Pleasant Hill, California
| Shareholder | |
| phone | 925-906-1880 866-906-1880 (Toll Free) |
| fax | 925-937-5634 |
| Email Me | |
- Areas of Practice:
- Estate Planning
- Probate & Inheritance Contests
- Trust Administration & Trustee Services
- Real Estate & Business Transactions
- Certification/Specialties:
- Estate Planning, Trust and Probate Law Certification, State Bar of California
- Bar Admissions:
- California, 1985
- U.S. District Court Central District of California, 1985
- U.S. District Court Southern District of California, 1985
- U.S. District Court Northern District of California, 1985
- U.S. Court of Appeals 9th Circuit, 1986
- Education:
- University of California at Los Angeles School of Law, Los Angeles, California,
1985
J.D. - Loyola Marymount University,
1977
B.A.
Major: Religious Studies - University of California, Berkeley School of Education,
1980
Teaching Credential
- Published Works:
- Editor, Handbook of Appellate Advocacy, West Publishing, Second Edition, 1986
- Counseling That Works: The Christian Counseling/Mediation Connection", Christian Counseling Today, Vol. 6 No.3, 1988
- Classes/Seminars Taught:
- Lecturer, Estate Planning for Married Persons, National Tax Education Institute
- Lecturer, Estate Planning for Single Persons and Unmarried Life Partners, National Tax Education Institute
- Lecturer, Legal Issues for the Elderly, National Practice Specialties Institute
- Lecturer, Business Law for Tax Professionals, National Practice Specialties Institute
- Lecturer, Choice of Business Entity, National Practice Specialties Institute
- Lecturer, Business Law for Tax Professionals, American Institute of Certified Public Accounts - Various Local Chapters
- Lecturer, Bankruptcy Overview and Recent Changes, American Institute of Certified Public Accounts - Various Local Chapters
- Lecturer, Estate Planning for Married Persons, National Association of Enrolled Agents - Various Local Chapters
- Lecturer, Estate Planning for Single Persons and Unmarried, National Association of Enrolled Agents - Various Local Chapters
- Lecturer, Business Law for Tax Professionals, National Association of Enrolled Agents - Various Local Chapters
- Lecturer, Capital Gains Tax Reduction Strategies and 1031 Exchanges, National Association of Enrolled Agents - Various Local Chapters
- Lecturer, Probate and Trust Administration, National Association of Enrolled Agents - Various Local Chapters
- Lecturer, Basic Estate Planning, California Society of Tax Consultants - Statewide Meeting and Various Local Chapters
- Lecturer, Business Law for Tax Professionals, California Society of Tax Consultants - Statewide Meeting and Various Local Chapters
- Lecturer, Capital Gains Tax Reduction Strategies and 1031 Exchanges, California Society of Tax Consultants - Statewide Meeting and Various Local Chapters
- Lecturer, Probate and Trust Administration, California Society of Tax Consultants - Statewide Meeting and Various Local Chapters
- Lecturer, Bankruptcy Overview and Recent Changes, California Society of Tax Consultants - Statewide Meeting and Various Local Chapters
- Lecturer, Best in the West, Nevada Society of Enrolled Agents
- Lecturer, Estate Planning for Married Persons, Nevada Society of Enrolled Agents
- Lecturer, Estate Planning for Single Persons and Unmarried Life Partners, Nevada Society of Enrolled Agents
- Lecturer, Business Law for Tax Professionals, Nevada Society of Enrolled Agents
- Lecturer, Capital Gains Tax Reduction Strategies and 1031 Exchanges, Nevada Society of Enrolled Agents
- Lecturer, Probate and Trust Administration, Nevada Society of Enrolled Agents
- Lecturer, How to Obtain and Administer Probate Conservatorships, National Association for the Mentally III - Various Local Chapters
- Lecturer, Special Needs Trusts, National Association for the Mentally III - Various Local Chapters
- Lecturer, various Continuing Education Programs for Financial Professionals, H.D. Vest Financial Services, Inc
- Lecturer, various Continuing Education Programs for Financial Professionals, Provident Credit Union
- Lecturer, various Continuing Education Programs for Financial Professionals, Merrill Lynch & Co., Inc.
- Lecturer, Mediation as an Intervention for the Addicted/Co-Dependent Family, American Association of Christian Counselors
- Teaching Assistant, Legal Research & Writing Program, U.C.L.A. School of Law
- Secondary School Teacher, English, Social Studies, Religion, Computer Science, 1977 - 1985
- Adjunct Professor, St. Mary's College of California Paralegal Certificate Program
- Professional Associations and Memberships:
- Christian Legal Society
- Former Member, Board of Directors
- California Minority Counsel Program
- Association for Conflict Resolution
- Past Employment Positions:
- Graham & James, First Chair - Banking and Construction Litigation, 1988 - 1990
- Los Angeles County District Attorney Trial Advocacy Program, 1989 - 1990
- Hawkins, Schnable & Lindahl, First Chair, 1985 - 1988
- Hon. David V. Kenyon, United States District Court, Central District of California, Judicial Extern, 1983 - 1984
- Languages:
- Spanish
