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Biography
I am an accomplished attorney with extensive experience in Business, Estate Planning, Tax, Probate, Immigration Planning, Charitable Planning, and Entities Law matters. Based in California, I represent multi-national individuals and businesses across the world.
A Certified Specialist in Estate Planning, Trust and Probate Law, I provide experienced, knowledgeable and skilled counsel. I am dedicated to personalized service and exceptional advocacy, focused on meeting my clients' legal needs.
Visit my website for more information, or call to set up a consultation and see how I can help you.
Education
- University of San Diego School of Law
- LL.M. (1999) | Taxation
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- Whittier Law School
- J.D. (1998)
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- University of California - Riverside
- B.A. (1995)
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Professional Experience
- Partner
- Jeffer Mangels Butler & Mitchell LLP
- Current
Publications
Articles & Publications
- Planning Opportunities for Notes Receivable in an Estate
- Estate Planning, Volume 30, Number 4
- Private Annuities: An Income Tax Deferral Technique
- Orange County Business Journal
- Special Needs Trusts: Planning Drafting and Administration
- Cal CEB 2008
- The Benefits of Early Termination of a Charitable Remainder Trust
- Orange County Community Foundation
- Use of Captive Insurance Companies in Estate and Business Planning
- California Trusts and Estates Quarterly, Volume 14, Issue 1
Speaking Engagements
- Fiduciary Litigation: Avoiding Liability
- California State Bar’s Financial Institutions Committee
- Presenting with Gordon Schaller
- Income and Transfer Tax Planning Group Webinar, Webinar
- ABA Real Property Trust and Estate Law section
Certifications
- Certified Specialist in Estate Planning, Trust and Probate Law
- State Bar of California Board of Legal Specialization
Awards
- Southern California Rising Star
- Los Angeles Magazine and Super Lawyers Magazine
Professional Associations
- Trusts and Estates Section of California State Bar
- Member
- Current
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- California State Bar # 199245
- Member
- - Current
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Jurisdictions Admitted to Practice
- California
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- State Bar of California
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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
- Probate
- Probate Administration, Probate Litigation, Will Contests
Additional Practice Areas
- Immigration Planning
- Charitable Planning and Entities
Languages
- English
Social Media
Contact & Map