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Most people think estate planning is simply passing wealth to your heirs tax-free. But this makes estate planning sound as if it is for the super-wealthy when in fact it applies to everyone. Although planning for death and taxes are important, it is just one aspect estate planning.
When individuals create an estate plan their primary goals should be (1) protecting their assets; (2) ensuring their affairs (personal and financial) are efficiently managed upon their incapacity and death; (3) conflicts between beneficiaries are minimized; and (4) taxes are minimized.
As an estate planning attorney, I counsel clients on these issues. I advise them on the necessity and the method of creating a plan that will manage their financial and personal affairs in the most legally efficient way possible and I help them create a legacy for their beneficiaries.
Sometimes, however (no matter how thorough the estate plan), legal disputes arise over the disposition and administratoin of an individual's estate. And when that happens, I represent beneficiaries and fiduciaries through all phases of litigation, including discovery through trial. Such disputes include issues as to the validity and interpretation of a trust or will, and breach of fiduciary duty claims against an executor or trustee.
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|Association name||Position name||Duration|
|San Francisco Estate Planning Council||Member||2011 - Present|
|East Bay Trusts and Estates Lawyers||Vice-Chair Trust and Estate Administration Group||2010 - Present|
|California State Bar Trusts and Estates Section||Member||2005 - Present|
|State Bar of California||Member||N/A|
|Fitzgerald Abbott & Beardsley||IRS Recognizes Community Property Rights for Domestic Partners||2010|
|University of Washington School of Law||Taxation||LL.M - Master of Laws||2004|
|Santa Clara University School of Law||Law||JD - Juris Doctor||2003|
|Arizona State University||N/A||BS - Bachelor of Science||1999|
|Mastering Estate Planning Issues||Estate Planning with Limited Liability Companies and Partnerships||2011|
|Estate Planning with Trusts||Trusts 101||2011|
|31st Annual Educational Seminar||Taxation of California Domestic Partnerships||2009|
|Client Seminar||Creating Wealth for Your Heirs Without Additional Tax||2008|
|Client Seminar||Basic and Advanced Estate Planning Techniques||2008|
|Benicia Chamber of Commerce||What Happens When a Customer Dies - Recovering Debts Owed to You Upon a Customer’s Death||2007|