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Founder of WealthPLAN, a law practice dedicated to family wealth preseveration and integrated wealth planning.
Certified legal specialist by the State Bar of California in both taxation law and probate, estate planning and trust law.
Professor of law (wills and trusts) at Lincoln Univeristy School of Law and named Professor of the Year for the 2004-2005 Academnic Year.
Frequent lecturer for various continuing legal education organizations, including the National Business Institute (NBI) and Lorman Educational Seminars.
Immediate past-president of the Santa Clara County Estate Planning Council, member of the Executive Board of the Silicon Valley Bar Association as well as the Santa Clara University Planned Giving Committee and Diocese of San Jose Planned Giving Committee.
Specialties:Certified Specialist Tax Law & Probate, Estate Planning & Trust Law
Cash, Check, Credit card
|Award name||Grantor||Date granted|
|AV Preeminent 5.0 out of 5 Peer Review Rated||Martindale-Hubbell||2013|
|Association name||Position name||Duration|
|Santa Clara County Estate Planning Council||Board||N/A|
|Silicon Valley Bar Association||Executive Board||N/A|
|Santa Clara University||N/A||BA - Bachelor of Arts||N/A|
|University of San Francisco Law School||Law||JD - Juris Doctor||N/A|
|Golden Gate University||Taxation||LL.M - Master of Laws||N/A|
|Lorman Educational Seminars||Legal Education||2013|
|Classes||Wills and Trusts||2005|