real Property, Trust and Estate Law SectionMemberN/A
State Bar of California, Trusts and Estates SectionMemberN/A
Publications
Publication nameTitleDate
San Diego Lawyer MagazineWarren Buffett's $37 Billion Surprise2007
State Bar of CaliforniaChapter 1: Attorney's Role During Formation and Operation," Advising California Nonprofit Corporations2003
Estate PlanningChallenges Arising in Postmortem Administration of Wills and Trusts That Fund Charitable Remainder Trusts1995
Education
School nameMajorDegreeGraduated
University of Chicago Law SchoolLawJD - Juris DoctorN/A
Brigham Young UniversityPhysicsBS - Bachelor of ScienceN/A
Speaking engagements
Conference nameTitleDate
National Conference on Planned GivingNonprofits Are Different and So Are Their Investments2003
Professional Association MeetingsSelf-Defense for Planned Giving Advisors: What Color is Your Belt1997
Professional Association MeetingsSelf-Defense for Planned Giving Advisors: What Color is Your Belt?1996
UCLA-CEB Estate Planning InstituteChallenges Arising in Postmortem Administration of Wills and Trusts That Fund Charitable Remainder Trusts1995