Customized estate planning for clients along with sophisticated estate and income tax planning.
Education, Counseling and compassionate listening to provide clients with meaningful customized estate plans.
Revocable Living Trusts, Wills, Insurance Trusts, Gifting Trusts, Charitable Trusts, Powers of Attorney, Advance Medical Directives. Installment Sales
Rather than give a dollar amount, I have and want to work with clients who are nice people. Another set of existing clients and potential clients are those who want to make a difference for their families and communities. Finally, I have and also want to work with Individuals and couples who have fears about estate planning are also good candidates.
I work with advisors (including non-estate planning attorneys) to enhance their relationships with their clients. I rather be brought in to the planning team instead of having matters referred outside to me. I work with the legal, financial planners/investment advisors and other attorneys.
Information Not Available
Charities
Volunteer for Food Bank and Arlington West
Graduate Degrees
J.D. Southwestern University L.LM. Taxation New York University
College Degrees
A.B. Communications and Public Policy, UC Berkeley
Speaking/Teaching
Experience
Legal Ethics Golden Gate University Various Live Presentations
