San Francisco, CA
Estate planning Lawyer at San Francisco, CA
Practice Areas: Estate Planning, Trusts, Probate
OUTCOME: Successfully negated future estate tax liabilities with comprehensive planning during life.
Created an advanced estate plan for non-U.S. citizens for investment property owned in the United States. This included a revocable trust, Pour Over Will, Durable Power of Attorney, Advance Health Care ... Directive, Living Will, HIPPA Authorization, and Irrevocable Life Insurance Trust.
OUTCOME: Successful Reduction of Liability, Satisfactory Distribution of Assets, and Most Importantly, Family Harmony Kept In Tact.
Represented trustee in a trust administration that involved three separate states, which included state estate taxes. Helped to reduce trustee's liability, successfully marshal all financial accounts, ... plan for and distribute assets.
OUTCOME: Estate Administration Closed Successfully.
Represented an Executor living in California regarding an estate that required probate proceedings in Florida. Our firm worked with a colleague in that state to successfully close the estate administra ... tion.
OUTCOME: Settlement Obtained After 3-Years of Litigation.
Successfully represented a former employer in an employment litigation case against former employer. Causes of action included breach of contract, failure to pay wages (violation of Cal. Lab. Code § 20 ... 0, et seq.), failure to reimburse employee for business expenses (violation of Cal. Lab. Code § 2802), waiting time penalties (violation of Cal. Lab. Code §§ 201, 203), fraudulent inducement, wrongful termination in violation of public policy, unlawful retaliation, malicious prosecution, and intentional infliction of emotional distress. Ultimately, after over three-years of hotly contested litigation, we obtained a favorable settlement for our client.
OUTCOME: Creation of estate plan, yearly updating of estate plan and assets, and ultimately, administration of the plan once effective.
Created estate plans for a variety of clients. This included new families, younger couples, high net worth individuals with advanced estate and tax planning issues, and international clients with inves ... tment properties within the United States.
OUTCOME: Pre-trial Six-figure Settlement
Represented a former employee of a large corporation. Obtained a six-figure pre-trial settlement on my client's behalf. The claims involved Retaliation in violation of the California Family Rights Act ... ("CFRA"), CFRA Interference, Disability Discrimination in violation of the Fair Employment and Housing Act ("FEHA"), FEHA violations for failing to Engage in the Interactive Process, and failing to make Reasonable Accommodations, and Wrongful Termination in violation of Public Policy.
OUTCOME: Pre-litigation Settlement and Change in Termination Status Obtained
Obtained a favorable settlement for my client and a change in the termination status by the former employer. Through a demand letter and negotiations, this case was settled on client's desired terms. T ... his outcome was obtained prior to the filing of any legal action.
OUTCOME: Pre-litigation Settlement Obtained for Clients
Obtained pre-litigation settlement on clients' behalf. The claims included Breach of an Express Warranty, Breach of the Implied Warranty of Merchantability, violations of the Song-Beverley Act, Implied ... Warranty of Fitness for a Particular Purpose, and Fraudulent Concealment. The Clients' had been sold defective paint, which caused severe damage to the interior of their home.
OUTCOME: Obtained Pre-litigation Settlement Favorable to Client
Obtained a pre-litigation settlement pursuant to client's objectives. The claims involved Willful Misclassification (Labor Code § 226), Failure to pay wages semi-monthly in violation of Labor Code § 20 ... 4, Failure to pay overtime wages (Labor Code § 1194), Waiting Time Penalties (Labor Code § 203), PAGA Penalties (Labor Code § 2699), CFRA Interference, Unlawful Retaliation (Govt. Code § 12945), Wrongful Termination in violation of Public Policy, and Unfair Competition (Business & Professions Code § 17200).
OUTCOME: Obtained Large Settlement on Behalf of Client During a Pre-trial Mediation
Represented a former employee after he was wrongfully terminated by a service provider in the health care industry. As co-counsel I successfully prosecuted claims on behalf of my client for breach of a ... n employment contract, breach of the covenant of good faith and fair dealing, retaliation in violation of the Labor Code, retaliation in violation of the California False Claims Act, and wrongful termination in violation of public policy. This included the filing of a complaint, propounding and responding to discovery, defending my client during a deposition, and concluding the case after a 14 hour deposition.
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