Erin L. McCreary

Ms. Erin McCreary has been practicing as an attorney in the areas of international taxation, taxation, international & domestic estate planning, trusts, wills and contracts for over 14 years. She was admitted to Maryland Bar in 1992, admitted to Massachusetts Bar in 1993 and admitted to California Bar in 1994. She is one of the few women in San Diego to be certified by the California Board of Legal Specialization as a Taxation Law Specialist since 2002. While working for one of the top financial institutions, she gained extensive experience integrating fiduciary knowledge, wealth and estate planning, and investment knowledge. Preparatory Education, California State University at San Diego (B.S. in Aerospace Engineering, 1986; B.S. in Applied Mathematics, 1987). Legal Education, California Western School of Law (J.D., 1992), University of San Diego (L.L.M. in Taxation, 1999). Membership: The State Bar of California (Taxation Section); San Diego County Bar Association (Probate Section); University of San Diego Planned Giving Professional Partners Council; Wealth Planning Professional Organization. Speaker at California Western School of Law "International Tax Practice," November 2001. Author and Speaker: "Understanding and Drafting Wills and Trusts" for Seminar sponsored by Sterling Education Services (State Bar of California approved MCLE provider), January 2004. Author and Speaker: "Revocable Trusts" for Seminar sponsored by Sterling Education Services (State Bar of California approved MCLE provider), January 2005. Author and Speaker: "Charitable Gifting" and "IRA Charitable Rollovers" at Interfaith, October 2008. Speaker at University of San Diego Bridges Academy "Trustees Duties and Responsibilities," February 2008.

 (Certified Specialist, Taxation Law, The State Bar of California Board of Legal Specialization)