ABOUT ME

For the past 17 years, I have practiced exclusively in the fields of tax, estate planning, and trust administration.  

My practice involves advising clients on all aspects of estate planning, including guiding clients with family-owned businesses on succession planning, assisting with philanthropic goals, and preparing plans for traditional, non-traditional, and blended families.  Through the use of sophisticated tax planning techniques, I help my clients prepare for successful wealth transfers between generations and minimize their tax exposure.   A significant portion of my clients are part of the LGBTQ+ community, and I am a frequent author and speaker on this topic and many others relating to estate planning, business succession, and trust administration.

However, the best part of my job has always been my clients.  Whether planning for children, companion animals or favorite charities, being able to simplify the process and have clients feel good about the experience is my number one goal.

I have an LL.M. in Taxation and am certified by the State Bar of California Board of Legal Specialization as a Specialist in Estate Planning, Trust and Probate Law.