State of California, 1999
US Tax Court, 2009
Ninth Circuit Court of Appeals, 2002
US District Court for the Northern District of California, 2001
US District Court for the Eastern District of California, 2003
US District Court for the Central District of California, 2002
US District Court for the Southern District of California, 2003
Golden Gate University School of Law, LL.M. in Taxation with Honors
UC Berkeley School of Law (Boalt Hall), J.D.
Wellesley College, B.A. magna cum laude
STEP (Society of Tax and Estate Practitioners) Affiliate
State Bar of California, Trusts & Estates Section
Bar Association of San Francisco, Estate Planning, Probate and Trust Section