Education:

• Juris Doctor, magna cum laude, Santa Clara University, 1980

• Bachelor of Arts in Economics and Political Sciences, magna cum laude,
Boston College, 1975

Professional Organizations/Memberships:

• Fellow of the American College of Trust and Estate Counsel

• Certified Specialist in Estate Planning, Trust and Probate Law,
California State Bar Board of Legal Specialization

• Chair, California State Bar Estate Planning,
Trust and Probate Law Section (1997-1998), Vice Chair (1996-1997)

• Chair, California State Bar Estate Planning,
Trust and Probate Law Section Committee on
Postmortem Trust Administration (1993-1995)

• Chair, Santa Clara County Bar Association Estate Planning,
Probate and Trust Law Section (1987); Vice Chair (1986)

Recent Lectures/Presentations:

• Speaker and Moderator, “Estate Planning and Administration:
19th Annual Recent Developments Program” CEB (2004)

• Speaker, “The Million Dollar Filing Fee”
Santa Cruz County Estate Planning Council (2003)

• Speaker, “The Good, the Bad and the Ugly - Recent Developments in Estate Planning, Trust and Tax Law ” Silicon Valley Bar Association (2003)

• Speaker, “Elder Abuse: the Domestic Violence and Financial Embezzlement Problem of the 21st Century” Santa Clara County Estate Planning Council and State Bar of California, S.F. (2003)

• Speaker, “Looking Through the Keyhole: Inside Scenes from your attorney’s office” Ronald McDonald House (2003)

• Speaker, “55th Annual Trust & Tax Forum,” Northern Trust: Is There a New Trust Code in California’s Future?
A Comparison of the UTC with Current California Trust Laws”
San Diego, Newport Beach and Los Angeles (2003)

• Speaker, “Update in Down Times: When the Bills Arrive,” San Mateo County Bar Association (2003)
and Santa Cruz County Estate Planning Council (2003)

• Speaker, “3rd Annual Estate Planning Seminar: Using the 2002 Gift and Estate Tax Changes to Your Clients’ Advantage,”
American Cancer Society (2002), Sacramento

• Speaker, “Uses and Abuses of Durable Powers of Attorney,” Santa Cruz County Estate Planning Council (2002), Silicon Valley Bar Association (2002) and Northern Trusts 54th Annual Trust & Tax Forum (2002)

• Moderator and Speaker, “Conservatorships: The Basics,”
Continuing Education of the Bar (2001)

Published Articles/Books/Briefs

• Author of Chapter 4 entitled “Property Transfer Obstacles for Married Persons” published in California Estate Planning,
Continuing Education of the Bar (2003); Updated in 2004

• Co-author of “Is There a New Trust Code in California’s Future?
- A Comparison of the Recently Adopted Uniform Trust Code with Current California Trust Laws” published in the California Trusts and Estates Quarterly, Vol 6., No. 4, Winter 2000

• Counsel of Record, amicus curiae brief filed with the U.S. Supreme Court on behalf of the California State Bar Estate Planning, Trust and Probate Law Section in Boggs v. Boggs (1996)

California Trust & Estate Counselors LLP neither represents clients nor provides legal services.
Contact individual attorney members directly.

top of page

This page was last updated on March 3, 2004

Site Designed by PageStruck Web Solutions