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Badges
Claimed Lawyer ProfileLII Gold
Education
- University of Minnesota Law School
- J.D.
- Honors: magna cum laude
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- Iowa State University
- B.S.
- Honors: with distinction
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Professional Experience
- Partner, Office Managing Partner, Orange County
- Jeffer Mangels Butler & Mitchell LLP
- Current
Publications
Articles & Publications
- Dynamic Family Succession Plans
- IBC Family Office Summit
- Gifts to Minors
- USC Tax Institute
- Special Needs Trusts: Planning Drafting and Administration (Cal CEB
- Cal CEB
- Use of Captive Insurance Companies in Estate and Business Planning
- California Trusts and Estates Quarterly
- Use of Captive Insurance Companies in Estate Planning
- ACTEC Journal
Speaking Engagements
- Fiduciary Litigation: Avoiding Liability
- California State Bar Financial Institutions Committee
- With Scott Harshman
- Planning and taxation for captive insurance companies
- North San Diego County Estate Planning Council
- Building Sustainable Value: How Advisory Boards Deliver, The Pacific Club in Newport Beach
- With Bill Capps
Awards
- Southern California Super Lawyer
- Los Angeles Magazine
- Awarded consecutively from 2005-2015
- Top 100 Attorneys
- Worth Magazine
- Listed, Worth Magazine's Top 100 Attorneys, 2006
- AV Rating
- Martindale-Hubbell Peer Review
- Top Rated Lawyer, Taxation, in 2014
Professional Associations
- Current
- Activities: American College of Trust and Estate Counsel (ACTEC)
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- American College of Trust and Estate Counsel (ACTEC)
- Current
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Jurisdictions Admitted to Practice
- Washington
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- United States Tax Court
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Practice Areas
- Business Law
- Business Contracts, Business Dissolution, Business Finance, Business Formation, Business Litigation, Franchising, Mergers & Acquisitions, Partnership & Shareholder Disputes
- Estate Planning
- Guardianship & Conservatorship Estate Administration, Health Care Directives, Trusts, Wills
- Tax Law
- Business Taxes, Criminal Tax Litigation, Estate Tax Planning, Income Taxes, International Taxes, Payroll Taxes, Property Taxes, Sales Taxes, Tax Appeals, Tax Audits, Tax Planning
Languages
- English
Social Media
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