06 September 2017
Martindale-Hubbell® AV Rating.
The Best Lawyers in America® - First Year Listed: 2005 - Most Recent Listing: 2017 (Trusts and Estates).
San Diego Super Lawyers - Most Recent Listing: 2013 (Estate Planning & Probate).
State of California, 1966
Co-Author, ‘Warren Buffett’s $37 Billion Surprise,’ San Diego Lawyer, March/April 2007
Written and lectured extensively for such organizations as the NYU Tax Institute, USC Tax Institute, Practising Law Institute, ALI-ABA, and the California Bar Association’s Continuing Education of the Bar Program
Served on the committee that drafted California’s Nonprofit Corporations Law. Author of ‘Chapter 1: Attorney’s Role During Formation and Operation,’ Advising California Nonprofit Corporations, 2d ed. (California CEB) (2003).
Articles Editor of the University of Chicago Law Review.
American Bar Association - Committee on Estate and Gift Tax and Committee on Exempt Organizations of the Section of Taxation, and Real Property, Probate and Trust Law Section
The San Diego Foundation: Member of the Board of Governors and of its Executive and Compensation Committees and Professional Advisors Council
State Bar of California - Taxation Section and Estate Planning, Trust & Probate Law Section
YMCA of San Diego County: Director and Chair of Endowment and Planned Giving Committee
Fellow, American College of Trust and Estate Counsel
‘Nonprofits Are Different and So Are Their Investments’ presented at the 2003 National Conference on Planned Giving
‘Self-Defense for Planned Giving Advisors: What Color is Your Belt?’ presented at several professional association meetings in 1996 and 1997
‘Coping With Partnership Interests in Estate Planning and Post-Mortem Administration’ presented at the 1996 USC Probate and Trust Conference
‘Challenges Arising in Postmortem Administration of Wills and Trusts That Fund Charitable Remainder Trusts’ presented at the 1995 UCLA-CEB Estate Planning Institute and published in Estate Planning 1995 (UCLA-CEB)