She is a trusts and estates attorney who focuses on exempt organizations and international tax planning for inbound and outbound transactions. She assists clients in all aspects of estate planning, estate and trust administration and charitable planning.
Helen brings a diversity of experience to her clients. After graduating from Stanford Law School, she practiced international corporate tax law in China and California where she worked with multinational corporations, such as Oracle, Intel and Seagate, on sophisticated international tax planning techniques.
Previously, Helen worked at the San Diego Zoo to create its licensing and technology transfer program. She was directly responsible for the creation of the San Diego Zoo Global Centre for Bioinspiration and worked with companies such as Procter & Gamble, WD-40, Nike and Qualcomm to develop technologies inspired by nature.
Helen currently serves as chair of the Society of Trust and Estate Practitioners San Diego Branch ( STEP SD) and on the STEP USA board of directors. She is also general counsel for the International Community Foundation and a board member at the Balboa Art Conservation Center.
‘Wine Not? California’s New Decanting Act,’ First American Trust - January 28 and February 6, 2019
‘Ethics Course: Cir. 230 Developments and Changes in Tax Practice Before the IRS ,’ California Bar Association Annual Income Tax Seminar - June 2014
‘The Rare and Wonderful World of...International Tax,’ California Society of Enrolled Agents, Palomar - May 2014
‘FATCA , FBAR , Foreign Trusts... Oh My! US tax reporting traps for the unwary’, California Society of Enrolled Agents, Palomar - August 2013
‘Proposal to enhance implementation, enforcement of exit tax’ , Tax Notes - November 13, 2017, co-author
‘Consider the private operating foundation’ , Wealth Management’s Trusts & Estates Magazine - October 2017, co-autho
STEP San Diego, Branch Chair
STEP USA , Board of Directors
International Community Foundation, General Counsel
Balboa Art Conservation Center, Board Member
San Diego County Bar Association, Taxation Section, Member and Former Chair
Global Imprints, LLC , Advisory Council Member
State Bar of California, Member
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