|Association name||Position name||Duration|
|Santa Clara County Bar Association||Member||N/A|
|Silicon Valley Bar Association||Member||N/A|
|Palo Alto Area Bar Association||Member||N/A|
|McGeorge School of Law, University of the Pacific||Law||JD - Juris Doctor||N/A|
|University of California||N/A||BA - Bachelor of Arts||N/A|
|California State University||Clinical Psychology||MA - Masters||N/A|
|Univ of California at Los Angeles||N/A||N/A||N/A|
Posted by Dave
I've used Rob twice. Four years ago it was simple wills and a trust. More recently, it was remarriage, combined family with a child by previous marriage and an investment property. Rob initially recommended a QTIP trust, but the more questions he asked, the more he leaned toward a different structure. His key benefit was his ability to get to what we really wanted, and to explain all the pros and cons of each approach. We're very pleased.
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