- Estate Planning Law
- Individual Tax Planning Law
- Corporate Tax Planning Law
- Non-Profit Organizations Law
- Probate Law
University of California at San Diego, B.A., 1972
University of San Diego, J.D., 1980; Boston University, LL.M., 1981
San Diego County (Member, Taxation and Probate and Estate Planning Sub-sections) and American (Member: Sections on Taxation and Real Property, Probate and Trust Law) Bar Associations; State Bar of California (Member: Sections on Taxation; Trusts and Estates; Chairperson, Estate Planning and Trust Law Advisory Committee).
Boston, Massachusetts, October 31, 1951
Co-Author of Article in American Bar Association Real Property, Probate and Trust Journal on Disability Planning, Spring, 1988. Author: "Stock Option Plans after Tax Reform," American Bar Association Probate & Property Magazine, Summer, 1989; "Proper Disposition of IRD Items Can Produce Tax Savings," Estate Planning Magazine, Sept./Oct., 1994; Author of Chapter 2 and Chapter 3 of "Drafting Calif. Irrevocable Trusts" published by CEB of Chapter 9 and Chapter 16 of California Transactions Forms, and Chapter 14 "Income Taxation & Decedents, Estates, Trusts and Beneficiaries" for Decedent & Estate Administration published by CEB 2008, Estate Planning published by West Group. Adjunct Professor of Law, Federal Estate and Gift Taxation and Income Taxation of Trusts and Estates, University of San Diego Law School, LL.M. Program, 1991—. Lecturer: California Continuing Education of Bar and ALI/ABA in Income and Estate Tax Areas. Chair, Estate, Probate & Trust Law Commission of the Board of Legal Specialization of the California Bar Association, 2008-2009.
(Certified Specialist, Probate, Estate Planning and Trust Law, The State Bar of California Board of Legal Specialization)
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