Memberships Certified Specialist in Taxation Law, The State Bar of California Board of Legal Specialization Chairman, Taxation Section of the San Diego County Bar Association (2002-2004) Board Member, Western Pension & Benefits Conference, San Diego Chapter (2002-Present) President of Western Pension & Benefits Conference, San Diego Chapter (2007-2008) Special Notes Adjunct Professor, University of San Diego School of Law, 2008 to present. Recognition Martindale-Hubbell® AV Rating. Military U.S. Army, Fort Carson, CO. Infantry Sergeant, February 1985-July 1987. Awarded Army Achievement Medal. Publications / Presentations Select Linked Articles 03 | 12 | 2009 Legal e-Update
IMPORTANT ALERT: New Group Health Insurance Subsidy Law (Amending COBRA) Requires Immediate Attention by All Employers 02 | 27 | 2008 Legal e-Update
US Supreme Court Says 401(k) Plan Participants Can Sue Under ERISA. How Should Companies Respond? Media Presence / Articles About Attorney / Attorney Contribution 05 | 13 | 2010 Transaction
Luce Forward Attorneys Represent Golden Pacific in $12 Million Capital Raise and Acquisition of Gold Country Bank 06 | 25 | 2009 New Practice
Luce Forward Announces New Business Succession Planning Team Presentations Panelist: "Best Practices to Prevent 401(k) Litigation" - La Jolla, CA - November 19, 2010. "The New COBRA Subsidy Rules" San Diego Employment Advisory Council, October 2009. "Employee Benefits Issues for the 2009 Recession" Western Pension & Benefits Conference of Orange County, May 2009. "ERISA for the Non-ERISA Attorney." ACCA Presentation, August 2, 2007. "Uncommon Investments for IRAs and Qualified Plans." Western Pension & Benefits Conference, January 16, 2007. "Health Reimbursement Accounts." Lorman Seminars, San Diego. November 2004. "Healthcare Choices for Employers & Employees." SDCBA Taxation Section. September 2004. "Section 125 Cafeteria Plans." Lorman Seminars, San Diego. May 2004. "Nuts and Bolts of 401(k) Plans." Lorman Seminars, San Diego. January 2002 and January 2003. (Certified Specialist, Taxation Law, The State Bar of California Board of Legal Specialization) |