California, 2007
New York, 2008
Connecticut, 2008
University of California - San Diego, B.A., cum laude
University of San Diego School of Law, J.D.
University of San Diego School of Law, LL.M
American College of Trust and Estate Counsel (ACTEC) Fellow
San Diego Jewish Community Foundation Professional Advisor Counsel (2013 - Present)
San Diego County Bar Association, Trusts and Estates Section and Probate Law Section
American Bar Association, Real Property, Probate and Trust Section and Tax Section
State Bar of California, Trusts and Estates Section and Tax Section
State Bar of New York
State Bar of Connecticut
Rancho Santa Fe Literary Society
Executive Committee of the Trusts and Estates Section of the California Lawyers Association Vice-Chair, Estate Planning Subcommittee (2013 - 2019)
California Trusts and Estates Quarterly Co-Editor in Chief (2017-2018)
California Trusts and Estates Quarterly Executive Editor (2016-2017)
Congregation Beth Israel of San Diego Board of Directors (2011- 2017)
Congregation Beth Israel of San Diego Executive Committee (2013 - 2015)
Congregation Beth Israel of San Diego Development Committee (2014 - 2015) - Former Chair
Anti-Defamation League Civil Rights Committee - San Diego Chapter (2014)
Anti-Defamation League Glass Leadership Program - San Diego Chapter (2012 - 2013)
American Bar Association Task Force which Submitted Comments to the IRS on Form 8939 (Allocation of Increase in Basis for Property Acquired From a Decedent), 2011
