04 March 2019 - Events
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
State Bar of California, Trusts & Estates Section
Bar Association of San Francisco, Estate Planning, Probate and Trust Section
Me in a minute
I particularly enjoy the logic-puzzle aspect of tax law.
As a former litigator, one of my goals in designing each client’s estate plan is to avoid ambiguities that might open the door to disputes in the administration phase. Working on the front end to understand clients’ needs and goals and to establish comprehensive plans rather than fighting after the fact gives me great professional and intellectual satisfaction. I particularly enjoy the logic-puzzle aspect of tax law and applying that in ways specifically tailored to each client.
InsightView all Firm insight
27 February 2019 - Events