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Whitney is a knowledge lawyer in the private client and tax team.
She advises members of the private client and tax, trust and succession teams on legal developments relating to trusts and tax planning. Her work involves a wide range of client initiatives and focuses on tax, trust, estate planning, probate and trust administration for high net worth individuals and their families. Whitney is experienced in developing and maintaining legal precedents addressing gift, estate and generation-skipping tax structuring, international tax planning issues and charitable giving. She also provides technical know-how, training and commentary on trust and estate law for colleagues and clients, as well as knowledge management services within the firm.
Whitney is recognized as a "key lawyer" by The Legal 500 US in 2021 in the area of nonprofit tax.
Recent recognition
Admissions
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California
Education
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University of San Diego, LL.M. Taxation
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University of San Diego, magna cum laude, Order of the Coif, J.D.
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Princeton University, B.S.
Languages
- English
- Spanish
Memberships
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San Diego County Bar Association
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North County Estate Planning Council
Key dates
- Year joined: 2020