Certified Specialist, Estate Planning, Trust, Probate / Asset Protection / Business Succession

Education: Western State University — Law, J.D., 1989, Summa Cum Laude; George Washington University — International Affairs, M.A.; Washington State University — Political Science, B.A., Magna Cum Laude
License: California J.D., Lic. No. 147506 – 1990
Primary Practice Areas: Estate Planning, Trust Administration, Asset Protection, Business Succession-Exit Planning
Other Practice Areas: Tax Planning, Business Succession Planning, Corporations, LLCs, Charitable Planning
Industry Recognition: Certified Specialist California State Bar: Estate, Trust, and Probate Law, 2004–2022; Certified Exit Planning Advisor (CEPA) 2019-2022; AVVO Rating 10/10 Superb: 2010–2022
Professional Memberships: Orange County Estate Planning Council; American, California, and Orange County Bar Associations; Chapman University Endowment Council, STEP Member
Board Membership: Exit Planning Institute, Orange County Chapter; Former Advisory Board Member, Eisenhower Medical Center; Former Sec. of Board, Serving People in Need; Past President, Desert Estate Planning Council
Additional Information: Named a Top Lawyer by Palm Springs Life for 12 consecutive years.