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Practice areas


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



Fixed (always)

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Contact info

BNY Mellon

555 Mission St 19th Fl
San Francisco, CA, 94105


We have not found any instances of professional misconduct for this lawyer.
Avvo contributions
Legal answers
Award nameGrantorDate granted
CEO Leadership TeamBNY Mellon2012
President's CircleWells Fargo2006
Work experience
TitleCompany nameDuration
Adjunct ProfessorGolden Gate University School of Law2012 - Present
National Wealth StrategistBNY Mellon2011 - Present
Senior V.P., Managing DirectorWells Fargo2005 - 2009
AttorneySidley Austin and Glaser, Weil, Fink, et al.1999 - 2005
Association namePosition nameDuration
San Francisco Estate Planning CouncilMember2012 - Present
California Tax LawyerEditor2012 - Present
State Bar of California, Taxation SectionExecutive Committee2012 - Present
California Bar FoundationBoard Member2010 - Present
Constitutional Rights FoundationBoard of Directors2008 - 2010
Los Angeles County Bar Association, Taxation SectionExecutive Committee2003 - 2004
Century City Bar AssociationTax Section Chair2002 - 2005
Publication nameTitleDate
The Recorder"Is Adding a Second Tier for Law Firm Associates a Good Thing?2010
School nameMajorDegreeGraduated
New York University School of LawN/AJ.D. and LL.M. in Taxation1999
University of California - BerkeleyN/AB.A.1995
Speaking engagements
Conference nameTitleDate
Vistage 2013 International Member & Chair ConferenceSuccessful Business Transitions in Today’s Economic Environment2013
21st Annual Estate and Gift Tax ConferenceIncome Taxation of Trusts and Estates: Fundamentals Every Estate Planner Should Know2013
10th Annual Conference on Philanthropic and Legacy PlanningSecrets of Successful Families: Integrating Family Philanthropy for a Lasting Legacy2013
Washington Planned Giving CouncilLeveraging Charitable Gifts in the Current Low Interest Rate Environment2012
Boulder County Bar AssociationSecrets of Successful Families: Transferring Values with Wealth for a Lasting Legacy2012
8th Annual Kasner Estate Planning SymposiumIncome Taxation of Trusts and Estates: Fundamentals Every Estate Planner Should Know2012
13th Annual Conference on Charitable GivingSecrets of Successful Families: Integrating Family Philanthropy for a Lasting Legacy2012
Golden Gate University School of LawGetting Your Clients to Act: Tax and Estate Planning Tips for Attorneys and Accountants2011
CalCPAPlanning Paralysis: Engaging and Motivating Your Clients2011
Law Firm Managing Partners' ConferenceSuccessful Law Firm Expansion in California: State of the Market and Talent Wars2009
Los Angeles County Bar AssociationTax Consequences of International Transactions2004
Century City Chamber of CommerceThe Impact of the American Jobs Creation Act of 20042004
Century City Bar AssociationEverything You Ever Wanted to Know about Estate Planning2003