Admissions
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State of California, 1995
Education
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Southern Methodist University, B.S.
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University of San Diego School of Law, J.D.
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University of San Diego, LL.M. in Taxation
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University of San Diego, M.A. (International Business)
Languages
- English
Memberships
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International Academy of Estate and Trust Law (IAETL) Academician
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American College of Trust and Estate Counsel (ACTEC) Fellow
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U.S.- Mexico Bar Association (Barra de Abogados Mexico-Estados Unidos) - Tax Section - Board of Directors
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STEP (Society of Tax and Estate Practitioners) San Diego Board of Directors
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ACTEC International Estate Planning Committee, Vice Chair
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ACTEC International Estate Planning Membership Committee
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ACTEC Programs Committee
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ACTEC Financial Action Task Force Committee (FATF)
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ALI CLE International Trust and Estate Planning Conference 2019-present, co-chair
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San Diego County Bar Association - Taxation and International Law Sections
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California State Bar Association - Taxation and Tax-Exempt Organization Section
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American Bar Association
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Scripps Health Foundation Gift Planning Advisory Board, Former Member
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KPBS Planned Giving Committee - Chairman
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San Diego Planned Giving Roundtable
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San Diego Estate Planning Council - Former President and Treasurer
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University of San Diego - Planned Giving Advisory Committee
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KPBS Planned Giving Committee, Former Chairman
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San Diego Humane Society Advisory Board, Former Member
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San Diego Arthritis Foundation Board of Directors - Chairman of the Board of Directors (2000-2001)
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Arthritis Foundation's National Planned Giving Committee (1996-2001)
Key dates
- Year joined: 2015
- Year became partner: 2015