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Licensed

  1. Tax: 50%
  2. Estate Planning: 50%

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Contact info

Henderson Caverly Pum & Charney LLP

12750 High Bluff Drive.
Suite 300
San Diego, CA, 92130

Resume

License
StateStatusAcquiredUpdated
CAActive197205/24/2016
We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Awards
Award nameGrantorDate granted
Super LawyerSouthern California Super Lawyers2008
The Best Lawyers in AmericaN/A2007
The Best Lawyers in AmericaN/A2006
The Best Lawyers in AmericaN/A2005
The Best Lawyers in AmericaN/A2004
The Best Lawyers in AmericaN/A2003
The Best Lawyers in AmericaN/A2002
Associations
Association namePosition nameDuration
American College of Trust and Estate Counsel (ACTEC)Regent2003 - Present
International Academy of Estate and Trust LawMember2000 - Present
State Bar of California, Trusts and Estates SectionMemberN/A
San Diego County Bar Association, Estate Planning Trust and Probate SectionMemberN/A
American College of Trust and Estate Counsel, Professional Standards CommitteeChairman1997 - 1999
San Diego Estate Planning CouncilPresident1995 - 1996
American College of Trust and Estate Counsel (ACTEC)Fellow1987 - 2003
San Diego County Bar AssociationChairman1981 - 1981
Publications
Publication nameTitleDate
California Continuing Education of the Bar (CEB)Estate Planning for Copyrights1990
Jewish Community FoundationGeneration to Generation: A Guide to Personalized Charitable Gift Planning1990
California Continuing Education of the Bar (CEB)New Charitable Contribution Appraisal Regulations1985
San Diego Trial Lawyers AssociationProbating the Small Estate1980
Education
School nameMajorDegreeGraduated
Stanford Law SchoolLawJD - Juris Doctor1971
Vanderbilt UniversityN/ABA - Bachelor of Arts1968
Speaking engagements
Conference nameTitleDate
San Diego Trial Lawyers Associationsestate planning, taxation, and estate administrationN/A
San Diego Estate Planning Councilestate planning, taxation, and estate administrationN/A
San Diego County Bar Associationestate planning, taxation, and estate administrationN/A
La Jolla Probate SectionEstate Planning, Taxation, and Estate AdministrationN/A
Continuing Education of the Barestate planning, taxation, and estate administrationN/A
California Trial Lawyers Associationestate planning, taxation, and estate administrationN/A