Admitted: 1974, California; U.S. Tax Court; U.S. Court of Appeals, Ninth Circuit
Law School: Loyola Law School, J.D.
Member: Orange County Bar Association (Member, Sections on: Trusts and Estates; Elder Law); American Society of Tax Problem Solvers; State Bar of California (Member, Sections on: Trusts and Estates).
Biography: Speaker, "Modern Portfolio Theory," Annual State Bar Association Meeting, 2001. Author and Speaker for NBI, "Ethics: The Power of Attorney - Fundamental Issues in Elder Law," April 2007. Speaker for NBI: "Drafting Effective Wills and Trusts"; "Estate Planning and Administration in Anticipation of Family Turmoil"; "The Probate Process from Start to Finish." Education Co-Chairman, Orange County Bar Association Elder Law Section. Legal Plan Attorney, AARP. Arbitrator, NASD.
Born: Glendale, California, November 19, 1947
Agencies: Department of Treasury, IRS Appeals; FINRA Arbitration.
Bar Certified Specialist - Estate Planning, Trusts and Probate