| Admission Details | 1987, California; 2005, Hawaii; U.S Supreme Court; U.S. Tax Court; Hawaii Supreme Court |
| Education | University of Southern California, B.S.; Southwestern University, J.D. |
| Additional Bio Details | Author: "The Advantages of Creating out-of-State Trusts," Los Angeles Lawyer Magazine, September 2005; "21st Century Estate Planning - Practical Applications," Cannon Financial Institute, 2002 and 2006. Speaker: "When Trust Administration Becomes Trust Litigation," 45th Annual Hawaii Tax Institute, 2008; "Important Lessons for Fiduciaries and Their Advisors," 44th Annual Hawaii Tax Institute, 2007; "Making Discretionary Distributions and Other Distributions from Trusts," 43rd Annual Hawaii Tax Institute, 2006; "Is Your Client Going Nuts? Don't Let Them be Financially Abused and How It Can Affect the Estate Plan," 42nd Annual Hawaii Tax Institute, 2005; "Trusts and Estate Litigation - The Defense and the Office," "Advising Trustees to Act Prudently" and "How to Select a Trustee: Tax and Non-Tax Considerations," 41st Annual Hawaii Tax Institute, 2004; "Current Developments in Estate Planning With a View to Washington," 45th Annual Northern Arizona Estate Planning Council Conference, 2008; "Recent Developments in Probate and Trust Litigation," Southern Arizona Estate Planning Council Estate Planner's Day, 2007; "Trustees and Benevifiaries - Avoid Your Worst Nightmare," HSCPA Annual Personal Financial Planning Conference, 2005; "Through the Looking Glass V," St John's Healthcare Foundation Symposium, 2008; "Washington Update: Current Trends in Estate and Gift Taxation with Practical Applications," St John's Healthcare Foundation Symposium, 2007. Instructor: UCLA Wealth Management and Estate Planning; UC Berkley Basic and Advanced Estate Planning; UC San Diego Wealth Management and Advanced Estate Planning. Member: Planning Committee for Chaminade University Hawaii Tax Institute; Planning Committee for the USC Tax Institute. |