Admitted in California and Nevada. Certified Estate Planning, Trust and Probate Specialist by The State Bar of California Board of Legal Specialization; University of the State of New York, Albany, NY, B.S. Accounting; Emory University School of Law, Atlanta, GA, juris doctor. Graduate of Advanced Studies for Estate and Wealth Planning, Esperti Peterson Institute, 2001. Fellow of The Esperti Peterson Institute and Fellow of The Estate and Wealth Strategies Institute at Michigan State University. Admitted to practice before all California and Nevada Courts; 9th Circuit Court of Appeals; the U.S. Tax Court and the U.S. Supreme Court.

Founding Member Wealth Counsel Advisors Forum, Member Wealth Counsel; the California State Bar Estate Planning, Trust and Probate section; and the Nevada Bar Probate and Trust section.

AUTHOR/PRESENTER:

WealthCounsel Estate Planning Strategies, Collective Wisdom, Proven Techniques – author Chapter 44, The Charitable Lead Trust, Wealth Builders Press, 2009

Asset Protection Strategies - with Peter Myers, Esq., for Estate & Trust Education Resources, LLC, 2 hours, November 2007, Las Vegas, NV

Generation Skipping Tax Planning & Dynastic Trusts – with Peter Myers, Esq., for Estate & Trust Education Resources, LLC, 2 hours, October 2007, Las Vegas, NV

Using Irrevocable Trusts – with Peter Myers, Esq., for Estate & Trust Education Resources, LLC, 2 hours, September 2007, Las Vegas, NV

Fixing Common Problems with Life Insurance and Life Insurance Trusts – with James B. Hodge, JD, MBA for The WealthCounsel Advisors Forum, 1 hour, August 2007

Paying for Life Insurance – Let Me Count the Ways – with Patricia A. Tanner, CFP, CLU, for The Southern California Institute, 2 hours, February 2007, San Diego, CA

The Nevada Series LLC – The Nearly Perfect Business Entity? – with Kelly Swanson, Esq. and George Ashley, CPA for The State Bar of Nevada, 2 hours, May 2006, Reno, NV and Las Vegas, NV

Using a Series LLC in California, California Real Property Law Journal, Vol. 24, No. 2, June 2006.

The New Nevada Series LLC, prepared and presented with George Ashley, CPA and Kelly Swanson, Esq., for The State Bar of Nevada, 2 hours, May 2006, Reno, NV and Las Vegas, NV.

The Nevada Series LLC, prepared and presented with Kelly Swanson, Esq., for the Southern California Institute, 1.5 hours, The Gathering, February 2006, San Diego, CA.

Family Limited Partnerships, prepared and presented with Roger McClure, for the National Network of Estate Planning Attorneys, 13 hours, Fall Collegium, September 2005, Scottsdale, AZ.

Family Limited Partnerships in California, prepared and presented for National Business Institute, 7 hours, 2003

Income Tax School for Estate Planners, prepared and presented with David Peterson, CPA, Esq., for the National Network of Estate Planning Attorneys, 13 hours, Continuing Legal Education Forum, July 2002, Denver, CO. and the National Network of Estate Planning Attorneys, Fall Collegium, September 2003, Las Vegas, NV.

Income Tax for Estate Planners, prepared and presented with David Peterson, CPA, Esq., for The National Network of Estate Planning Attorneys, 3 hours, Spring Collegium, 2002, Reno, NV.

Certified Specialist Estate Planning, Trust & Probate Law Exam Review Course, a 61-hour video and audio course, prepared and presented the following two hour modules for Estate & Trust Education Resources, LLC, 2001:

Estate & Incompetency Planning – California Wills with Peter S. Myers, Esq.;

Estate & Incompetency Planning – California Trusts, with Peter S. Myers, Esq.;

Estate & Incompetency Planning – California Marriages with Peter S. Myers, Esq.;

Estate Planning – Powers of Attorney, Title & Property Taxes with Peter S. Myers, Esq.;

Charitable Remainder Trusts – with W. Edward Dean, Esq.;

Charitable Entities – Charitable Lead Trusts, Private Foundations, Supporting Organizations, with W. Edward Dean, Esq.

Basics of International Estate Tax, prepared and presented with Howard Mandelcorn, Esq. for The National Network of Estate Planning Attorneys, 1.5 hours, Spring Collegium, 2001, San Diego, CA.

How to Protect Assets During Life and Avoid Estate Tax at Death in California, prepared and presented for National Business Institute, 7 hours, 2000.

Advanced Estate Planning Techniques in California; prepared and presented for National Business Institute, 7 hours, 2000;

Family Limited Partnerships and Limited Liability Companies in California, prepared and presented for National Business Institute, 7 hours, 1999.