21 December 2017
State of California, 2000
State of Arkansas, 2017
‘Impact of tax reform on tax-exempt organizations paying compensation in excess of US $1 million’, Withersworldwide.com - December 21, 2017, co-author
‘Shoes for the Cobbler’s Children: What Lawyers Need to Know About Estate Planning’, The Recorder, May 4, 2016, co-author with Dina Y. Nam
‘How Wealthy Individuals Can Strategically Gift Education’, Family Wealth Report, December 10, 2015 edition, co-author with Dina Y. Nam
‘Strategies and Contemporary Issues in Planning with Grantor Trusts’, 67-14 USC Law School Institutes On Major Tax Planning (2015), co-author with Dina Y. Nam
‘Accomplishing Clients’ Estate Planning Goals in a Post-ATRA Environment in Best Practices for Structuring Trusts and Estates_’,_ Aspatore Books, a Thomson Reuters business (2015 ed.)
‘Planning for Non-Traditional Families_’,_ In Mittra, Sid, Sahu, Anandi, and Starn, Jr., Harry (Eds.), Practicing Financial Planning for Professionals, American Academic Publishing (11th ed., 2012)
Los Angeles Country Bar Association, Exempt Organization Section, Chair (2015-2016)
American College of Trust and Estate Counsel (ACTEC), Fellow (2014-present)
Ronald Reagan Presidential Foundation, Professional Advisory Council (2010-2015)
Beverly Hills Bar Association, Trusts and Estates Section, Chair (2009-2010)
Beverly Hills Bar Association, Executive Committee of Trusts and Estates Section, (2005-2009)
Partnership for Philanthropic Planning of Greater Los Angeles, Past President (2007)
Western Regional Planned Giving Conference, Conference Chair (2005)
‘Flexible Trust Structuring Across Generations,’ AFOG meeting, Los Angeles - May 3, 2018
‘Foreign Trusts: What You Don’t Know Can Hurt You,’ ABA Section of Taxation 2018 Midyear Meeting, San Diego - February 10, 2018, co-presenter
‘Charitable Giving Update,’ 2017 Western Conference on Tax Exempt Organizations, Los Angeles - December 01, 2017, speaker
‘Foreign trusts: Classification, tax and reporting implications’, STEP International Estate Planning Conference Wyoming - September 15, 2017, speaker
‘California Fiduciary Taxation’ with Alexander M. Popovich, California State Bar Association Taxation Section, May 12, 2016
‘Moving to Paradise - What You Need to Know about Your Clients’ Estate Plans When they Move from California to Hawaii’ with Rhonda L. Griswold, University of Hawaii, April 29, 2016
‘Fundamentals of Succession & Estate Planning’ Paychex and Integrity Financial, April 27, 2016
‘California: A Taxing Place for Trusts’ with Alexander M. Popovich, USC Tax Institute, Los Angeles,CA, January 2016
‘Relationships between Trustees and Beneficiaries: How to Avoid Conflicts’ with Stephen C. Minana and Kenneth E. Petersen, Jr. 41st Annual USC Trust and Estate Conference, Los Angeles, CA, November 2015
‘Opening the Door to Opportunity: How Charitable Gifts of Appreciated Real Estate Benefit Property Owners and the Charities they Support’ Symposium hosted by Caltech, Huntington Hospital, Methodist Hospital and The Henry E. Huntington Library and Botanical Gardens, Pasadena, CA, November 2015
‘When a Bequest Matures: Navigating the Process, Pitfalls and Best Practices for a Smooth Transition’ Western Regional Planned Giving Conference, Costa Mesa, CA, May 2015
‘Strategies and Contemporary Issues in Planning with Grantor Trusts’ USC Tax Institute, Los Angeles, CA, January 2015
‘Competing, Collaborating and Cultivating - Opportunities to Attract Gifts from Donors with Private Foundations’ with Steven J. Chidester, Western Regional Planned Giving Conference, Costa Mesa, CA, May 2014
‘Recent Developments in Charitable Planning’ The Jerry A. Kasner Estate Planning Symposium, Santa Clara, CA, September 2013
‘Professional Advisor and the Charitable Gift Annuity’ Northwest Planned Giving Roundtable’s 25th Conference, Portland, OR, September 2013
‘The Opportunity of a Lifetime: Maximizing the Charitable Impact of a Liquidity Event’ California Community Foundation, Los Angeles, CA, May 2012
‘Fallow Ground or Fertile Soil? The unrealized potential of charitable real estate gifts’ Glendale Estate Planning Council, Glendale, CA, February 2012
‘Ask the Experts Panel: Advanced’ Western Regional Planned Giving Conference, Costa Mesa, CA, June 2011
Me in a minute
Giving back is an important personal value
I drafted my first legal agreement at age seven, a contract to become the first female 3rd baseman for the Los Angeles Dodgers (I may have forged Tommy Lasorda’s signature on that contract, but can assure you I am now completely reformed from such behavior). A career in professional baseball did not pan out for me, but a career in the law did.
Prior to law school I worked for a number of lawyers with different legal specialties. Observing their work led me to focus my practice in work with individuals, their families and their philanthropies.
I am grateful to have skills and knowledge to help people in difficult transitions – the incapacity or death of a loved one, the settlement of affairs with siblings, and the understanding of complex tax and trust administration matters.
Teaching law students in the area of estate and gift tax is something that I love. It keeps me in touch with the next generation of lawyers and requires me to constantly expand my knowledge. The ability to explain complex concepts and procedures clearly is a hallmark of my work with clients, and teaching gives me continuing opportunity to further develop this ability.
Giving back is an important personal value. I am able to do this through my direct work with charities and other tax exempt organizations. I also enjoy helping my individual clients realize greater impact with their giving and collaborating to strengthen nonprofits in partnership with them.