Credentials

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.

Member National Network of Estate Planning Attorneys; the California State Bar Estate Planning, Trust and Probate section; and the Nevada Bar Probate and Trust section.

AUTHOR/PRESENTER:

Business Succession Planning, Transfer Techniques and “S” Corporations, for The Continuing Education of the Bar, 1.5 hours, San Francisco, CA April 2015

The Nuts & Bolts of Decanting, for the Southern California Institute, 1 hour, February 2015, Del Mar, CA

The Unlimited Marital Deduction, Nevada Lawyer, Volume 23, Issue 1, January 2015

Asset Protection – Putting it All Together, for the National Network of Estate Planning Attorneys, 1.5 hours, Fall Collegium, October 2014, Reno, NV

Spendthrift Trust Update, for the Estate Planning Council of Northern Nevada, 1 hour, April 16, 2014, Carson City, NV

DAPTs in a post-Huber World, for the Southern California Institute, 1 hour, February 2014, San Diego, CA

Basics of Private Placement Life Insurance, for the Alliance Trust Company, 1 hour, August 2013, Reno, NV

Intentionally Defective Irrevocable Trusts, part 2, with Peter S. Myers, for the National Network of Estate Planning Attorneys, 10 hours, Spring Collegium, April 2013, Indianapolis, IN

Intentionally Defective Irrevocable Trusts, with Peter S. Myers, Esq., for the National Network of Estate Planning Attorneys, 10 hours, Fall Collegium, October 2012, Tucson, AZ

The Nevada Trust Advantage with Ernest J. Maupin, Esq., for The Whittier Trust Company of Nevada, 1 Hour, May 2012, Seattle, WA.

Working with High Net Worth Estate Planning Clients, with Peter S. Myers, Esq. for the National Network of Estate Planning Attorneys, Advanced Planning Group, 3 hours, Spring Collegium, April 2012, Indianapolis, IN.

Business Succession Planning, Keynote Address for The Planned Giving Roundtable of Northern Nevada, 2 hours, October 2011, Reno NV

The Nevada Trust Advantage, for the Alliance Trust Company, 1 hour, October 2011, Jackson, MS

The Nevada Trust Advantage, with Ernest J. Maupin, Esq. for The Whittier Trust Company of Nevada, 1 hour, October 2011, Beverly Hills, CA

Domestic Asset Protection Planning, for The National Network of Estate Planning Attorneys, 1.5 hours, September, 2011

Business Succession Planning, for The WealthCounsel Nevada Forum, 3 hours, May 2011, Reno NV

The Nevada Trust Advantage, with Ernest J. Maupin, Esq. for The Whittier Trust Company of Nevada, 1 hour, May 2011, San Francisco, CA

Community Property Practicum (for the Estate Planner), with Peter S. Myers, Esq. for the National Network of Estate Planning Attorneys, 12 hours, February 2011, Reno NV

Planning for High Net Worth Clients under the Tax Act of 2010, webinar with Peter S. Myers, Esq. for the National Network of Estate Planning Attorneys, 1.5 hours, February 2011, Reno, NV, May 2011, Indianapolis, IN.

The Nevada Single Member LLC – An Effective Asset Protection Tool? for the Estate Planning Council of Northern Nevada, 1 hour, February 2011, Carson City, NV; 1 hour, March 2011, Reno NV

Basics of Asset Protection and Creditor Remedies, with Peter S. Myers, Esq. for the National Network of Estate Planning Attorneys, 10 hours, Advanced Studies Program, October 2010, Chicago, IL

Income Taxation for Estate Planners, with Peter S. Myers, Esq. for the National Network of Estate Planning Attorneys, 10 hours, Fall Collegium, September 2010, Orlando, FL

Business Succession Planning Strategies for California Estate Planners and Business Attorneys, author Chapter 16, S Corporations, co-author Chapter 17, Professional Practice and Licensee Succession, and author Appendix: Sample Business Succession Plans: Case Studies, The Continuing Education of the Bar, CEB, June 2010

Income Tax for Estate Planners, with Peter S. Myers, Esq. for the National Network of Estate Planning Attorneys, 3 hours, Spring Collegium, April 2010, Indianapolis, IN

Adventures in QTIP Planning, with John M. Donaldson, Esq. for the Southern California Institute, 1.5 hours, February 2010, San Diego, CA

Fixing Common Problems with Life Insurance and Life Insurance Trusts (Updated) – for the Estate Planning Council of Northern Nevada, 1 hour, December 2009, Carson City, NV

Wealth Counsel 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.